Customisation Guide: Difference between revisions
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Custom Primary Entity Tabs | 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) | To add the Communications tab (we assume that these primary entities have communications) | ||
Caption=Communications | |||
Action=customfile | |||
Custom File=SageCRMWS/listCommunications.aspx | |||
Revision as of 13:57, 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
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
