Referencing records from a Custom Table in a Advanced Search Select field.

1 minute read time.

In the screen shot below you can see that in my customised implementation of Sage CRM, I am able to associate an Opportunity with an record held in an external database.

The external table in my system is called 'Contacts'

To allow the table to be referenced by an Advanced Search Select I had to add the following translations into the system.

  • family=SS_Entities, code='Contacts', capt_us='Contacts'
  • family=SS_SearchTables, code='Contacts', capt_us='Contacts'
  • family=SS_ViewFields, code='Contacts', capt_us='ContactName'
  • family=SS_IdFields, code='Contacts', capt_us='CompanyId'


Once the translations have been entered then you should be able to define a field as an Advanced Search Select and see 'Contacts' in the entity drop down in customise fields.

Then you add a list called 'ContactsGrid' and a screen called 'ContactsSearchBox' then these will be used when you click on the search button. And you can put whatever fields you like in the search box and list box.
In the list box, set hyperlink on the Contact Name (or whatever field) to Opportunity (for example) and it will do some clever stuff to go back to the calling screen.

See also: Creating a Search Select Advanced Field that links a CRM table to a Parent Table in an External Database

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  • Jeff

    I tried to use this method to add MailChimp campaigns as an SSA on Wave Activities and it behaves as expected on the entry screen (the MailChimp Campaigns are listed by description and selectable), the MailChimp campaign id saves to the Wave Activity record but then the record is unviewable in the Wave Activity summary screen with the following error:

    "Access violation at address 1A5E8C12 in module 'eware.dll'. Read of address 00000036"

    Any idea why that is happening and is there a way to link the MailChimp Campaign to a Wave Activity?

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  • Jeff

    I tried to use this method to add MailChimp campaigns as an SSA on Wave Activities and it behaves as expected on the entry screen (the MailChimp Campaigns are listed by description and selectable), the MailChimp campaign id saves to the Wave Activity record but then the record is unviewable in the Wave Activity summary screen with the following error:

    "Access violation at address 1A5E8C12 in module 'eware.dll'. Read of address 00000036"

    Any idea why that is happening and is there a way to link the MailChimp Campaign to a Wave Activity?

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