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Hints, Tips and Tricks
Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.
584
25 Jun 2019
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Adding a new Panel to a Summary screen e.g. Company Summary
Posted
over 7 years ago
by
Jeff Richards
43
A screen like the company summary screen has a very particular structure because it is partially defined in meta data and partial has its structure hard coded into the system action being called. The detail...
Building List screens with FilterBoxes
Posted
over 14 years ago
by
Jeff Richards
25
Custom Pages that contain Search screens are fussy about block positioning. The search block does not work correctly if it is included into the container following the list making it more difficult to...
Company and Person Workflow Progress with Tracking tab in CRM
Posted
over 14 years ago
by
Jeff Richards
24
Many thanks must go to a colleague in the UK professional services team for this article. Introduction Customers often request the ability to track Company or Person changes in much the same way...
Displaying Multiple List Blocks using the ASP COM API
Posted
over 15 years ago
by
Jeff Richards
21
We have seen in other posts that it is perfectly possible to create ASP pages that contain multiple blocks. These have been search pages or entry pages that have drawn their blocks from either the same...
Integrating Sage CRM with Indexing Services to enable full document search
Posted
over 14 years ago
by
Jeff Richards
20
Sage CRM offers the ability to search using Keywords across all entities but this keyword searching does not extend into documents that may have been uploaded into the library. As you can see from the...
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