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…
I have created a new custom entity called 'Project' using the Advanced Customization Wizard (aka Entity Wizard, Main Entity Wizard).
The requirement:
The requirement was to be able to use data from the project table in groups used for outbound emails…
Hi All! We are using a SAGE CRM 7.0.e version. I am currently working on a Case. I'd like a global rule called "Inform Supplier" to show a new e-mail creation window to the user once you press on it. is that possible? Please Help me :)
Hello everyone ! Could everyone tell me how to look up data into a field after we select a data in Search Select Advanced field ?
e.g: i have created a field name case_personmail. and i have another Search Select Advanced for person field. whenever…
