Sage CRM

Help! Hoping someone can help me with this. I have a list from a custom entity that is attached to the company table. I want to be able to export this list to an Excel file. I saw some posts on how to do this for a custom entity that seem to indicate…

Hello, When i am progressing my custom entity to another stage within my workflow another page is displayed containing fields for amendment. (which is fine) This screen contains 3 buttons called 'Save', 'Cancel' and 'Help'. When the cancel button…

Hi, Is there is a way to enable workflow but prevent user from access change button. I want to avoid changing any code in asp page. I found that this can be done by having entity as secondary entity where only user with admin right can access the…

We are currently facing the problem that continue button is custom entity doesn't link back to the page we desired. In my case is link back to the tab of another custom entity. Is there is a way to change it. Right now we just hide the continue button…