Hints, Tips and Tricks

I was recently asked how to change the view order of the drop down in a SSA field (Advanced Search Select/Search Select Advanced). The sorting is always on the view field for the SSA field in alphabetical...

A Linked Server within MS SQL Server is type of 'alias' within the SQL server that points to an external data source rather than a SQL Server database. This external data source can be in another...

In this article I am going to explain how to create a simple Custom Gadget for the Interactive Dashboard. The Gadget will show how it can listen to an event in another Interactive Dashboard Gadget,...

In Sage CRM it is possible to have multiple workflows created for an Entity. For example we may have one Opportunity workflow that is used by a one team for a particular type of sales opportunity and another...

Search Select Advanced Fields are Sage CRM's powerful lookup field type that allows child records to be linked to parents to ensure referential integrity. A user can search for records within an entry...

We should now consider the creation of an edit screen for a Record using an ASP page. The structure is simpler. var myBlock = eWare.GetBlock('OpportunityDetailBox'); var myRecordId = eWare...

In the default system the StoredProc datatype is used to generate the reference id values for Case_referenceid Soln_referenceid When a new record is created, these columns invoke a call to...

The requirement: The requirement was to be able to use data from an external table in a group definition. This will allow data from a Sage accounting system to be used to build groups of Person and...

I have written before about E-mail Templates in Sage CRM. See " Fields Available in Email Templates ". In one of the comments added to that article I mentioned that Custom Entities only use...

This is the third of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com...

This is a version of the Company Quicklook screen rebuilt using the classic ASP API back in 2008. There are buttons to call New Task and New Communication buttons. The button code references the...

After you have installed Sage CRM there will come a time when you will need to make changes to its settings. I don't mean the every day administrative changes like changing the security profiles or...

Once upon a time there used to be a CRM field entrytype called 'user multi select' that seemed to be available to help define new fields. The actual EntryType is designed to be used with communications...

Reports and Report Charts can only be built from views. So If we want to create a Report Chart that uses Key Attribute Data then we must first create the view. The structure of the tables that holds the...

This article covers the creation of an editable grid. By this I mean the presentation of data in a spreadsheet like structure, each row in the grid a separate record and each column a separate field. The...

This is a technique for moving records from one workflow to another. In fact there are 2 ideas here. 1) The first is the concept of resetting a workflow. Basically this is when you have started to progress...

A phone number in CRM maybe configured to consist of 1, 2 or 3 parts. The country code (optional) The area code (optional) and the Number The configuration of the optional parts has been discussed elsewhere...

This article has been updated to ensure the variables that are passed can take into account a wider range of characters in passed names including umlauts, accents and cedillas. Although this article...

How can we override the User grid size preference for a custom list on ASP pages? You may have seen that there is a List block property called RowsPerScreen ListBlock.RowsPerScreen = 5; On the...

* The code in this article has been updated to fix a bug that caused it not to work for any entity that did not have a prefix that matched the entity name * A while back Jeff Richards wrote a blog post...

You've read the article! ( Adding Extra Buttons to the Group Details Screen ) Now watch the movie! (Please visit the site to view this video)

A customer had the requirement to hide the column "Assigned To" from the Case List in the MyCRM menu. but show it in other contexts like company, person and especially Team? Note...

The Client Side API contains methods that make it much easier to select rows, columns and individual cells for manipulation. Properties can be set, new data displayed in tool tips and the style of each...

Below is a screen that shows the product configuration area in Sage CRM. To create this field I added a new field to the NewProducts table within the administration screens. I called my field...

In this article I want to consider the way in which the RESTful API allows system administrator to easily extend the reach of the API's access to data across custom entities and views with SData. ...