Sage CRM

Is it possible in a custom entity to add a section below the summary that shows a list? I have it as another tab at the moment, but the user would prefer it be below the summary. Thanks!

I created a new search screen so a user can search every address, not just the default address. For some reason when I go to maintain the screen definition some of the fields from the list are missing, whatever fields AREN'T part of the entity I created…

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…

Looking for some advice on the best practice for adding panels/blocks to the Case summary screen (this would also apply to some other summary screens). The requirement is that the panels appear after the second panel (Details) and before the third panel…

Hi All, Is it possible to create a screen that contains a list / grid (communications) and a preview window, a view similar to Outlook or any other email applications where you can select an email and preview before opening it? At present users use…

Howdy Folks Hopefully just a quick question, I have been testing customization like new tabs and adding external list views into these tabs etc.. and these have been working fine. But what I want to do is create a new Tab in a company entity, and…