Hints, Tips and Tricks

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...

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...

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...

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...

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...

From time to time you will need to build pages that can not directly be based on a Meta data definition of a screen. For example if you need to construct a page that allows cloning of an entity or perhaps...

This article shows the steps that I went through to create a secondary entity that is a child of a Custom Primary Entity. The business scenario that I imagined was that I had a new Primary Entity called...

Imagine you need to retrieve information from CRM via the webservices interface; this query should combine data from multiple tables. In the COM API (ASP pages, self service, table level scripts etc) you...

This article looks at how the recent list interacts with custom entities. There are 4 components to consider that make up the functionality of an entity’s recent list: • The code that adds a...

Many teams need to link selection lists so that the contents of one selection list determine the contents of another. For example Support teams love the ability when creating a case, to fill in a value...

We've overhauled the Implementation Guide and turned it into a workbook. The Implementation Workbook guides you through the scoping, planning, installation, customization, and roll out of a Sage...

How would you go about changing the font color of a caption or field in Sage CRM? Below is a screen shot from my own system. This is the system that I use for testing ideas and proving concepts. The...

I have created a new custom entity called 'Project' using the Advanced Customization Wizard (aka Entity Wizard, Main Entity Wizard). The requirement: The requirement was to be able to use...

This is a simplified and specialised set of code libraries that will allow easy screen customizations. The API is based on the JQuery syntax although I must stress that knowledge of JQuery is not needed...

The article will take you though the steps to add a custom entity to the Advanced Find screen. To do this you will need to have already created the custom entity. I have made the assumption...

The links in this article have been corrected and updated. It might seem that you can't use ASPX pages in the context of Sage CRM, but that is not the case as you can see from the simple example...

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 templates can be designed for use in different contexts. The creation of Email Templates is covered in the online documentation . In the image above you can see that templates can be designed...

I was asked to provide a demo of how one can build a clickable pipeline graphic using ASP and the COM api. Attached is a component that adds a Project entity. Project has a stage field with values...

A colleague asked me a very simple question. "I want to do a basic query with simple parameters e.g. in SQL: select * from opportunity where Oppo_ChannelId = 1 and Oppo_Product='TimEx5'...

Please note that this is not an exhaustive discussion and but simply represents the things that come to my mind when seeing this error. Why does it appear? The can be several reasons why this message...

If you have explored this idea in Sage CRM you will probably have discovered that the peculiar structure of the phone and email screens means that the regular options for screen based rules are not open...

Within Sage CRM it is very easy to link to an external table that exists in another database. For example you may wish to link to a table such as ap_customer or ap_vendor in Sage 100cloud. How the link...

I have written this article as a starting point for a discussion on the customization of Multiline Text fields in Sage CRM. Please feel free to comment as it will help me expand this article. It is...

A customer had a requirement to be able to automate the inclusion of existing files into the CRM library structure. The scenario is that a file is created by another business process e.g. "Northwind...