x Want to participate? Join the group to interact

  • Linking people to a custom entity

    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…

  • Using buttons to link to a tab created by a custom entity

    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…

  • Add URL Jump link to group list for a custom entity

    Hi, I wonder if it is possible to add URL Jump link to a group based on a custom entity. For example, a custom view is created for the custom entity named "Project". A group is created based on this custom view, and the user can click on Projec t Name…

  • Cancel button calling &Cancel method. (caption code)

    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…

  • .NET CustomPage - Button creating new Oppo -> Redirect to Oppo after Saving it

    Hello everybody, we've got a custom page (tab underneath communication) showing additional information. This is realised using a DLL (List, Filterbox, several Buttons etc.). -> Additional Table in 1:n relationship to Communication. Now we've implemented…

*Community Hub is the new name for Sage City