Tag Archives: standard entities

Renaming the Standard Entity in Sage CRM

Native Sage CRM consists of Primary Entities and Secondary Entities. Sage CRM users can also create Custom entities within Sage CRM. We received customization requests from customer few days back in which they asked to rename the “Opportunity” entity to “Job”. Therefore, we thought to document it as a blog so that anyone can do… Read More »

On-Screen Notification error in Sage CRM

Triggering Escalation is one of the powerful and useful features within Sage CRM. With the help of Escalations, you can perform numerous actions within Sage CRM application such as displaying on-screen notifications for users, sending emails to customers, setting certain field value, execute SQL statement or run stored procedures, etc. Another feature mostly used in… Read More »