Hints, Tips and Tricks

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...

This is a SQL script that will solve the problem associated with on-premise accounts that still have some ntext fields in their database from older versions of CRM. The ntext fields do not allow some...

Sage CRM integrates with a very wide range of Sage accounting products. These are classified by Sage as the Sage 200cloud franchise products. You may know them as Sage 100cloud, Sage 200cloud or Sage 300cloud...

Deleting communications As part of the general right to be forgotten you may need to remove communications. These are communications either associated with a person or a Lead. The Communication tab...

The screen below shows the administration screen Administration -> System -> System Behaviour You will see these two fields. Use Global XSS Filter HTML elements blocked by filter...

Laws such as the GDPR introduce a right for individuals to have personal data erased. The right to erasure is also known as ‘the right to be forgotten’. But what if you need to remove customer...

We only support products that themselves enjoy mainstream support from their manufacturers. This means that our software inevitably changes over time. We need to consider the changes in supported software...

A consent record can be created for leads and persons. And once saved, a new consent email can be sent. There are separate default email templates provided for managing Person and Lead consent. ...

The Sage CRM Community has additional resources to help partners. These include a spreadsheet that lists the main metadata and database changes that have been made between Sage CRM 2018 R1 and Sage CRM...

The GDPR requires that you have evidence of consent from a contact to be marketed to via email, text, calls etc. In the this article we shall look at the features in Sage CRM that allow you to manage...

Perhaps you want to control the logging to see the REST request get handled and then see the database interaction. You may want to see how SQL changes between users (e.g. Mayes/Admin/Ebden) and how that...

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...

A new version of the Self Service demo site has been created for use in training sessions. The refresh has kept the same functionality and has simply updated the images and styling used. Partners...

I have written about the installation and configuration of system security in a couple of articles. An Overview of System Security More thoughts on System Architecture and Security Essentially...

This article builds on the article " How to customize reports through CSS in PDF format " to further explore how Summary Reports can have their look and feel changed. Summary Reports are the...

Summary reports, which show a quick overview of account information, are available from the Summary Report buttons of the summary screens for each of these system entities: Companies People ...

Below you can see that I have created a new List Page with a PipeLineGraphic for a Custom Entity. The List Page has been created using the ListPage specialised class of the .NET API. You can see...

A new component has been added to the Example Components & Developer Resources (All Versions) download section. The new component will add two new tabs to the My CRM menu. The tabs will display the...

This article will provide a worked example on how to extend Summary Reports. For this example I will add a new Notes section to the Case Summary Report. In order to do this I drew on information...

It is possible to dynamically change the Coaching Captions displayed in a screen. In the article " The control of Coaching Captions in a screen ", I explained how coaching captions are...

In the article " Passing an additional parameter to a .NET dll or ASP page from tab and buttons ." I discussed how you can add additional flags to URLs. These additional parameters may also...

In this article I want to explain how coaching captions are stored in metadata and then displayed on the screen. In the screen shot above you can see that I have added a coaching caption to custom...

You can see here that I have created a hyperlink to a custom extension in Sage CRM. This has the URL. http://[servername]/[instancename]/eware.dll/Do?SID=31011801232768&Act=432&Mode=1&CLk...

It is possible to pass an additional parameter from a tab or a button. Please see the article " Passing an additional parameter to a .NET dll or ASP page from tab and buttons ". This article...

It is possible to pass an additional parameter from a tab or a button. The allows a developer to use a single main entity point within the application extension which can then use the extra parameter as...