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  • 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…

  • 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…

  • 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…

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