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  • Creating Groups on Custom Entities in Sage CRM

    I have created a new custom entity called 'Project' using the Advanced Customization Wizard (aka Entity Wizard, Main Entity Wizard). The requirement: The requirement was to be able to use data from the project table in groups used for outbound emails…

  • Wrong encodings for custom entities in the workflow screen

    When I use workflows with my custom entities, the selection fields are displayed incorrectly, how can I fix this.

  • Nested Mail Merge in custom entities

    I have a requirement for a customer where I had to build a new quoting entity for them as they have a few elements that don't fit with the standard, also the connector was installed on this system and that seems to have locked the standard entities away…

  • Custom Entity Workflow Progress Top Content

    Hoping someone can help with this. This appears to be an issue with 7.3 to 2018 versions of Sage CRM. If I create a new entity using the the Advanced Customization Wizard , and select the Workflow and Has Workflow Progress options, the Top Content…

  • Pending communication

    I tried to delete the Pending communication(comm_status from database in dbo.communication based on User. I can't see the relation between the table other then channel id.I checked in Dbo.comm_link where i can see the relation but i can't find comm_status…

  • Sage CRM 7.2 - Custom Entity - Replace Image for NEW

    Hi, I have created a new custom entity and created a new .GIF file to represent it. I have copied various different sized versions of the image to different locations, for example: ENTITY_NAME (75x64 Version of the Image) small_ENTITY_NAME (25x25…

  • how to add the asp file in Escalation Customization

    How add the Escalation Customization to add the asp file and how it's works

  • Document Mailmerge issue on custom entities

    Hello, I've created a new custom entity "fleet" depending on companies. My goal is to create a template with fields from that new entity but also from company, person, address, newprduct and familyproduct. When I add some search Select field …

  • Why my Custom Content field can content only a few line of script ?

    Hello, Can anyone tell me why my Custom Content field in screen design page can content a few line of script? I cannot even past all script get from community. Is it has field length limitation of this Custom Content can be set to more or less? Best…

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