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  • 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…
  • Having Add file button / feature ( same as its on Shared Document tab ) on Custom Entity

    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…
  • How do I create a Custom Entity under a Custom Entity?

    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…
  • Sage CRM 7.2: How to add 'New Person' link/button to Enbu CRM Resource Planner screen

    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…
  • add link image to panel or screen

    Hi How can i do this in .net SDK i try but not work
  • HTML rendering in support.js file email.body in case_details field in Cases

    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…
  • Sage CRM CloudCall - Be part of the SYNETY Partner Network

    Partner Account Manager of an extremely exciting, cutting edge cloud services software company. SYNETY CloudCall enhances your existing Cloud Services by integrating voice communications. SYNETY provides CloudCall Partners and their customers fantastic…
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  • How to add or remove tab from MyCRM

    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
  • Entities based on Custom views

    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…