Creating custom entity

You can create custom entities in your Sage CRM environment. To do that, you need to download, install, and use the Advanced Customization Wizard. This wizard is distributed as an optional Sage CRM component. It helps you to configure the various parameters of your custom entity.

1. Download the Advanced Customization Wizard .zip file from the Sage CRM Partner Community.
   Make sure you download the wizard for your version of Sage CRM.
   
2. In Sage CRM, install and start the Advanced Customization Wizard:
   1. Log on to Sage CRM as a system administrator.
   2. Click <My Profile> | Administration | Customization | Component Manager.
   3. Under Add Component, specify the Advanced Customization Wizard .zip file you downloaded in step 1 of this procedure.
   4. Click Upload new component.
   5. Under Available Components, click to select Advanced Customization Wizard, and then click Install Component. After its installation, the Advanced Customization Wizard remains listed under Available Components. This allows you to use the wizard to create custom entities in the future.
3. On the Component Parameters, Step 1 of 2 screen, specify parameters for the entity being created.
   
   For more information about these parameters, see Entity parameters.
   
   Optionally, you can click Preview Install to view the configured entity parameters and export them to a Comma-delimited values (.csv) file.
4. When you are finished, click Install Component and wait until entity creation completes.
   
   In this step, the following screen elements are created:
   • Name and status fields
   • Search, entry, summary, and top content screens
   • A grid for the new entity
   • A tab group with a tab that contains a custom summary screen

   Other screen elements depend on how you configured the entity parameters in step 3 of this procedure.

5. When prompted, click Continue to finalize entity creation.