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Michele Gaw

Link Tables

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Is it possible to create additional fields in the CRM interface in the Person_Link table?

I am working on integrating Sage CRM with Timberline (Sage 300 Construction and Real Estate). In order to make the connections between the company and person, I originally just used the pers_companyid field and created a procedure to grab the company based on the ID from Timberline which is stored in the company table. However, I need to attach additional people to the company record. Therefore, I am going to have to utilize the Person_Link table. In order to connect the additional people, I feel I am going to need to populate the Person_Link table with the Timberline ID.

Therefore, if it is possible to add the field within the CRM interface, can someone please let me know how? We are using 7.2.

If I cannot add the field in the CRM interface, am I going to break anything in CRM if I add the field in Management Studio?

Any assistance would be greatly appreciated. Thanks

  • 0

    I don't think you would break anything, it just may be an issue if you upgrade/update. It is always advisable to keep the fields in metadata.

    You can unhide the phone_link table in Custom_Tables (bord_system,bord_hidden), the create the field as you usually would, then hide it again.

  • 0

    Thank you! I will document things to look for on upgrade.

  • 0

    You should be able to expose the CRMEmailPhoneData table, make sure you refresh meta data once you have updated the custom_tables table in SQL, I have just done this in my test system and the table is available as a secondary entity.

    I have never personally amended the CRMEmailPhoneData table, so couldn't give you any advice from experience. Thinking about it, as long as you cater for the triggers and the stored proc, I cannot think it would cause any issues. Obviously administer this in a test environment first.

  • 0

    Toby

    Can I add a field to the table CRMEmailPhoneData? Understanding that I will need to be aware of it on upgrade?

    I also understand that I will need to add my field to the triggers.

    If I can, I tried to unhide this table in the same manner you recommended above for the link tables. However, I still could not see the table in the interface.

    I haven't tried to modify it in Management Studio as I would rather do it through the interface if possible.

    Any assistance you could provide would be greatly appreciated.

    Thanks!

  • 0

    OK, I will try this out in our test environment and see how it goes. I did not refresh meta data so that is probably why I cannot see the table. Thank you for the reply!!

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