Sage CRM

Hi We have created a group from a custom entity. We then use this to run a mail merge. The documents are not saved under the custom entity and are not linked in anyway to that entity. Is there any way of amending this? The documents are visible on…

I am trying to create custom entity (say Contract) in Sage CRM 2019 R1 with Advanced Customization wizard. While creating Entity with Advanced Customization wizard, we have selected Owned By Opportunities , Has Communications and Has Library options…

Hi everyone, I have been working on getting the Prev Custom URL variable to correctly be used, however in .Net I can only get the return to work from the "New" upload, but the edit does not work at all.. If anyone could assist it would be greatly appreciated…

Hi, Need help with deleting custom entities in Sage CRM 2018. Found the below article which mentions about the way to do it, but I am not seeing that option in the latest CRM. http://help.sagecrm.com/ecosystemhelp/en/administration/Content/Administrator…

Hi What i'm trying to do is get the OE_OrderUI.asp page to popout from a customer record within CRM by creating a button for it in advanced customisation. Here are the results i get on the server https://youtu.be/7yte_noAZe0 Here are the results…

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…

I'm really trying to embrace this "codeless" customization stuff but I'm about ready to just go back to .NET... I've created a custom child entity of opportunity. I can add the child entity just fine, the list of added ones show up under each opportunity…