Tag Archives: secondary entity

Adding Secondary Entity for Primary Entity

It is possible to customize Sage CRM in different ways, to meet user requirement. There are many customization option in Administration.  So in this Blog we are going to see how to create a secondary Entity for Standards Entity. Sometime if organization is using Opportunity entity to store all of their Projects in Sage CRM. It… Read More »

Enabling Escalation feature for Secondary Entities

As we know SAGE CRM provides a feature of Escalation to send important Reminders or Notifications to our valuable customer. This feature is available for the standard entities of CRM like Cases, Opportunity, etc. But the same functionality and processes can be utilized for customized entity as well. In this blog, we will be explaining… Read More »