• Wrong encodings for custom entities in the workflow screen

    When I use workflows with my custom entities, the selection fields are displayed incorrectly, how can I fix this.
  • Change order of panels on Lead

    Can we change order for screen panels on Lead so that on Lead Summary tab it shows Lead Company Details Panel first and then others ? I tried changing the order form Administration -> Customisation -> Lead > LeadEntryBlock but no good thanks
  • Library Record Creation - Sage 2017 R2 - SOAP /WEBSERVICES - Question

    All, Thanks for taking the time to read this. I have an issue with creating a library record via web services. AIM : Create a library Record -> Populate fields with data. Sample Code: ewarebase[] CRMBase = new ewarebase[1];//Allows reference…
  • Blank Workflow Screen

    Hi All, I'm wondering if anyone has had an issue whereby they have created a workflow with a transition rule and once that transition rule is pressed it redirects you to a blank page? Currently I'm experiencing this within .Net and ASP pages. I have…
  • Having Add file button / feature ( same as its on Shared Document tab ) on Custom Entity

    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…
  • ASP.Net Code to find location of Library Document

    Hi, I am attempting to write a custom email extension to Sage CRM 7.2 for the Docusign API. The idea is that from a document in CRM you can then select to send this to a recipient, to do this I am writing a custom .Net dll. The issue I have run into…
  • Error when referencing external DLL

    Hi, I am attempting to create a new page in CRM using a custom .Net dll which will allow our users to hook into the Docusign API. When I attempt to send the document to the API I the dll throws an exception stating that 'Could not load file or assembly…
  • MyCRM query strings and URL history / redirecting

    Hello, I have a problem with URL redirecting and / or query strings. I have developed a custom Opportunity entry page in C# .NET. This page is accessible from the main menu as well as MyCRM>Opportunities. When the list page is accessed in MyCRM…
  • Opportunity key0 - Where to get it?

    Hi, In one of my pages i need to construct a URL for Opportunity summary page and to do that on the server side i have to manually set a value for Key0. Where can i find this value in Sage CRM database and what does it refer to exactly? All i…