Custom Entity One Click

From Crystal Manager for Sage CRM
Revision as of 18:57, 21 April 2012 by Crmtogether (talk | contribs)

coming soon...

There is some manual work to create a one click button into a custom entity in CRM.

We provide the details here as well as sample code.

The button is created by add in some code to the custom content which adds in a button when the page is loaded.

Create a folder within the CRM "CustomPages" folder. In our example we will call this folder "CRMTogether".

Create a file there called "CRViewer.js".

Select a CRM screen that exists on the page you wish to create the button.

Within the "custom content" of that screen enter a path to the script

 <script src="../../custompages/CRMTogether/CRViewer.js" type="text/javascript" language="JavaScript"></script>