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  • Custom Entry Screen issue on Sage CRM 7.3

    We built a custom screen using .Net API running on Sage CRM Version 7.3 C.1. I will try to elaborate the problem in best possible approach. Problem Details: In Sage CRM 7.3 C.1 version, we have designed Custom Case screen. We have renamed Case entity…

  • Is it possible to have two different case screens depending on the workflow chosen ?

    Hi all, I would like to know if it is possible already (easily), or if it should be raised as a new feature request for the product : Let's suppose I have two different Case worfklow, one for Installation, Onboarding and Helpdesk Management, and another…

  • Cases - setting 'assigned to' to company primary userid as default

    When a new case is created and the company is selected I need to automatically assign the case to the company account manager (primaryuserid) but allow override in the form before saving. What is the best practice to approach this, bearing in mind that…

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