• Blog Post: Adding Extra Buttons to the Saved Search Screen

    Sage CRM has a feature called Button Groups that allow a system administrator to add buttons to System Screens. I have discussed Button Groups in several articles. Adding Buttons and Customizing the Email Screens Adding Buttons and Customizing the Outbound Call Screens But not all system...
  • Blog Post: Calling CRM Actions

    The CRM.URL() method is used to allow you to build correctly formatted URLs that reach back into the application. Most commonly this is used to interact with ASP pages and with Sage CRM .NET application extensions. For example to build a button that calls an ASP page the code would look like: var...
  • Blog Post: Adding Extra Buttons to the Group Details Screen

    I have written another article that discusses how to add an extra button to the Saved Search Screen . That article discussed how most system screens can have additional action buttons added to them using the Buttons Group feature. But two important exceptions are the Saved Search screen and the Group...
  • Blog Post: Adding a Clone Campaign button to Sage CRM using ASP COM API

    Here is an example that uses the Button Group feature added in Sage CRM. You can see from the screen shot above that I have added a button to the system generated Campaign Summary Screen. When the button is pressed, the following screen appears that allows me to provide a new name for the campaign and...