Creating Custom Entity

Procedure

  1. Select Admin > Custom Entities and then select Create New > Customer Custom Entity.
    The Add A Customer Custom Entity screen is displayed.
  2. Enter a name for the custom entity in the Name field. Each custom entity must have a unique name.
  3. Enter a unique identifier for this custom entity in the Reference Tag field. Note that reference tags only use alphanumeric characters, underscore and period. The value should be similar to the name of this custom entity and easily understood.
  4. Optionally, you can use the Description field to explain the custom entity to the customer. Description information is viewable by customers.
  5. Also optionally, you can use the Internal Note field to record notes about this custom entity and how it is used. Internal note information is only displayed in CRMS and not to the customers.
  6. Click Save.

    Custom entities require a custom entity attribute. Add a custom entity attribute to the custom entity as described in Custom Entity: Adding Attributes.