Step 1: Save customizations in a component

In this step, you configure the Component Manager, a feature of Sage CRM, to save the customizations you want to transfer to another Sage CRM instance in a component. When you save customizations in a component, they are marked in the Sage CRM database with the name of that component. Then, you can use the created component to generate a set of script files containing your customizations and use these files to apply your customizations to another Sage CRM instance.

There are two methods to save your customizations in a component:

• Method 1: Record your future customizations. Use this method if you haven't yet made the customizations you plan to transfer to another Sage CRM instance. This method involves a number of steps you need to complete before you start customizing Sage CRM.
• Method 2: Retrieve existing customizations. Use this method if you want to transfer customizations already applied to Sage CRM. With this method, you can configure criteria to retrieve specific customizations from the Sage CRM database and save them in a component. For example, you can retrieve customizations made by a specific Sage CRM user, within a certain date range, or both.