Sage CRM

Hi All, I am trying to create a second Custom Entity(PHASE) under a newly created Custom Entity(SITE) using the Custom Entity Wizard for CRM 7.2. Unfortunately I am unable to do this. When I create the entity "PHASE", it gets created at the same…

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…

Help! I have a list page that I am creating that will operate like a "QuickLook" page. One of the panels that I put on the page was Resident Deposits. For some reason, this panel is displaying twice and I am not sure why. Hoping someone can help and…

Hoping someone can help. I appear to be having some strange behavior in my system and I am not sure why. Lists that were created using .net are showing all records in the system versus just the records for the company record I am on. The strange thing…

Hey guys, I created a custom entity called New Item Request (and some others) and they are at the Company Level so they are tabs on the company record. If I click on the New Item Request tab, then click on Administration and the back to Menu I get the…

Hi, When you attempt to merge a person I was expecting my custom entities to show up as optional check boxes. Can anyone tell me how I can achieve this? I am using Sage CRM 7.2e. Thank you Julian

Hi @all, after ugrading a CRM 7.0 installation to 7.2c (with existing custom entity) the action "Export to file" for groups is no longer available. The groups are created calling a custom asp page using the TargetBlock COM Object. Found this article…

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, I'm very new with Sage CRM development and now, I'm trying to achieve to put a button on Customer entity screen. When you go to 'Communication' -> 'New Appointment', there's 'New Person' link on screen which when you clicks it, it will pop up…

I created a new custom entity (OpportunityContact). I created a new tab in the Opportunity Tabs to run a block. That block is a listblock that contains the opct_description field and opct_personid field. My issue is when I click on the tab from Opportunity…

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…

Hi All, I have added one html label in custom content. I want to change the text of that label with custom entity field value. For example: 1. I created Test Entity 2. Created test_amount field 3. Created summary screen and added above field…

Hi, I tried to add a screen to personsummaryblock where i also activated my component recording but the screen is not there? Am I doing something wrong or is the feature not working?

Hi, I have a small issue with save button on my 'myAircraftNew' page. If i dont provide details for my required fields the save action will completely ignore it. The resulting action is a new null record in my database. How can i enable field…

How can i create a complex page in ASP.NET c#? I cant find any example. Please help me.

Hello, I have a cancel button here defined in my search page : this.CancelMethod =""; When i press this button i would like to to simply go back one page. How can i do that? Thanks.

I am trying to arrange my custom buttons so that they are all consistently in order on every single page. Please see the code below : this.EditMethod = "RunEntityDataPageEdit"; this.AddUrlButton("Delete", "Delete.gif", UrlDotNet(ThisDotNetDll, …

Hello, I am trying to assign my EntityDataPage to Summary tab. At the moment Summary tab points to the EntityDataPage method within DLL file. When i select a specific item from a list of items then ill get my EntitiyDataPage from my dll file which…

Hello, I am trying to retrieve a list of projects with associated company. (for example: i am trying to do the very same thing where when you find your company and click on 'People' tab then youll get all people associated with this company.) So…

Hi, I have a custom entity called 'Project'. This entity is linked to a company id and person id where these two fields are of type 'Adv Search Select'. When creating new project record only project name and company id fields are mandatory. When saving…

Hi, I'm facing a problem that the new custom entity that should be available for specific user profile has appear to be available to create new record to all user profile. I want it to appear for the specific user profile only but I still can't do…

Howdy Folks, I have a custom entity in CRM 7.1g (installed using the wizard) I removed the delete option from this custom entity as it was too easy to delete an item If a user is in a custom entity and clicks "Delete" it deletes the selected entity…

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…

Hello Have searched for answers to this but can't find any so thought I'd try a new post. Have created a custom entity (called Contracts) using the entity builder, and it was created as having Communications. If I add an email address from the contracts…

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…