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Blog Post:
How to Create a Secondary Entity for a new Custom Primary Entity
Jeff Richards
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...
on
8 Jun 2010
Blog Post:
Working with TopContent in Sage CRM. A round up of articles.
Jeff Richards
This round up article is a result of my process of putting together an answer to a colleague. My colleague had asked me a question about how customizations of the TopContent may be impacted by an upgrade of Sage CRM. In this post I have collected together some of the different articles that I think are...
on
15 Apr 2016
Blog Post:
Cleansing data submitted by users in the COM API
Robert Hurson
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...
on
26 Apr 2017