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Blog Post:
Automatically Filtering Reports on Custom Entities by the Currently Assigned User in Sage CRM.
Jeff Richards
It is a common business requirement to add new custom entities into Sage CRM. This can be easily done either by using the Advanced Customization Wizard or by using the slightly more manual process of adding the new table under the Administration screens. See: Administration -> Advanced Customisation...
on
19 Nov 2012
Blog Post:
Creating Groups on Custom Entities in Sage CRM
Jeff Richards
I have created a new custom entity called 'Project' using the Advanced Customization Wizard (aka Entity Wizard, Main Entity Wizard). The requirement: The requirement was to be able to use data from the project table in groups used for outbound emails, and within the Interactive Dashboard...
on
11 Feb 2011
Blog Post:
Creating Interactive Dashboard List Gadgets for Custom Entities
Jeff Richards
List Gadgets derive their data from 4 different types of data source Saved Searches Advanced Finds Reports Groups When a custom entity is added to Sage CRM using the Advanced Customization Wizard (Entity Wizard) only the table is created. The default behaviour associated with...
on
2 Sep 2011