Custom Table Plugin
We have created a Custom Table plugin for RISE CRM, for one of our client’s requirement.
In Rise CRM, creating a Custom Table plugin allows you to extend the system by adding tables that store additional data relevant to your business processes. A custom table helps you to manage specific data that the default tables might not support. To create this plugin we have follow a guide on how to create and use a custom table plugin in Rise CRM:
1. Define Your Requirements :
We have defined here the purpose of these tables. What data do you want to store? How will it interact with other parts of Rise CRM? You can define your own fields in the custom table, allowing you to store and manage unique data relevant to your business. These fields can be text, numbers, dates, or other types of data.
This plugin will allow you to create new records in the custom table, storing custom data in a structured format within RISE CRM's database.
2. Create Custom Table :
We have defined a custom table in the database where Rise CRM stores its data.
3. CRUD Operations :
You can perform standard CRUD operations on your custom table. This includes adding new records, viewing records, editing existing entries, and deleting records as necessary.
4. Custom Views :
The custom table plugin allows you to create custom views and interfaces that display data from your custom table. You can design forms for adding or editing records, as well as create list views for displaying multiple records in a table format.
5. Integrating with Existing CRM features :
This plugin will support only a few existing plugins like Client, Contact, Project, Task, Tickets and Lead plugin. Because these plugins have tab structure. And as per client requirement, he needs custom tables only for these plugins.
Custom table data can be integrated into other RISE CRM plugins. For example, custom tables could be used to store additional information about clients, projects, or contracts that isn’t captured by the default CRM structure.
6. Role based access control :
You can integrate the custom table plugin with RISE CRM’s role-based access control system. This means you can specify which users or roles have access to view, create, update, or delete records in the custom table.
Different permission levels can be set for different roles, ensuring that sensitive or restricted data in the custom table is only accessible to authorized users.
why a custom table plugin of rise crm will be beneficial for clients
- it allows them to extend the capabilities of the CRM to fit their unique business requirements.
- Clients often have specific data they need to track, such as inventory, subscriptions, custom contracts, or project-specific information. The custom table plugin allows them to create and store this data in a structured way without relying on predefined fields in the CRM.
- Different industries have unique requirements. For instance, a legal firm may want to track case-specific data, while a manufacturing company may need to manage parts inventory. The custom table plugin allows clients to tailor RISE CRM to meet their specific business processes.
