Creating a screen

You can create a new screen in Sage CRM from columns in existing tables or external tables connected to CRM.

1. Log on to Sage CRM as a system administrator.
2. Go to <My Profile> | Administration | Customization | <Entity> | Screens.
3. Click New.
4. Select a screen type from Screen Type.
   If you select Search Screen, an additional field called Associated List is displayed on the New Screen Definition page which allows you to associate a list with the screen.
5. Enter the name of the screen in Screen Name. This is the name used to reference the screen in ASP pages.
6. Enter the actual name that's displayed on the screen in Screen Caption.
7. Enter the name of the view that contains the screen fields in Associated View.
8. If you're using fields from a foreign table, do the following:
   1. Enter the table name in Foreign Table.
   2. Specify the column that uniquely relates the foreign table to the Sage CRM table in Foreign Table Column.
      This column has a corresponding field on the Sage CRM table.
9. Click Save.

You can create a block from the new screen and use the block properties to customize the appearance of the screen.

You can also create a screen in an ASP page linked to CRM. For more information, see Creating an ASP page.