Sage CRM

Our salespeople require multiple browser tabs to be open on a permanent basis showing various CRM screens, but this is causing an issue where the company top content appears on the wrong company record when certain steps are followed: 1. A browser tab…

Hello team, have the following problem with the display of TOP content. It should be displayed as shown here with the FAV icon and extended information on the right. This works in the ASP file and in .Net But if I now go and attach an crm object…

Comrade's: Is it possible to add fields from other tables to the Top Content of a person record? In order to do this, I think I would need to update a view to include an additional join. However, I don't know which view the Top Content uses. If it…

Need some assistance please! I have tried to conditionally display a field in the top content and I cannot get it to work. Is this possible or am I going about it wrong? I have added one field to the CompanyTopContent screen. I only want this field…

I was wondering if anybody else has encountered this issue and has a solution. When i have a field in the top content for a custom entity that contains an apostrophe for example the name O'Connor. There is an error in the top content that causes the top…

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…

Hi, Anyone know how to hide "Phone" (in red square) and replace with "Mobile Number" (in green square) from Person top content screen. I can manage to put mobile number on screen but how to hide "Phone"? I did some research and found that someone…

I created two custom entities in a SageCRM 7.2b , Committees and Roles. Roles are committee memberships that link people to committees with additional information about the person's role on the committee and the time frame. There is an asp page under…