Is it possible in a custom entity to add a section below the summary that shows a list? I have it as another tab at the moment, but the user would prefer it be below the summary. Thanks!
Is it possible in a custom entity to add a section below the summary that shows a list? I have it as another tab at the moment, but the user would prefer it be below the summary. Thanks!
Hi All,
On the 'New Company' screen on CRM, one of our customers have asked to be able to move the blocks to that the address block is at the bottom:
How can we best achieve this?
Kind Regards,
Jamie
Are blocks missing from your screens all of a sudden? What is a block anyway? In this blog, I will review where to check you have areas(blocks) on entry screens that are suddenly not there. Let's jump right into this.
First, what are these blocks to…
Hello Everyone. I would like to know the best method for adding a functioning list panel to a summary screen.
Methods I have tried:
A screen like the company summary screen has a very particular structure because it is partially defined in meta data and partial has its structure hard coded into the system action being called.
But imagine the business case where you have added new…
Sage CRM is a system that controls its user interface using settings contained in the database. The database doesn't just hold the information about the contacts, companies, tasks and opportunities that are vital to the business, it also holds data that…
Amongst Sage CRM developers there are two almost irresistible urges. The first is the itch to write code and try to solve all problems with "if, else" statements. Those of us who are experienced with Sage CRM will eventually learn that much coding can…
We have a customer who has a custom page (asp) on the Company tab showing Order Items filtered on the current company (a very simple list block).
This works fine when clicking on the tab after navigating from the Company Summary screen. But when then…
Oh powerful brains of the Sage CRM community...please lend me your brain. :-)
I am having an issue with the Lead Summary Screen (system screen) as I add some custom panels/blocks to it. When adding panels/blocks to a system screen, is there a vertical…
Hello,
I see that you can create a block based in a list, and show it in the Dashboard, and use SQL Conditions in the block (as a report search). I also can do a report based in the same view than the previous list, and show it in the dashboard (but only…
