• 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…
  • Hide entity tab on iPad

    Hello, i need to display/hide tabs in condition to field values. In the crm desktop version, there's no problem with hiding tabs. For example, i added a tab "Protect Details" with the SQL condition proj_performance_line like '%Protect%' . In result…
  • New Empty Block in New Tab

    Howdy Folks Hopefully just a quick question, I have been testing customization like new tabs and adding external list views into these tabs etc.. and these have been working fine. But what I want to do is create a new Tab in a company entity, and…
  • Where to custom tab of company ?

    Hi everyone . Could you tell me where can i remove some tab from company ? Thanks in advance . /Sokheng