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I have created a new custom entity using the advanced customisation wizard for CRM 2018. I checked the box for 'Has Cases' when creating the new entity. The wizard added the new entity ID field to the Cases table as an Adv Search Select with default set…

As my subject indicates, I am attempting to create a case from within a case from a Custom Entity (using workflow) and I am getting the following error and I am not sure how to resolve it. The error appears multiple times on the screen (probably more…

Has anyone created a .Net DLL implementation of a pipeline page for a custom entity? This should: - work with My CRM / Team CRM - support filter panel - support clicking a pipeline section to auto-filter the list

Hi Everyone, I'm having an issue with the .NET Web Class. I have created my page and it is doisplaying the data, but the CRM List that I have added is not displaying correctly with the pagination. I have used the following to create the instance of…

Hi Does anyone know how to remove the favorites "star" from the topcontent on a custom entity?

I have a secondary entity tied to cases where users can enter multiple "items" they used on the case ticket, so a one to many scenario. What I'm trying to figure out is if it's possible to create a table in the mail merge for a case to show those multiple…

Hi, I created an new primary entity in 7.3 using the 7.3 Advanced Custom. Wizard. Everything works fine connected with an Admin account (Lists, tabs, entry screen,...). I can create records, view them in lists and update them. When I connect as…

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, After the upgrade to version 7.3 I have found the following issue. I have a Contract field on the Opportunity screen, and as there is no standard solution for hyperlinking the value of this field to the Contract record we have set up the workaround…

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 :)

Hi Guys, I created a custom entity using the Advanced Customization Wizard. I selected the option "Has Cases" so the Case Grid was created in the Lists tab. The case grid has the Hyperlink to Case set but when the list gets populated the href looks…

Hi, I'm creating a new Custom Entity, and on the creation of the new Data I would like to have New Person & New Company Screen as what in the new case got. How could I achieve this on the CRM. I'm using CRM 7. Thanks in advance

I have a custom Entity - "Building" That entity has a child entity called "BuildingAddons" Child was created using the methods outlined here https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2010/06/08/how-to-create-a…

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…

Help! Hoping someone can help me with this. I have a list from a custom entity that is attached to the company table. I want to be able to export this list to an Excel file. I saw some posts on how to do this for a custom entity that seem to indicate…

Help! I have a list page that I am creating that will operate like a "QuickLook" page. One of the panels that I put on the page was Resident Deposits. For some reason, this panel is displaying twice and I am not sure why. Hoping someone can help and…

Hoping someone can help. I appear to be having some strange behavior in my system and I am not sure why. Lists that were created using .net are showing all records in the system versus just the records for the company record I am on. The strange thing…

Hey guys, I created a custom entity called New Item Request (and some others) and they are at the Company Level so they are tabs on the company record. If I click on the New Item Request tab, then click on Administration and the back to Menu I get the…

Hi, When you attempt to merge a person I was expecting my custom entities to show up as optional check boxes. Can anyone tell me how I can achieve this? I am using Sage CRM 7.2e. Thank you Julian

Hi @all, after ugrading a CRM 7.0 installation to 7.2c (with existing custom entity) the action "Export to file" for groups is no longer available. The groups are created calling a custom asp page using the TargetBlock COM Object. Found this article…

Hello, When i am progressing my custom entity to another stage within my workflow another page is displayed containing fields for amendment. (which is fine) This screen contains 3 buttons called 'Save', 'Cancel' and 'Help'. When the cancel button…

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…

I created a new custom entity (OpportunityContact). I created a new tab in the Opportunity Tabs to run a block. That block is a listblock that contains the opct_description field and opct_personid field. My issue is when I click on the tab from Opportunity…

Hi, Is there is a way to enable workflow but prevent user from access change button. I want to avoid changing any code in asp page. I found that this can be done by having entity as secondary entity where only user with admin right can access the…

Hi All, I have added one html label in custom content. I want to change the text of that label with custom entity field value. For example: 1. I created Test Entity 2. Created test_amount field 3. Created summary screen and added above field…