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  • Blog Post: Understanding the Dedupe screens created by the Advanced Customization Wizard

    A customer had a requirement to understand the way in which the Dedupe screens for a Custom Entity worked. The customer had created a new entity that was the child of Companies and Persons and they had added the look up fields into the Dedupe screen for the custom entity as you can see in the screen...
  • Blog Post: Cleansing data submitted by users in the COM API

    Securing web applications can be tricky. One surefire way securing the system is to lock it in a box, where no-one can switch it on, much less enter data into it. Unfortunately, this is not the making of a useful CRM system. In Sage CRM 2017 R2, we’ve added a new feature that should allow partners...