Creating a new table connection

Note that you cannot create a connection to two or more external tables if all those tables contain a field with identical name.

1. Log on to Sage CRM as a system administrator.
2. Go to <My Profile> | Administration | Advanced Customization | Tables And Databases.
3. Click New Table Connection.
4. Complete the following options and click Save:
   • Table Name. Enter the name of the table to which you want to connect.
   • Table Caption. Enter a friendly table description you want to appear in the Sage CRM lists.
   • Database. Select the database that contains the table to which you want to connect.
   • ID Field Name. Enter the name of the table field (column) with which you want to uniquely identify the table.

To access the table, go to <My Profile> | Administration | Customization | Secondary Entity.Note that you cannot add views to an external table.

The table columns are displayed as fields in <My Profile> | Administration | Customization | <external table> | Fields. To add the fields to screen areas, such as lists and screens, go to <My Profile> | Administration | Customization | <external table>.