Recent List

From Sage CRM Knowledge Base

Ref: https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/08/29/recent-list-customisation.aspx

For primary custom entities you must create a translation

 Caption Code: NameColumn
 Caption Family: your_entity_name
 Caption Family Type: Tags
 US Translation: your_field_name

to define what field is displayed in the recentlist otherwise you just get the id displayed.



To add primary custom entities to the recent list you call

 CRM.SetContext(EntityName, EntityId); 
  • This does not work for primary entities and only for new custom primary entities

Typically you would call this from a summary screen (the entity wizard also generates this)