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A simple guide to

creating new

business modules in

Sage CRM using

Sage CRM Builder

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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.

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This guide aims to explain

all the important things you

need to know to create your

first business module in

Sage CRM Builder.

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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.

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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.

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.

Custom Module

Custom Entity Standard Entity

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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.

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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.

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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.

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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.

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Creating a custom entity

called Trainer

Part 1:

Go to

Sage CRM Builder

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You’ll find Sage CRM Builder in

Administration | Customization.

1. Navigate to Administration.

2. Click Customization.

3. Click Sage CRM Builder.

1 3

2

… and describe

your new entity

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Give it a name and a description.

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Give it a new icon.

Create

relationships to

other entities

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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.

Choose CRM

features for

your entity

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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.

Add fields to

capture data…

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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.

… and now let’s

add an email field

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In this case, choose Email Address

from the new field list.

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And fill in the details.

Design the

summary screen

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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

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Click Finish to build the entity.

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You can begin to add trainer data.

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You’ve successfully created

your custom Trainer entity

Congratulations!

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Creating a custom entity

called Training Course

Part 2:

Describe your new

entity

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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.

Create

relationships to

other entities

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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.

Choose CRM

features for your

entity

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Leave all the boxes checked so you

can use all the great Sage CRM

features for this entity.

Add fields to

capture data

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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.

Design the

summary screen

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Arrange fields and headers on the

Training Course Summary screen.

This is where you add tables and fields

from the Person and Trainer entities.

Build your

new entity

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You’ve successfully created

your custom Training

Course entity

Congratulations!

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When you’ve built your Training Course

entity, you can begin to add PanoplyTech

course information to Sage CRM.

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.

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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.

+

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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

?

Manage what matters

with Sage CRM Builder

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