Learn How to Customize Views and Lists the Easy Way in Sage CRM 2017

 

If you’ve used business software in the past, you’re familiar with customizations, the code snippets that your reseller created for your system to make it efficient for your specific business needs. Sound complex? It was. Customization used to take in-depth programming skills that only developers had – but now that’s changed.

The Azamba team is pleased to let you know that the all-new version of Sage CRM 2017 R2 offers you the flexibility to customize your system with no coding skills. All it takes is some confidence on your part so you can learn to modify the system to fit your exact needs. Let’s dive in.

Customization 101 in Sage CRM 2017

The newest version of Sage CRM was redesigned from the ground up to meet the needs of modern users who connect to their CRM data directly from their smartphone, tablet, or computer; or who use their CRM data indirectly through integrated apps.

The way that Sage CRM 2017 connects with various devices and programs is through open programming, which enables integration with a wide range of developer tools, including Runblock. Reading about developer tools bores most people so we’ll spare you, but if you’re curious you can always contact the Azamba team to get more detailed information. 

Runblock: Your Code-Free Customizer

The one developer tool we will discuss today is called Runblock. It empowers your CRM system administrator (if you’re still reading this article, that’s probably you) to modify displays and menus in your CRM for all your users.

Runblock helps you:

  • Interlink internal CRM data in new ways

Perhaps you want to access your company’s current quotes but you don’t want to spend time clicking into individual system records. You can display your quote information at a glance by interlinking the quote information to the company information (all in CRM), which would provide you with an overall view of all your open quotes on a single, easy-to-reach screen.

  • Connect CRM with an external database

If you want to find and show data in Sage CRM 2017 from an external database such as Sage 100, Runblock will help you connect your CRM system to your ERP, as long as you know which server your ERP data is on and you have the login credentials to access your ERP as a system administrator.

  • Choose where and how to display information in your CRM

Once you’ve interlinked your internal CRM information in new, interesting ways, and/or drawn in helpful data from an external database such as your ERP, you can use Runblock to quickly display your new, at-a-glance data directly from a custom menu option you create.

Using the Customization Interface

Want to see Runblock customization in action? Check out this training video from Sage.

Not quite up to the task of codeless customization? We can help you achieve your ideal system setup.

Your Metadata Matters

The most important thing you need to know about the reimagined Sage CRM 2017 is that it’s built on a framework of metadata, which forms the essential skeleton of your data, including things like field captions (First Name, Email Address, Company Name) or field behaviors (Text field, Dropdown field, etc.)

If you format your metadata properly during your initial CRM setup, you’ll have the freedom and flexibility to confidently navigate and modify the back end of your system, making your system your own – even if you don’t have coding skills.

That’s why it’s important to ensure that your CRM implementation is done by an experienced team, such as Azamba. 

 

Contact the CRM experts at Azamba to get help customizing or upgrading to Sage CRM 2017.