Creating a tab to display a list of invoices

This example connects Sage CRM to a table called Invoices on a third-party database called External, and displays data from the table through Sage CRM. The Invoices table contains a field called Customerid that can uniquely identify companies within Sage CRM. The company table in Sage CRM has a corresponding field with this value.

You can work through the example using your own third-party database, or create a database using a tool such as SQL Enterprise Manager.

The External database and Invoices table are not supplied with the sample data in Sage CRM.

To create a tab that displays a list of invoices, complete the following steps:

• Step 1: Connect to the External database
• Step 2: Connect the Invoices table
• Step 3: Create a List object for Invoices
• Step 4: Create an ASP page to display the Invoices list
• Step 5: Add a tab that opens the ASP page