A simple guide to creating new business modules in Sage CRM using Sage CRM Builder
sagecrm.com
An brief introduction to Sage CRM Builder Sage CRM Builder is a powerful and flexible feature that allows you to personalize and transform how Sage CRM is used within your company, quickly and easily. Using Sage CRM Builder you can: - Adapt Sage CRM to your individual needs by creating business modules to manage any area of your business.
- Customize Sage CRM in a way that best suits your requirements.
sagecrm.com
This guide aims to explain all the important things you need to know to create your first business module in Sage CRM Builder. sagecrm.com
Create modules that match your business needs Do you want to extend your use of Sage CRM to new parts of your business? Does your unique business require customized workflows? This guide shows you how to create a custom module so you can manage more areas of your business from events and training, to projects, equipment, tradeshows, consultants and much more.
sagecrm.com
Firstly, let’s look at what is a custom module? A custom module is made up of custom entities and standard Sage CRM entities, and the relationships between them.
Custom Module Because a custom module lets you see all the information you need about these entities on one screen, it gives you a clear picture of your workflow.
sagecrm.com
Custom Entity
Standard Entity
Next, let’s look at how to create a custom module First, decide what business data you want to view. Can you use any standard Sage CRM entities? What custom entities do you need to create? Then, you create your new custom entities. Finally, you piece the standard and custom entities together so you can view all the data in your workflow from one place.
sagecrm.com
Add a new entity – no coding required
You create a custom entity using Sage CRM Builder.
This easy to use feature guides you through six steps, with simple point and click, and drag and drop actions.
sagecrm.com
Let’s look at an example to get started
Let’s suppose you work for a company called Panoply Tech. You want to create a Training Course module in Sage CRM for Panoply Tech that tracks courses and related information about students and trainers. Students are based on the standard Person entity.
sagecrm.com
Here’s an example
You’ll create a custom entity called Trainer that relates to Person. And a custom entity called Training Course that relates to both Person and Trainer. When you add information about students and trainers to the Training Course entity, you can see a summary of all training information on one screen.
sagecrm.com
Part 1: Creating a custom entity called Trainer
sagecrm.com
Go to Sage CRM Builder
3
1
2
You’ll find Sage CRM Builder in Administration | Customization. 1. Navigate to Administration. 2. Click Customization. 3. Click Sage CRM Builder. sagecrm.com
‌ and describe your new entity
Give it a name and a description.
sagecrm.com
Give it a new icon.
sagecrm.com
Create relationships to other entities
How does the entity interact with other CRM entities?
A trainer can have many students, so select a one to many (1-M) relationship between Trainer and Person.
sagecrm.com
Choose CRM features for your entity
You can display the Trainer entity in personal and team lists. You can link files and attachments to it. And include it in workflows and reports.
sagecrm.com
Add fields to capture data‌
Some fields are added to the entity by default; you can add others to suit your needs. Click Add a new field and choose from a photo link, radio buttons, check boxes, multiline text and more.
sagecrm.com
‌ and now let’s add an email field
In this case, choose Email Address from the new field list.
sagecrm.com
And fill in the details.
sagecrm.com
Design the summary screen
sagecrm.com
Next, drag and drop fields, dividing lines, headers, lists, and tables from the elements box to build a great looking summary screen for your new entity.
Build your new entity
Click Finish to build the entity.
sagecrm.com
You can begin to add trainer data.
sagecrm.com
Congratulations! You’ve successfully created your custom Trainer entity
sagecrm.com
Part 2: Creating a custom entity called Training Course
sagecrm.com
Describe your new entity
Now you’ll create a custom entity that includes new information about training courses and existing information from the Person and Trainer entities. Open Sage CRM Builder and work through the six easy steps. Name and describe the entity and choose an icon. sagecrm.com
Create relationships to other entities
A Training Course can have many Students, so set a one to many (1-M) relationship with Person. It can have only one Trainer, so set a many to one (M:1) relationship with Trainer.
sagecrm.com
Choose CRM features for your entity
Leave all the boxes checked so you can use all the great Sage CRM features for this entity.
sagecrm.com
Add fields to capture data
Use different field types to capture course information: • Add date fields to plan the duration of the course. • Add a radio button to record the number of places. • Add a cascading lookup field to choose the type of training. • Add a currency field to set the price. sagecrm.com
Design the summary screen
Arrange fields and headers on the Training Course Summary screen. This is where you add tables and fields from the Person and Trainer entities.
sagecrm.com
Build your new entity
Congratulations! You’ve successfully created your custom Training Course entity sagecrm.com
When you’ve built your Training Course entity, you can begin to add PanoplyTech course information to Sage CRM.
sagecrm.com
When you add student, trainer, and training course information, it’s all displayed on the Training Course summary screen. This new module helps you to easily manage courses.
Extend even further
You can extend your Training Course module to track even more complex business needs, such as the venue at which the course is held.
+ sagecrm.com
Find out more
Now that you’ve seen how it’s done, you can start building your own custom modules. We’ve lots of resources to help you: ?
User Help
?
System Administrator Help Adapt & Extend Sage CRM to manage any area of your business (Video) Sage CRM Builder - Uncover the flexibility of Sage CRM (Video)
Working with a Custom Module (Video) Building a Competitor Tracking Module using Sage CRM Builder
sagecrm.com
Manage what matters with Sage CRM Builder
www.sagecrm.com