Sage CRM

Hi, I've just create a custom entity on Sage CRM (2017 version) and select Has Communications and Has Library. On Library tab of a standard entity like Cases for exemple, I see and I can use the Document Drop Plugin without any problem. But on Library…

Can we change order for screen panels on Lead so that on Lead Summary tab it shows Lead Company Details Panel first and then others ? I tried changing the order form Administration -> Customisation -> Lead > LeadEntryBlock but no good thanks

I have a business requirement from a client that I thought was simple. They need an email to go out when a lead is converted to an opportunity. No big deal. However, I can't actually get to the step (button action) in the lead workflow through the admin…

Hello, while working on a project for a customer i came across a rather strange behavior of the CRM. I tried to add a button on an ASP page for a custom entity that takes you to the search page for that entity. To generate the url i used this command…

Hi, How do you control the columns on the new Responsive Calendar in 2017R2? Is it linked to a list setting like the other grids? Thanks Gaetano

hello, When people have left a company, we do not delete the records ( to keep the history), but we set the person status to "Inactive". To avoid using these inactive people in new CRM activities, we made some changes to screens and lists: - On…