Sage CRM

Hey there! I only started working with Sage (we use version 2019 R2) a month ago so please bear with me if the answer is too obvious. Is there a comprehensive tutorial on what needs to be done when creating a new table so that it works in conjunction…

When you start adding many custom entities to CRM, the standard CRM horizontal tabs can become very cluttered. A need arose to group tabs into a dropdown menu. Attached is a js script that rebuilds the CRM horizontal tabs and replaces it with…

Can anyone help with how to create a new tab for an Opportunity or a Person entity?

Hoping someone can assist me in understanding how address data appears in the data tables and back out to Sage CRM. On the company record, I see two areas where the company address is presented..On the company summary tab and on the address tab. When…

I have a custom Entity - "Building" That entity has a child entity called "BuildingAddons" Child was created using the methods outlined here https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2010/06/08/how-to-create-a…

Hey guys, I've created an external table connection to a view in an external database. I've created the appropriate screens/blocks inside my asp page and everything works great. However my problem is when I search for records and click on the hyperlink…

I'm having an issue with the tabs on my .net pages. Pages are created inheriting the dll classes (DataPageEdit, DataPage, etc) If I don't include GetTabs("customentity"); in the buildcontents override it shows the tabs of the parent entity. However…