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  • Button Groups - Opportunity - Not Working

    I am working with a client who is currently using Sage CRM 2020 R.2 1219. As of last Friday, the buttons that had been added through the "Buttons Group" area in Admin for an Opportunity are no longer appearing. Has anyone else run into this and if so…

  • Creating a button that only shows up inside a specific workflow rule

    I am currently working on implementing a workflow in Sage CRM 2019 R2 and wanted to add a button that creates a new Quotation inside my Proposal Submitted rule. When creating a button group the "Proposal Submitted" screen is not an option when picking…
  • A short round up of articles about using Button Groups

    A short round up of articles about using Button Groups

    Sage CRM has a feature called Button Groups that allows a system administrator to add buttons to System Screens. You can add buttons to most system screens by using the Button Group feature. Adding Buttons and Customizing the Email Screens Adding…

  • Hot Keys in Different Browsers

    The article " How Sage CRM Hot Keys work " explained how Hot Keys are implemented using the hyperlink AccessKey property in a browser. That article explained how the Case Summary screen has a series of Hot Keys associated with the different actions buttons…

  • How Sage CRM Hot Keys work

    Previous articles have discussed how Hot Keys can be added into Sage CRM. Get to your data quicker using shortcuts Adding a Hot Key keystroke to a Custom Button (added using Button Groups) What these articles have not explained is how the Hot…

  • Adding a Hot Key keystroke to a Custom Button (added using Button Groups)

    Sage CRM uses Hot Keys to allow users to access some screen actions using Key Strokes rather than just using the mouse. This has been discussed before in the article " Get to your data quicker using shortcuts ". We can add new custom action buttons…

  • Adding Extra Buttons to the Group Details Screen

    I have written another article that discusses how to add an extra button to the Saved Search Screen . That article discussed how most system screens can have additional action buttons added to them using the Buttons Group feature. But two important…

  • Adding Extra Buttons to the Saved Search Screen

    Sage CRM has a feature called Button Groups that allow a system administrator to add buttons to System Screens. I have discussed Button Groups in several articles. Adding Buttons and Customizing the Email Screens Adding Buttons and Customizing the…

  • Adding Buttons and Customizing the Email Screens

    Sometimes, just sometimes, I am left scratching my head about how to do something in Sage CRM. And then with a little more thinking, and exploration of the product and reading of the documentation I find that it is easier than I expected. An example…

  • Adding Buttons and Customizing the Outbound Call Screens

    The following article explains how you can customize the Outbound Call screens with custom content and additional buttons and expands the earlier article: Customizing Outbound Call Tabs . Outbound calls can be created for different groups. I have looked…

  • Choices in Customizing Lists

    You only need to follow the tags " List Page " or " List Block " to see that there have been lots of articles written already about how lists can be customized. In this article I want to step back and bring all these points together so we can see the…

  • Calling CRM Actions

    The CRM.URL() method is used to allow you to build correctly formatted URLs that reach back into the application. Most commonly this is used to interact with ASP pages and with Sage CRM .NET application extensions. For example to build a button that…

  • Adding a Clone Campaign button to Sage CRM using ASP COM API

    Here is an example that uses the Button Group feature added in Sage CRM. You can see from the screen shot above that I have added a button to the system generated Campaign Summary Screen. When the button is pressed, the following screen appears that allows…

  • Creating a new button when Lead summary screen in Edit Mode

    Hi Everyone ! i read an article ( https://community.sagecrm.com/developerhelp/Content/Developer/CB_CreatingButtonGroups.htm ) which is well explained that how can we add a custom button in button group . But what i want is to add my custom button in…

  • How to enable Workflow in .Net API

    Hi, I found the link ( https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2008/03/15/workflow-buttons-in-pages-built-using-the-net-api.aspx ) where you can create your own custom workflow buttons but i would like to to avoid…

  • How to create custom asp page with two buttons --> 1. Add 2. Edit

    I want to create custom asp page which will be called on button click. asp page should contain two buttons 1. Add --> click on this will open new asp page 2. Edit --> click on this will open new asp page Thank you.

  • Custom button is missing once the CRM Integration with Sage 300 ERP 2014 is installed on CRM server

    I created a new button through Administration > Advanced Customization > Button Group for Company Summary screen with the System Act of "newemail". It was working until I installed the Sage CRM Integration for Sage 300 ERP 2014. Once it was installed…

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