Core Sage CRM entities include companies, people, opportunities, quotes and orders all of which can be synchronised to a third party application using LoriaLINK. However, the development of Sage CRM often includes the addition of custom entities to meet specific client requirements. This can include a wide range of applications such as managing training programmes, arranging and running events, job and project management and tracking information about machinery or other assets. LoriaLINK can easily be configured to include data from these custom entities so that costs and revenue can be tracked to show income and profit for the specifc entity and not just against the client company.

This article explains how to set-up and maintain settings for standard and custom entities.