• Blog Post: Changing a Summary Screen (e.g. Company Summary Screen)

    A summary screen (like the company summary screen) is not easily changed. It is partially constructed from EntryGroupBlocks defined in meta data and other screen components that derive from hard coded elements within the dll. The Company Summary screen calls the CompanyBoxLong, AddressBoxShort, and personBoxShort...
  • Blog Post: How do I hide the 'Follow-up' check boxes on a New Appointment or New Task Screen Screen?

    Below is a screen shot that shows the New Task Screen. You'll see there are some checkboxes that if selected will launch another new communication screen once the New Communication is saved. The HTML that generates these Checkboxes looks like this: <TABLE CLASS=VIEWBOXCAPTION><TR><TD><TD><input...
  • Blog Post: Self Service Workarounds

    This article has been updated to correct links and to correct code. There have now been a few articles posted here that discuss Self Service . So if you have been reading these or have been working with Self Service then you know that certain field entrytypes are not rendered in the same way in...
  • Blog Post: Adding Clientside Code into Dynamically Built Workflow Action screens

    I had a conversation with a participant at one of the recent Bootcamps regarding the use of clientside code in dynamically built workflow screens. This topic has also appeared in the Forums with the community site. The partner's customer had a requirement that when a user was processing an opportunity...
  • Blog Post: Working around Date/Time field issues in Web to Lead forms in Sage CRM 6.2

    The feature 'Web to Lead' in Sage CRM enables you to create web pages for collecting lead information automatically. The process generates the HTML to define a web form page for entering lead details. This HTML page can be inserted into a corporate web site. The Lead details captured by the form...
  • Blog Post: Adding a Group/Target List field to a screen

    Within the marketing area an individual waveitem or wave activity can be linked to a Group. (The old terminology was Target List). How can a Group field be added to another entity? Add a new field called 'comp_targetlist' to the company table. Make sure it is of type 'Integer'....
  • Blog Post: Sage CRM v7.1: Changes to Communication Management may impact existing workflows and scripts

    One of the little new features introduced as part of the big enhancement of Sage CRM's Communication Management and the integration with Exchange is the some new fields; Subject (comm_subject) and Location (comm_location) have been added to the communication records to allow more complete sharing...
  • Blog Post: Useful Date Functions

    Occasionally you will need to fetch a date from either the CRM database or perhaps from an external system that is then needs to be formatted so it looks like a CRM date. All users are able to set their date preferences. The are other articles that discuss handling dates Add/Subtract...
  • Blog Post: The importance of column prefixes in tables exposed via the Web Services API

    This is a little quirk. If you have added a new table into the CRM database that you intend to access via the webservices interface, then be sure that the table column makes use of column prefixes. For example if you have added a new project table then make sure that the columns are called names like...
  • Blog Post: Adding extra behaviour to Client Side code

    This article has been updated to correct links . If you have been creating onChange scripts then you will possibly about know the quirk which requires you to use single quote marks (') rather than double (") quote marks when outputting strings. e.g. window.alert('this field has changed'...
  • Blog Post: More about Using CRM security in ASP pages

    This article has been updated to bring the code into line with the coding standard introduced in Sage CRM 6.2. I have previously discussed that access to buttons can be controlled by the 4 & 5 parameter of the eWare.Button() method. The entity referenced in the 4th param has to be an entity...
  • Blog Post: Security and the SData Gadget and ReadOnly SData provider

    For an introduction to SData REST based web services then please see the article " Accessing SData Provider " Another example of how SData is used in Sage CRM v7's Interactive Dashboard feature can be found here: " An SData Example – the Sage CRM V7.0 Interactive Dashboard...
  • Blog Post: Using a TableLevel script to Update Submitted Values

    This article has been updated 22nd May 2009 to ensure the code follows the convention introduced in Sage CRM 6.2. Imagine you have a requirement to a ensure that a particular opportunity field contains certain data as an Opportunity record is inserted. In addition this information should be partially...
  • Blog Post: Adding Derived Fields in Views into Meta Data

    I originally wrote about creating derived fields in a view in the article " Custom_Edits and Derived Fields Created in Views ". This discussion is a continuation of the ideas expressed in that article and will show how meta data definitions of a calculated field can be easily added into Meta...
  • Blog Post: Using SearchSQL to limit data returned by selection lists

    In the screen shot below we can see the demo user "Susan Maye" is limited to assigned the new opportunity to only people in the "Direct Sales" team. This has been accomplished by using the property of the field (a.k.a entryblock) called SearchSQL. The SearchSQL property is discussed...
  • Blog Post: Manage Escalations

    A new example component has been added to the resources section for development partners to download. The purpose of this component is to make the management of escalation rules easier in implementation of Sage CRM where there are a large number of rules to manage. When working with large number of Escalation...
  • Blog Post: Field Mapping in Outlook Synchronization

    A contact in Outlook can be added to CRM using the Add Contact button in Outlook. You cannot add a contact from outlook to CRM if the contact in Outlook has company information and the user does not have insert rights to the company entity in CRM. To add the contact, you must either be given rights to...
  • Blog Post: More about Changing the WSDL file definitions

    This article has been edited (31st October 2009) to correct links. This is a follow up to a post that I wrote a little earlier " Changing the WSDL file ". The Sage CRM WSDL is the definition of the types and methods available. It describes the objects and the functions available for use...
  • Blog Post: Clientside control of fields in Search screens including detection of grids and lists

    This tip is a modified product of a conversation that took place between a couple of my colleagues in the UK and US. The need was to find a technique that would allow the easy clientside control of fields with the search screens. It had to be clientside because the technique was needed for the hosted...
  • Blog Post: Field Level Security and Create Scripts

    The control of field level security can be found against each field listed under the Field tab in the customization area. Administration | Customization | TableName We know from the documentation that the field security interface provides a simple code-free approach for administrators to define how users...
  • Blog Post: The Sage CRM StoredProc Data Type

    This article has been edited to include extra information and to bring the code up to date with the coding standard introduced with Sage CRM 6.2 In the default system the StoredProc datatype is used to generate the reference id values for Case_referenceid Soln_referenceid When a new record...
  • Blog Post: Populating Default Date Field Values

    This article has been updated. Create Script example Date/Time fields can can have their values set by using the DefaultType property. If DefaultType set to 6 then the field displays the Current Date/Time DefaultType = 6; If DefaultType set to 14 then the field displays the Current Date/Time plus...
  • Blog Post: But I really, really need to search for the actual comp_companyid!

    Once upon a time I wrote an article called " But I really, really need to see the actual oppo_opportunityid displayed! " This article looks at how you could use the column alias idea to allow for records to be searched for by the their unique ids. Note : Generally I think this is not...
  • Blog Post: The display of a photo or image in the person screen

    This post has been updated to make sure the code follows the convention introduced in Sage CRM 6.2. The code has also been corrected to prevent errors occuring as a new person record is created. The idea behind this article is that you can use the normal document upload to upload a picture file...
  • Blog Post: Sage CRM v7.1: Customizing New Communication Features

    I have added a small component (that can be downloaded by members of the Developer Program) which makes some small changes to the External Attendees feature for Appointments that was introduced in Sage CRM v7.1 Component: Sage CRM v7.1, Add User Interface changes to the External Attendees feature...