Customisation Guide: Difference between revisions

Latest revision as of 11:58, 1 December 2023

This page is to detail how customistions can be implemented in the Accelerator Pro/Plus and MobileX products.

No customisations are possible in AC Lite.

Primary Entity Search

These use the screen

  ENTITYOfficeIntSearch

to determine what fields to search on.

If the ENTITYOfficeIntSearch field does not exists then the xxxx_name field is used

It is recommended that you create SQL indexes on these fields to improve performance.

Primary Entity Search List Results

These use the screen

  ENTITYOfficeIntSmall

to determine what fields to display

SSA fields

These use the CRM screen

  ENTITYOfficeIntSmall

to determine what to display when a search result is returned.

If the screen ENTITYOfficeIntSmall does not exist then the xxxx_name field is only shown

Custom Primary Entity Tabs

To add in a tabgroup you create it using the name

  ENTITYInt

eg

 ProjectInt

Next you add in the Summary tab item

 Caption=Summary
 Action=customfile
 Custom File=SageCRMWS/intENTITY.aspx

To add the Communications tab (we assume that these primary entities have communications)

 Caption=Communications
 Action=customfile
 Custom File=SageCRMWS/listCommunications.aspx

@@ Line 15: / Line 15: @@
 If the ENTITYOfficeIntSearch field does not exists then the xxxx_name field is used
+It is recommended that you create SQL indexes on these fields to improve performance.
 ----
@@ Line 42: / Line 42: @@
 Custom Primary Entity Tabs
+To add in a tabgroup you create it using the name
+   ENTITYInt
+eg
+  ProjectInt
+Next you add in the Summary tab item
+  Caption=Summary
+  Action=customfile
+  Custom File=SageCRMWS/intENTITY.aspx
 To add the Communications tab (we assume that these primary entities have communications)
-   set the "Custom File" value to be "SageCRMWS/listCommunications.aspx"
+   Caption=Communications
+  Action=customfile
+  Custom File=SageCRMWS/listCommunications.aspx