Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
I have a custom entity, called LeadDB, which is navigated to by means of a find screen. I have added a library and the library page includes the document drop.
The LeadDB may or may not be linked to a lead as its parent. Therefore I have the document…
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…