Sage CRM

Hello, I have two custom entities, Serial and Inspection. The serial entity is a serialized product, and has columns like model number, description, work order, etc. The inspection entity would be a child of the Serial (i think?). When the quality…

Hello, I'm trying to auto-set a SSA field on the client side, based on a value the user selects in another SSA field on the main entity. Scenario: User goes to "New Case" screen. Enters in a serial # (custom entity). The serial # has the company_id…

Hello, Is it possible to change the field that is displayed as a value for SSA field? For example my SSA field looks up a person and as a value in that field I don't want to see the name, I need to display his address. CRM currenly has functionality…