Method 1: Record your future customizations
- Create a new component to record your future customizations:
- Go to <My Profile> | Administration | Customization | Component Manager | Component Details.
- Click New, and then use the following options:
- Component Name. Enter the component name.
- Description. Enter an informative description for the component.
- Set to Be Current Component. Select this check box to set the new component as current. The Component Manager always uses the current component to record your customizations. You may be prompted to script the current component before setting your new component as current. If you do not script the current component, you may lose the customizations recorded previously.
To script the current component, in the message box that opens, click Cancel.
- Click Save to save your new component.
Now you can make your customizations.
When you are done, generate script files from your component as described in Step 2: Generate script files.
The component is set as current and listed under Existing Components. The current component automatically records all your customizations even if they span several days and you log in and out of Sage CRM during that period. The screens you customize are labeled with the name of the current component that records your customizations. The current component records your customizations until you stop the Component Manager or set a different component as current.
You can stop and resume the recording as described in Stopping and resuming recording to record only what you need.