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…
Please see the article " Reports, Saved Searches and Groups " for background information on how Groups are defined in Sage CRM.
This article is relevent when needing to create Groups that are based on a view that returns multiple instances of the same…
Good day
This is so trivial thing but I could not find anything on the community.
What I want to do is to create a view in the CRM DB and create an entity in CRM with that view as the basis. I need to expose the values I get from this view in…
