Sage CRM

I am working with CRM 2022 R1. I created a custom entity with the Advanced Custom Entity Wizard component. When I am on the entity's "Summary Page" (EntitySummary.asp) and I hit the "Continue" button, ";charset=utf-8>" briefly displays on the screen…

I've recently added several new entities to a demo CRM, all using the Advanced Customization Entity Wizard . It seems that half the time everything works fine, but it's not uncommon that the new entities do not display in the Recent List after navigating…

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…

Help please! I have created a secondary entities with the Advanced Customization Wizard and the only users that can see the tab for the newly created secondary entity are System Admins. I am not sure where I went wrong. The entity is secondary to the…

Hi On the Marketplace downloads, I can see an Advanced Customisation Wizard for Sage CRM 2017, would this still be compatible for Sage CRM 2018? Am planning on upgrading to 2018 shortly, but need to plan whether some new entities should be created first…

Hi All, I am having an issue whereby the screens in .NET are not able to display information from a view containing two entities. I remember distinctly being able to do this in ASP. I've got a view to join a Custom Entity to the Person Entity and…

Hello, Created a custom entity called Project with the Advanced Customization Wizard like I have before and set it so it's owned by Companies, Has People and Has Cases. When I create and add a 'Project' it works OK. When I try to add a 'Case' by pressing…

I have built a custom entity using the 7.3 Advanced Customisation Wizard. The entity has a selection field and a multi select field. I have setup the translations for UK and US and triple checked this. I have created an email template for this custom…

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…

Is this available? If so, where can I find it? Thanks

Hi, I am trying to connect to an external database file. The extension of the file is dbc and it has been created by VisualFoxPro. I know that i can add a new database connection in administration section but i dont know what information i should…

Hi, I am just curious is it possible to have some kind of drop down list in MS Word that will allow you to add available fields to your shared document? Or is it possible to have a selection of available entity fields and add them to a shared document…

Using the Advanced Customization Wizard, I have created a new entity above Company called "Committee". Out of the box, this new entity (Committee) can have multiple Companies belong to a single Committee. This is great, however, I need to be able to have…

Hi All, I'm testing a custom entity at the moment - similar to one of Jeff's suggestions here ( https://community.sagecrm.com/user_community/f/84/p/8277/22730.aspx#22730 ) Say for example: I have the "Company" entity and I have my custom entity…

Hello, I would like some advice about a development I have to do in sageCRM 7.1 sp2. The objective is to see under the companies: The equipments that we sold. The contract they have on it The interventions made during the contract Print…