Sage CRM

Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.

Advanced Customisation Wizard for Sage CRM 2018

Posted By Knowler over 6 years ago

On the Marketplace downloads, I can see an Advanced Customisation Wizard for Sage CRM 2017, would this still be compatible for Sage CRM 2018? Am planning on upgrading to 2018 shortly, but need to plan whether some new entities should be created first?

Thanks in advance

0 Scott Charlton over 6 years ago

Hi Knowler,

Yes, the 2017 Advanced Customisation Wizard is compatible with 2018 R1, however, if you are then looking to workflow these custom entities and use the action "send email" it may be worth reading Jeff's blog post as an additional view will be required to be created.

community.sagecrm.com/.../sage-crm-2018-add-a-view-for-custom-entities-to-support-the-sending-of-emails-in-workflow-and-escalation-rules.aspx

Hope this helps.

Thanks

Scott
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Knowler over 6 years ago

Thanks Scott
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Sage CRM

Advanced Customisation Wizard for Sage CRM 2018

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING