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  • Custom Entity - HasCompany and HasPeople question

    I have a custom entity that HadCompany and HasPeople. If I link an existing company, is there a way to bring over all the people in that company automatically? Thanks!

  • Custom Entity - Section below the summary

    Is it possible in a custom entity to add a section below the summary that shows a list? I have it as another tab at the moment, but the user would prefer it be below the summary. Thanks!

  • Custom Entity Progress Table - No insert for edited record

    Hi, I have created a progress table for a custom entity I created. When I add a new record to the custom entity it adds the details to the progress table but when I edit the record it does not add a new record to the progress table. I have no way…

  • 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…

  • Using buttons to link to a tab created by a custom entity

    Hi everyone! I created a custom entity using the Advanced Customization Wizard and subsequently created a new tab that shows up in the main opportunities screen. To keep it simple the whole navigation is supposed to happen in roughly one place so that…

  • White Box over Top Frame

    I am having an issue with an ASP page for a custom entity. There is a white box covering a portion of the top frame and I cannot determine what is causing it. This is what it looks like... It is the white area just under the black Sage CRM bar.…

  • Create New Group Button - Custom Entity

    I am trying to add a Create New Group Button to a custom entity Find Screen. Is this possible? I added the following script to the EntityFind.asp page. searchContainer.AddButton(CRM.Button("Create New Group","save.gif", CRM.Url(597))); The Create…

  • Custom table - Table Level Script

    Help! Please! I think I am running into an issue with a table level script where perhaps I cannot see the forest for the trees. :-( I have a custom entity and if I update a field on that entity, I want to update another field on the same entity and…

  • Advanced Customization Entity Wizard: issues with Recent List and images

    I've recently added several new entities to a demo CRM, all using the Advanced Customization Entity Wizard . It seems that half the time everything works fine, but it's not uncommon that the new entities do not display in the Recent List after navigating…

  • Adding Advanced Find and Mass Update and Groups for a Custom Entity (Project) in Sage CRM

    The article will take you though the steps to add a custom entity to the Advanced Find screen. To do this you will need to have already created the custom entity. I have made the assumption that you have created an entity called Project. Once…
  • Sage CRM 2021: Add a view for custom entities to support the sending of emails in workflow and escalation rules.

    Sage CRM 2021: Add a view for custom entities to support the sending of emails in workflow and escalation rules.

    Imagine that you have created a new custom entity called 'Project' for your system. Sage CRM provides the Advanced Customisation Wizard to allow you to do just this very easily as you can see in the image below. You should notice that I created this…
  • Sage CRM 2021 R2: Fixing the "Favourites" feature for a Custom Entity

    Sage CRM 2021 R2: Fixing the "Favourites" feature for a Custom Entity

    Sage CRM has a great feature — Favourites. All primary entities have the ability to mark them as favourite and access them easily from user Favourite list. We can extend this feature for custom entities as well. If you have used Advanced Customisation…

  • Referencing records from a Custom Table in a Advanced Search Select field.

    In the screen shot below you can see that in my customised implementation of Sage CRM, I am able to associate an Opportunity with an record held in an external database. The external table in my system is called 'Contacts' To allow the table to…

  • Implementing Self Service: The Schloss Schwanberg Case Study

    About two years ago I wrote a series of articles that supported a Case Study and exercise in the implementation of an instance of Sage CRM with custom entities that needed to be accessed through Self Service. The case study is called "Schloss Schwanberg…

  • Automatically Filtering Reports on Custom Entities by the Currently Assigned User in Sage CRM.

    It is a common business requirement to add new custom entities into Sage CRM. This can be easily done either by using the Advanced Customization Wizard or by using the slightly more manual process of adding the new table under the Administration screens…

  • Schloss Schwanberg Part 9: Editing Guest Information

    This is the ninth of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…

  • Schloss Schwanberg Part 8: Adding Guest Information

    This is the eighth of a series of articles that will will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…

  • Schloss Schwanberg Part 7: Displaying Guest Information

    This is the seventh of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…

  • Schloss Schwanberg Part 6: Adding a new custom Guest Entity

    This is the sixth of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…

  • Schloss Schwanberg Part 5: Creating the Booking Management page.

    This is the fifth of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…

  • Schloss Schwanberg Part 4: Promoting the Lead (Enquiry) to an Opportunity (Booking)

    This is the fourth of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…

  • Schloss Schwanberg Part 3: Creating the Self Service ASP page to Capture the Lead

    This is the third of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…

  • Schloss Schwanberg Part 2: Defining the Lead Screens for the Self Service Site

    This is the second of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…

  • Schloss Schwanberg Part 1: Starting the Case Study - Setting Up the Self Service Site

    This is the first of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…

  • Join me at Schloss Schwanberg for the Wedding of the Year! A Case Study involving Self Service and new Entities.

    As the an exercise for a training course we have created a Case Study called "Schloss Schwanberg". This describes a wedding venue business that owns a small Castle that provides a service to couples planning a wedding. The castle, its chapel, great hall…

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