An Example of Codeless Customization: Adding Extra User Record fields to the interface

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This article is based on a requirement that a customer had to store additional information about each user that was also under the control of the user. The original customer requirement was quite simple, they needed to allow each user to maintain their own home address, date of birth and next of kin details.

The User table is a secondary entity and is customizable just like most Sage CRM tables.

From the screen shot below it can be seen that the following fields can be added into the User table using the standard System Administration screens.

  • user_dateofbirth
  • user_nextofkinname
  • user_nextofkinrelationship
  • user_homeaddress1
  • user_homeaddress2
  • user_homeaddresscity
  • user_homeaddresscounty
  • user_homeaddresspostcode
  • user_homeaddresscountry

These fields can be easily added into the internal user administration screen by using the existing screen 'UserAdminExtraBox'.

These fields can then be seen by the system administrator when managing a user.

Although these details can now be maintained by the System Administrator the orginal customer requirement was that these details should be able to be updated by the users themselves.

To do this the 'UserAdminExtraBox' can be called from User system menu using the simple 'runblock' action. The User menu is the menu that controls the 'My CRM' area.

In the System Administration screens navigate to

Administration -> Advanced Customization -> System Menus

Once the screen has been added to the User system menu then a user can update his or her own details.