Description

Associate Client Company with Person Achieved requirement by performing the following customizations.

• Created Custom Entity called “PersonCompany” which works as link between Person and associated Company
• Created Screens for Listing and Summary page at “PersonCompany” Custom entity
• Added new Tab At Person Entity which refers to PersonCompany Listing page

Integration of Score data to Sage CRM

Achieved requirement by performing the following customizations:

• Created Custom Entity called “Score” which works as link between Company and its Score
• Created Screens for listing page at “Score” Custom entity
• Added new Tab At Company Entity [“Score”] which refers to Score Listing page
• Created integration application with fetch data from portal’s database and create Score entity records at CRM using Web Service