Hints, Tips and Tricks

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...

This is the sixth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. Fields that exist in the linked view in Sage X3...

I needed to establish a connection to the Sage 100cloud database to allow me to check details about a customer record within the integrated system. A direct connection to an ODBC database is a very useful...

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...

This is the fifth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. Views that are intended to be used to list data...

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...

You've set up Sage E-Marketing for Sage CRM and your emails are being distributed successfully. However, when it comes to analysing the performance of your email marketing campaign you notice that...

This is a very short tip and one that you may well know, but since I have just run into the problem again, I thought it was was worth a mention. Do you ever see problems like this? This when characters...

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...

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...

One of the common requirements that I hear during my conversations with partners and customers who are implementing Sage CRM is that at different points within a workflow or business process the organisation...

Recently, I’ve noticed some forum posts on the Sage CRM Community about the Tomcat service not working properly and that this might be effecting Exchange Integration. To help with this, I’ve...

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 CRM Developer Guide shows examples of using the Web service in C# and VB.NET. If you are interested in developing apps for iPhone using Objective-C, here's a quick example on how to connect to...

The new Client Side API adds a very easy way of adding new buttons. crm.addButton(imageURL,captionfamily,captioncode,[options]) The new Client Side API allows application extensions to be called...

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...

This is the seventh article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. Previously I have shown how a simple Search screen...

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

A customer had the requirement to display certain numeric data graphically within their Self Service site. Their requirement was to turn a field displaying numeric data on their public site into a 'widget'...

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...

RunBlock is one of the most useful ways of extending Sage CRM. It is a pure meta data driven approach and can allow us to swiftly create new screens that list and present data from within Sage CRM and...

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...

Occasionally you may customer requirement to store relatively large numbers of documents associated with a company, person or opportunity record outside the main librabry mechanism. As an example of this...

The previous article " Calling Extensions (ASP pages and .NET assemblies) from Buttons added using the Client Side API " discussed how new buttons can be added to system screens. This article...

If you do any customization. Then very quickly you start to build hyperlinks that need to bring you directly into the correct context. Consider this partial URL from the Summary tab of the Company context...