How do I enable a link table for the web service in Sage CRM?
Link tables are located in the Custom Tables of the Sage CRM database and are enabled for the user interface via the Hidden parameter. The web service access for the interface can then be granted.
Why does a link table have to be enabled for the web service in Sage CRM?
A link table has to be enabled for the web service in Sage CRM so that the interface can access the table. As long as the link table is not enabled, it is not available for web service access.
Where do I find the link tables in Sage CRM?
The link tables are located in the Sage CRM database under Custom Tables. That is where the link tables are selected for the subsequent enablement.
How do I enable the link table for the user interface?
The link table is enabled in the Custom Tables using the Hidden parameter. Once the link table is enabled for the user interface via the Hidden parameter, the web service access can be granted.
What can I do if the link table is not displayed in the user interface?
If the link table is not displayed in the user interface, the table can be activated through the Sage CRM database. The database route is therefore the alternative whenever the table cannot be selected in the user interface.
Can the web service access also be set via SQL?
Yes, the web service access can also be enabled or set directly via SQL. This variant is suitable whenever the setting is not supposed to be made through the Sage CRM user interface.
Where do I find further technical information?
A detailed technical description on how to enable a Sage CRM entity for the web service is available in this external FAQ: Enable Sage CRM entity for web service
Which questions commonly come up next?
How do I enable the web services for a user in Sage CRM?
Through the administration interface of Sage CRM. There you search for the user under User, open the record via the Last Name column, and set the option Allow Web Service Access to True. The individual steps are described in the article Enable the web services for users in Sage CRM
Where do I find the Channel Id in Sage CRM?
In the URL of the respective team. Under Administration, Users, Teams you open the desired team and read the Channel Id from the address bar. An example is included in the article How to find a Channel Id in Sage CRM?
Which fields are exported to Sage CRM without additional mapping?
A number of standard fields are exported to Sage CRM without additional CRM mapping. Which field names and internal names are covered is listed in the article Default CRM mapping for Sage CRM
If you have more questions, feel free to contact our support under support@snapaddy.com or your Customer Success Manager.