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  • Blog Post: How to Create a Secondary Entity for a new Custom Primary Entity

    This article shows the steps that I went through to create a secondary entity that is a child of a Custom Primary Entity. The business scenario that I imagined was that I had a new Primary Entity called Project that was created using the Advanced Customization Wizard. I needed to create a secondary...
  • 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...