Sage CRM

Version: S age CRM 2018 R3 We created a custom entity for a client but at the time there was no expected need for a library or templates. The business practice has changed and we now need to add mail merge capability to the existing custom entity. Other…

I have a secondary entity tied to cases where users can enter multiple "items" they used on the case ticket, so a one to many scenario. What I'm trying to figure out is if it's possible to create a table in the mail merge for a case to show those multiple…

Hi All, As the Title says - I am trying to create a Mail Merge (HTML or Word) to include information from Company Record and a custom entity I have modified the vMailMergeCompany to include my custom entity and this works as expected; I am following…

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…