Category Archives: Custom fields

Duplicate records created while progressing Custom Entity workflow

Workflow plays a vital role in Sage CRM. Designing and implementing business process in CRM in order to let the same process flow to be followed as it was out of the system, is easily achieved in Sage CRM. Another advantage is the provision to not only create Custom entities in CRM but also apply… Read More »

Enhance a Custom entity list for loading results faster

Every new version of Sage CRM has provided with some or the other new features which has improved system stability, user experience, ease in third party apps integration and so on. Sage CRM 2018 R2 has come up with a new feature related to Custom entity, which has helped to load custom entities list faster.… Read More »

Favorite list not showing Content for Custom Entity records

Favorites feature in Sage CRM allows to add a record in the list of favorite records, so that it can be accessed easily. We can mark Primary as well as Custom entity records as favorite. Favorites feature will work for Custom entities created using Advanced Customization Wizard with no issues. But, for the Custom entities… Read More »

“Merge Max Limit Exceeded” issue in MailChimp Integration

Email Marketing is one of the most effective marketing tool used to send bulk emails to Customers and prospects in business. Email Marketing is built-in feature available in Sage CRM. It easily allows to create Campaign list, email communications and send emails to Customers. With the release of Sage CRM 7.3, Mail Chimp integration has… Read More »

Change the sequence of View Fields in SSA Field in Sage CRM

SSA fields prove to be one of the most efficient feature of Sage CRM in terms of searching as well as storing data in CRM. These fields can be created for any standard or customized entity. With the help of SSA fields, users can search records through a full-fledged search screen available within the field… Read More »

Enable Hyperlink for Custom Entity record in Quick Find Search

By now everyone are familiar with Sage CRM Quick find functionality introduced in Sage CRM 2017. This feature has proved useful for users to search data in no time. User can search standard and custom entities data using this feature on one single action. The added benefit is that it also helps users to navigate… Read More »

How to add Custom Entities into the Regarding field of Communication

For every business, communication is the most important aspect that needs to be managed appropriately. As you all know, Sage CRM has helped to manage all the business related chores such as maintaining Customer database, managing Enquires and Opportunities of these customers, logging of service tickets, and scheduling appointments and so on. The communication records… Read More »

Generate Unique Reference Number in Custom Field using Workflow

In previous blog, we have seen that how we can call stored procedure from workflow action. Now, I will explain you, how we can use the same feature to generate Unique Reference Number for other entities like Case, Quote or Order. New Stuff: How to enable Export to Excel on Calendar List in Sage CRM? We… Read More »

Adding Custom Field on Sage CRM screen using .Net

Sage CRM provides System administrator with easy ways to add or remove fields from the system. Every screen and list in CRM draws its data from the views which are based on the SQL tables linked to a particular entity. Thus whenever a user needs to add a field belonging to a different entity, he… Read More »