• Blog Post: Sending Emails in ASP COM API

    Sage CRM offers a very simple MessageBlock object that you can use for your own pages. This object can either be used automatically to send a message without an interface prompt or it can create a form allowing the details of the email message to be completed. An example use of the MessageBlock that...
  • Blog Post: COM API objects available in Self Service

    Notes In the above image you will see a couple of the rows marked to indicate that there are further notes. Also a feature marked N/A indicates that the method or property is not applicable within that coding environment. It does not however mean that it can't be invoked nor does it mean that sometimes...
  • Blog Post: About the Advanced E-mail Manager (Mail Manager)

    The E-mail Management functionality is installed automatically with any CRM installation. The CRM E-mail Management service runs as a background process on the server (EWAREEMAILMANAGER.EXE) and processes inbound emails according to predefined business rules. E-mail Management requires the completion...
  • Blog Post: Oh botherations! Shoot, drat and darn!

    It just goes to show that this blog describes tips that could just as well be described as 'traps'. Like most of you I try and use tricks that sometimes inhabit the grey zone between what is possible and what shouldn't be done. The interface has several features that allow us ride on existing...
  • Blog Post: How to Build Buttons that call the Email Editor using the COM ASP API

    This has article has been corrected and the code reformatted 17th October 2011. I have written before about building buttons that call the inbuilt system actions. The action code for the internal email editor is 1500. We can set up a new SendEmail button on a custom page that will either display...
  • Blog Post: Some thoughts on accessing the eMail Templates in the COM API.

    Sage CRM allows you to build email Templates and it offers 3 options for sending out emails. But only one of the options allows an obvious way of using the templates. We can use the internal email client which offers us access to the email templates. These are only available via the interface and...
  • Blog Post: An approach to recording completed marketing communications sent by an external system

    A customer uses an external system to generate marketing emails to contacts. These contacts exist as records in their accounting system that is integrated with Sage CRM. This means that the contact exists in both Sage CRM and the Sage BMS but because the emails are sent from a third party system integrated...