Accelerator Custom Entities

Accelerator allows you to add in custom Primary entities.

Our testing assumed that the entity was setup using the entity wizard.

Here are the steps

1. Open the web.config file for editing(located in CustomPages/SageCRMWS/)

2. Add in the search entity (max of 6 allowed so you may need to remove one)...we will use an entity call Jobs here.

              <add key="SearchEntities" value="Company,Person,Lead,Cases,Opportunity,Jobs"/>

3. Add in the key values (this is a subset..the full set can be seen in the web.config file for the default entities)

              <add key="jobs_table" value="Jobs"/>
              <add key="jobs_sql" value="( job_description like '#searchsql#%') and pers_deleted is null"/>
              <add key=" jobs_id" value=" jobs_jobid"/>
              

Re-start Outlook to test. You may also need to clear the cache on the client side toolbars to see the results.