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peterr

Adding SQL fields to CRM screens

Posted By

There are some fields that exist in the MS-SQL tables but are not visible on the CEM customization screens. I am trying to add the filed dbo.Company.Comp_UpdateDate to make it visible and searchable in CRM through the company find and grid screens but it is not available to add. Can it be made available? if so how is that done?

  • There are a set of fields in the database that are designed to be hidden and maintained only by the system.  These include

    xxxx_CreatedBy
    xxxx_CreatedDate
    xxxx_UpdatedBy
    xxxx_UpdatedDate
    xxxx_TimeStamp
    xxxx_Deleted

    The primary key e.g. comp_companyid is also hidden.  What is the need for accessing this data in the interface?

  • Hi Peter 

    You should find that the comp_updateddate is available to be added to the Company Find Screen and Grid - whilst you can't modify them, you can use it for searching purposes. 

    You just need to make sure within vSearchListCompany that the field is called upon. 

  • in reply to Sage CRM

    The users wants to know when this records was last updated to allow them to focus on records that have not been updated in a long time.

  • in reply to peterr

    OK.  Matthew has mentioned that you can surface this field in a view.  But please don't try and make a field like this editable.  

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