• Custom Entity & Recent List

    I am having a mysterious issue with a Custom Entity and the recent list. CRM is 2018 R2. I created a custom entity in CRM [manually], which is a top level entity, and on a related ASP page I have called the method: eWare.SetContext("AC_Plan",PlanId) Where…
  • Custom entities losing the context

    Hello, I need some help on some customization because I don't find a solution for my issues. The customization: I have created a new custom entity "Activities" with the advanced customisation wizard. Then I add another new entity "Role" in order…
  • Sage CRM C# .net Pre-populate field/s on the server side

    Hello, I am trying to prepopulate some fields in my screen as follows: (the result of this is an empty screen with label "NoQuery") Record recTrackingExistingCompanyValues = new Record("ProspectTracking"); recTrackingExistingCompanyValues.SetField…
  • Sage CRM 7.2 - Displaying searched company record without go back to Find screen

    Hi, Here's requirement I got - Select Find to search for company (result as below pic) - Select first searched result to display company summary screen - Add 'Next' button on company summary screen which will allow to navigate to next searched…
  • Sage CRM 7.2 - ASP Screen Customization passing value to another iFrame

    Hi there, I'm trying to passing value (Year and Month) from Frame 1 (in pic below) to retrieve data from database and display in iFrame list below. I'm trying to get value from Year textbox and passing via URL (like http://localcrm/CRM/custompage…