You can define a workflow for the Company entity. Creating a company workflows is different from creating a new workflow for the opportunity or case entity. The entities, Leads, Cases, Opportunities and Solutions all work in a similar way. They have a...

The Data Upload function in Sage CRM is delivered via Apache Tomcat. Generally, if your dashboards are working you would expect once the file has been uploaded to Sage CRM server from Data Upload screen (Step 1 of Data Upload process), you will...

This article has been prompted by a customer who had a requirement to change the default display of a multiselect field. This article uses the Client Side API introduced in Sage CRM 7.2. The default display of a field is shown below. The default...

To coincide with the release of Sage CRM 2017 R3 the Sage CRM SDK Installer has been revised. The new SDK Installer can be downloaded from the download folder " Example Components & Developer Resources (All Versions )". The SDK Installer...

A new component has been added to the Example Components & Developer Resources (All Versions) download section. The new component is a rebuild of the PeopleList system action that provides the returned data for the Person tab under the company context...