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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