Managing Sage CRM requires a deep understanding of its underlying structure, including entities, screens, and fields that form the backbone of your customer data management. Whether you're a system administrator or a developer, having a comprehensive guide to navigate this complexity can make all the difference. That’s where the Sage CRM 2024 Column, Screen & List Reference comes in as a single resource that makes customizing, extending, and maintaining your Sage CRM system easier.
What is the Sage CRM 2024 Column, Screen & List Reference?
This reference document is a detailed spreadsheet that provides a clear overview of key elements within Sage CRM’s system architecture. It covers:
- Details of Columns of System Primary Entities:
- Understanding the columns (fields) for entities like leads, contacts, opportunities, and cases is essential when extending or customizing the system.
- List of Screens:
- This includes filterbox, entry, and search screens used by system primary entities.
- Details of Fields in Screens:
- This tab documents which fields are displayed on which screens, providing a critical resource when planning layout changes, adding new fields, or adjusting validation rules.
- List of Lists:
- These are the various data lists, which represent how the CRM displays data in different formats.
- Details of Fields in Lists:
- This section documents the fields used in these data lists, ensuring that the presentation of information is consistent and relevant.
Why is this reference important?
For system administrators and developers, the Sage CRM 2024 Column, Screen & List Reference offers several significant benefits:
This reference
- provides an "atlas" to make informed decisions when adding new fields, modifying screens, or configuring lists.
- enables you to assess this by providing a clear picture of what fields are already in use and how they’re connected across screens and lists.
- helps developers map data between systems accurately. It also makes it easier to extend the CRM's functionality without causing conflicts or redundancy.
The Sage CRM 2024 Column, Screen & List Reference is not just a snapshot of the current system but also a planning tool for future developments. Whether you’re looking to improve workflows, introduce new fields, or integrate with external systems, having this reference can save time, reduce errors, and ensure your customizations are well-structured and consistent.
You can download the Sage CRM 2024 Column, Screen & List Reference here: Sage CRM Community