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  • Button Groups - Opportunity - Not Working

    I am working with a client who is currently using Sage CRM 2020 R.2 1219. As of last Friday, the buttons that had been added through the "Buttons Group" area in Admin for an Opportunity are no longer appearing. Has anyone else run into this and if so…

  • Creating a button that only shows up inside a specific workflow rule

    I am currently working on implementing a workflow in Sage CRM 2019 R2 and wanted to add a button that creates a new Quotation inside my Proposal Submitted rule. When creating a button group the "Proposal Submitted" screen is not an option when picking…

  • Creating a new button when Lead summary screen in Edit Mode

    Hi Everyone ! i read an article ( https://community.sagecrm.com/developerhelp/Content/Developer/CB_CreatingButtonGroups.htm ) which is well explained that how can we add a custom button in button group . But what i want is to add my custom button in…

  • How to enable Workflow in .Net API

    Hi, I found the link ( https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2008/03/15/workflow-buttons-in-pages-built-using-the-net-api.aspx ) where you can create your own custom workflow buttons but i would like to to avoid…

  • How to create custom asp page with two buttons --> 1. Add 2. Edit

    I want to create custom asp page which will be called on button click. asp page should contain two buttons 1. Add --> click on this will open new asp page 2. Edit --> click on this will open new asp page Thank you.

  • Custom button is missing once the CRM Integration with Sage 300 ERP 2014 is installed on CRM server

    I created a new button through Administration > Advanced Customization > Button Group for Company Summary screen with the System Act of "newemail". It was working until I installed the Sage CRM Integration for Sage 300 ERP 2014. Once it was installed…

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