Hints, Tips and Tricks

This post is a revamp post on how to manage linked selection lists (drop downs) in Sage CRM. This was posted before on the CRM community here - https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks...

If you need to perform some server side validation within an ASP page that would use the standard CRM behaviour to highlight the field that contains the invalid data. Then the simplest approach is to use...

In Sage CRM if you have created a new custom entity using the Advanced Customization Wizard then you would have had the option to create a libary page for the entity. This provides a straight forward way...

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 information included here maybe useful for those people wanting to add features such as automatic definition of reports, or cloning of reports and dynamic groups and editing of summary reports, etc...

Introduction Sage CRM is integration-ready straight out of the box. It can integrate quickly with Sage BMS products, as well as other external applications through secure, standards-based web services...

I have just spent a frustrating few minutes trying to quickly find where '%' codes are used in translations. Of course '%' is a special wild card character in SQL. The same is true for...

Below are two ways to achieve this. First is the UpdateACompany method that shows how to do it using the update method. The second is UpdateACompanyRecord, this shows how to do it with the updaterecord...

Workflows in Sage CRM can become long and a user may wish they had a version of the diagram that is available when the workflow is constructed. You can see from this image below that an extra button has...

I was tempted to start a new series of articles called " Mysterious Tables of Sage CRM " but since this is supposed to be a sensible library of "Hints, Tips and Tricks" I have resisted...

I have discussed Web to Lead a few times previously: WebToLead, HTTPS and Ports Working around Date/Time field issues in Web to Lead forms I have added a couple of HTML files...

The Interactive Dashboard and SData features use JDBC to interact with the database If you find that your Interactive Dashboard refuses to work then it may be a problem with the information in the...

I thought I had written about this trick before but it appears not! A customer needed a technique to allow a chart to be displayed at the top of the company screen. This is a bit like the PipeLineGraphic...

This is a topic that has been recently covered within the forums. Since then I have been asked a few questions about this topic so I thought it was worth a separate article. Below is the summary screen...

This article has been prompted by a customer who had a requirement to change the default display of a multiselect field. This article uses the Client Side API. The default display of a field is shown...

This article is part of a series that discusses how you can link to an external database and list, search and view data from a table in that external system. I have used Sage ERP MAS 90 as my example database...

Sage CRM has the ability to link to external databases and then allow the System Administrator or Implementor to build screens that look and behave very like system screens. I have written about this...

The screen shot above of a Company Summary screen shows a graph displaying the count of opportunities and cases belonging to the company in the TopContent area. This has been created using the following...

The Values() collection can be used in all serverside scripts to examine the passed in Values from a form. Create Scripts Validate Scripts Tablelevel Scripts Workflow Scripts The Values...

The diagram below shows the general architecture of Sage CRM. Here you can see very clearly that the .NET API is an alternative and NOT a replacement for the COM API which is currently used to build application...

In Sage CRM when a user selects "Get a call" from an outbound call list, they will get a few tabs options at the top of the screen. by default these are Company summary, person summary, quick...

If you experience difficulty logging on via the web service interface to a CRM Install (that was installed using windows authentication) this can be helped by setting the UseDefaultCredentials flag for...

I hope in this article to explain the meta definition of the following structures: Standard Reports Saved Searches Groups (Target Lists) These features/structures in Sage CRM all use the Reports...

In versions earlier than Sage CRM v7.0, the classic dashboard tab of the My CRM area is a customizable page that contains information most relevant to the way a user may work. The classic dashboard can...

The "eWare" or "CRM" COM Object can be instantiated in variety of ways. 1) ASP main interface application extensions 2) ASP Self Service pages 3) External Applications 1) ASP main interface...