Sage CRM

I have a custom entity that HadCompany and HasPeople. If I link an existing company, is there a way to bring over all the people in that company automatically? Thanks!

Is it possible in a custom entity to add a section below the summary that shows a list? I have it as another tab at the moment, but the user would prefer it be below the summary. Thanks!

Hi, I have created a progress table for a custom entity I created. When I add a new record to the custom entity it adds the details to the progress table but when I edit the record it does not add a new record to the progress table. I have no way…

Hi there, I created a custom entity using the Advanced Customization Wizard where our employees are able to create reports for meetings, that they had to advance the opportunity, directly inside the CRM. I want to both be able to see which people participated…

Hi everyone! I created a custom entity using the Advanced Customization Wizard and subsequently created a new tab that shows up in the main opportunities screen. To keep it simple the whole navigation is supposed to happen in roughly one place so that…

I am having an issue with an ASP page for a custom entity. There is a white box covering a portion of the top frame and I cannot determine what is causing it. This is what it looks like... It is the white area just under the black Sage CRM bar.…

I am trying to add a Create New Group Button to a custom entity Find Screen. Is this possible? I added the following script to the EntityFind.asp page. searchContainer.AddButton(CRM.Button("Create New Group","save.gif", CRM.Url(597))); The Create…

Help! Please! I think I am running into an issue with a table level script where perhaps I cannot see the forest for the trees. :-( I have a custom entity and if I update a field on that entity, I want to update another field on the same entity and…

I've recently added several new entities to a demo CRM, all using the Advanced Customization Entity Wizard . It seems that half the time everything works fine, but it's not uncommon that the new entities do not display in the Recent List after navigating…

Hello community, we have a custom entity "Project". After the upgrade from 7.3 SP3 to 2018 R3, the entity name is not showing any more in the favourites. The link of the "Project"-Favourite is working correctly. Does anyone have a hint? Thank…

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 am working on an install that has two custom entities that are a child of the Company entity. These additional entities were created to accommodate the way they want to enter oppos and quotes. The additional entities are called Location and Job Sites…

I have created a new custom entity using the advanced customisation wizard for CRM 2018. I checked the box for 'Has Cases' when creating the new entity. The wizard added the new entity ID field to the Cases table as an Adv Search Select with default set…

As my subject indicates, I am attempting to create a case from within a case from a Custom Entity (using workflow) and I am getting the following error and I am not sure how to resolve it. The error appears multiple times on the screen (probably more…

Has anyone created a .Net DLL implementation of a pipeline page for a custom entity? This should: - work with My CRM / Team CRM - support filter panel - support clicking a pipeline section to auto-filter the list

Hi Everyone, I'm having an issue with the .NET Web Class. I have created my page and it is doisplaying the data, but the CRM List that I have added is not displaying correctly with the pagination. I have used the following to create the instance of…

Hi Does anyone know how to remove the favorites "star" from the topcontent on a custom entity?

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, I created an new primary entity in 7.3 using the 7.3 Advanced Custom. Wizard. Everything works fine connected with an Admin account (Lists, tabs, entry screen,...). I can create records, view them in lists and update them. When I connect as…

Hi , is it possible to have Add file button / feature on one of newly created custom entity ( say testEntity) screen . I am looking to add document against testEntity on testEntity Summary Screen. Hope this makes sense. Let me know if you need more information…

Hi, After the upgrade to version 7.3 I have found the following issue. I have a Contract field on the Opportunity screen, and as there is no standard solution for hyperlinking the value of this field to the Contract record we have set up the workaround…

Hi All! We are using a SAGE CRM 7.0.e version. I am currently working on a Case. I'd like a global rule called "Inform Supplier" to show a new e-mail creation window to the user once you press on it. is that possible? Please Help me :)

Hi Guys, I created a custom entity using the Advanced Customization Wizard. I selected the option "Has Cases" so the Case Grid was created in the Lists tab. The case grid has the Hyperlink to Case set but when the list gets populated the href looks…

Hi, I'm creating a new Custom Entity, and on the creation of the new Data I would like to have New Person & New Company Screen as what in the new case got. How could I achieve this on the CRM. I'm using CRM 7. Thanks in advance

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…