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…
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…
Hi All,
I am trying to create a second Custom Entity(PHASE) under a newly created Custom Entity(SITE) using the Custom Entity Wizard for CRM 7.2.
Unfortunately I am unable to do this.
When I create the entity "PHASE", it gets created at the same…
Hi,
I'm very new with Sage CRM development and now, I'm trying to achieve to put a button on Customer entity screen.
When you go to 'Communication' -> 'New Appointment', there's 'New Person' link on screen which when you clicks it, it will pop up…
Running into a issue with the support.js file and incoming tickets. We have a issue where the html is not getting parsed out and is being displayed on the case and is showing the html and headers from the email making it very hard to read. I know there…
Hello, Can anyone tell me how can i removed existing tab away from MyCRM or TeamCRM ? and How to add a tab for custom Entity in those two main menu tab too.
Thank.
/Sokheng
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…