Adding new data entry and maintenance screens

This example illustrates how to add a new table to store customer-specific information in Sage CRM. You can edit or delete information in the table as required.

For example, you can use the new table to store company information needed after an opportunity has been closed, and before engineers start the implementation.

• Step 1: Create a new table
• Step 2: Add the installed base tab
• Step 3: Create a List object for installed base
• Step 4: Create the installed base screen
• Step 5: Create one or multiple ASP pages to display records
• Step 6: Configure reporting on installed base records

The steps in this example are applicable to Company, Person, Case, Lead, and Opportunity entities.