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  • Recent List error after upgrade from 2020 to 2022

    After upgrading to Sage CRM 2022, when a user attempts to use the recent list for a custom entity an error is thrown. This happens even if a new value is added to the list so I don't think clearing the list will help. This is the error... I reviewed…

  • RecentList Company information

    Hello, We have a client who would like to see a custom field instead of the comp_name (company name) in the RecenList. I know we can change the "Recent List" displayed value by using the NameColumn CaptionCode in translation for custom entities, but…

  • Advanced Customization Entity Wizard: issues with Recent List and images

    I've recently added several new entities to a demo CRM, all using the Advanced Customization Entity Wizard . It seems that half the time everything works fine, but it's not uncommon that the new entities do not display in the Recent List after navigating…

  • Get to your data quicker using shortcuts

    Within Sage CRM there are a number of shortcut actions which you can activate by using right-click or the hover method. These shortcuts help you navigate through the system in the least amount of time and are particularly useful for creating new or…

  • The Forward and Back buttons (Page History) in code

    Creating your own forward and backwards buttons You can create buttons that make use of the internal system actions that control the forward and backward behaviour. var strForwardButton = CRM.Button("Forward","forward.gif",CRM.URL(522)); var strBackButton…

  • Recent List Customisation

    This article looks at how the recent list interacts with custom entities. There are 4 components to consider that make up the functionality of an entity's recent list: • The code that adds a record to the recent list. • The find hyperlink (entity name…

  • Context and Recent List

    I have a field create script in OpportunityDetailBox that uses GetContextInfo() to get some values from the company table. This works fine if an opportunity is navigated to via company summary and opportunities tabs, but if I select the opportunity from…

  • Recent List - Increasing Historical Entries

    Hi All, I am sure it is somewhere completely obvious ;) but I am no able to find anywhere in the system where you can increase the number of records that are shown in the Recent List. For example I would like to increase the amount of Companies that…

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