Hints, Tips and Tricks

This article has been prompted by a question from a customer. They need for their users to capture Opportunity 'quick facts' to start the sales process. In their case, their contacts may wish to...

A customer had a requirement to move database servers. This was a straight move from one server to another rather than upgrading database versions. There have been some very good tips and advice shared...

Sage CRM has a web-based architecture that gives customers the freedom and flexibility to choose what is best for their business. And this may be on-premise, a private cloud implementation, on a public...

The documentation for the REST API lists the entities that are supported for CRUD actions. For each entity examples of the JSON payload for each HTTP method are provided. And what is more, the documentation...

I have discussed in previous articles that Sage CRM REST service represents the objects exposed in Sage CRM (Company, Case, Quote etc) as resources. This means that a unique URL identifies each resource...

The Sage CRM REST API follows the architectural principles inherent within Representational State Transfer (REST). There are key architectural concepts or constraints that the REST API follows. It...

Consider this HTTP GET request http://[servername]/sdata/crmj/sagecrm2/-/company('28’) The image below shows the request (and the result) that has been sent and received by the Postman...

In this article, I want to consider aspects of security within the REST API. This is will cover how authentication is handled, field-level security and user rights defined by security profiles. By their...

The release of Sage CRM 2019 R2 introduces a new REST API (v1.0.0 beta) for developers and integrators. This new API enables developers to create, read, update, and delete entities in Sage CRM using standard...

Sage CRM 2019 R2 has been focussed on changing the way that ISVs and partners can bring increased value to customers. As a consequence, this release may not appear a big release for customers but there...

One of the enhancements made to Sage CRM 2019 R2 (123-171704-ENH) is in the way in which Self Service passwords were stored. It this article I want to place this change within the overall context of Security...

This is the tenth and final article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations...

This is the ninth article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations using...

This is the eighth article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations using...

This is the seventh article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations using...

This is the sixth article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations using...

This is the fifth article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations using...

This article is based on previous articles and expands the information available. A screen is called as a result of a hyperlink. This may be a button click, a call from the recent list or any other...

A many-to-many relationship described the situation when we have a need to create a link between several records in one table with several records in another table. Imagine a new custom entity called...

This is the fourth article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations using...

This is the third article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations using...

This is the second article in a series provided for non-technical System Administrators who wish to understand more about using JavaScript to control workflow and to implement simple customizations using...

JavaScript is a simple, powerful language used within a large number of business applications. The language is used within Sage CRM to define certain types of business rules, to control processes and to...

This is the second article that covers the customization of the new version of the Self Service Demo site introduced alongside Sage CRM 2019 R1. This article will cover editing the files of the new...

This 2 part article will cover the customization of the new version of the Self Service Demo site introduced alongside Sage CRM 2019 R1. The Self Service API can be used to create an integration between...