Hints, Tips and Tricks
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Hints, Tips and Tricks
Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.
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Creating Ajax calls using the Client Side API.
Posted
over 10 years ago
by
Jeff Richards
5
Below is a screen shot of an Opportunity Summary page. You can see that as the mouse hovered over the Company Name in the 'For' panel of the screen a tool-tip appeared that displayed the company's...
Adding Advanced Find and Mass Update and Groups for a Custom Entity (Project) in Sage CRM
Posted
over 6 years ago
by
Jeff Richards
14
The article will take you though the steps to add a custom entity to the Advanced Find screen. To do this you will need to have already created the custom entity. I have made the assumption...
Binding Client Side Script to the onLoad event using crm.ready()
Posted
over 11 years ago
by
Jeff Richards
10
Sage CRM has a Client Side method crm.ready() which is used to execute scripts once the page is loaded. We do not have to worry whether the browser is Chrome or Internet Explorer. The crm.ready() method...
Some thoughts about removing a component.
Posted
over 12 years ago
by
Jeff Richards
11
I didn't intend to write this as an article. Like many of my posts it was simply going to be an answer to a question in the forums but when it grew in length I decided it would work better as an article...
Sage CRM and Java
Posted
over 11 years ago
by
Jeff Richards
3
If you have been working with Sage CRM any time then you will know that Apache Tomcat is used as part of the architecture in the delivery of new features. And you will also know that Apache Tomcat provides...
How to Create a Secondary Entity for a new Custom Primary Entity
Posted
over 14 years ago
by
Jeff Richards
18
This article shows the steps that I went through to create a secondary entity that is a child of a Custom Primary Entity. The business scenario that I imagined was that I had a new Primary Entity called...
Calling CRM Actions
Posted
over 15 years ago
by
Jeff Richards
2
The CRM.URL() method is used to allow you to build correctly formatted URLs that reach back into the application. Most commonly this is used to interact with ASP pages and with Sage CRM .NET application...
If the Interactive Dashboard refuses to work, this could be a port conflict.
Posted
over 14 years ago
by
Jeff Richards
4
If another program running on the server has a port conflict with Tomcat it will affect both the Interactive Dashboard and the SData integration with Sage CRM. Errors appearing for SData Provider requests...
Integrating Sage CRM with Indexing Services to enable full document search
Posted
over 15 years ago
by
Jeff Richards
20
Sage CRM offers the ability to search using Keywords across all entities but this keyword searching does not extend into documents that may have been uploaded into the library. As you can see from the...
Validating Phone Numbers and Email Addresses
Posted
over 15 years ago
by
Jeff Richards
13
If you have explored this idea in Sage CRM you will probably have discovered that the peculiar structure of the phone and email screens means that the regular options for screen based rules are not open...
Creating a Search Select Advanced Field that links a CRM table to a Parent Table in an External Database
Posted
over 12 years ago
by
Jeff Richards
10
A customer had the requirement to be able to create records in Sage CRM that contained lookup fields to another database. In my example I want to be able to create a case and then link that case to...
Long List of Key Values for Sage CRM
Posted
over 16 years ago
by
Jeff Richards
Please see the previous articles that discuss the Key values in Sage CRM URLs. PreviousDominantKey = -1; DominantKey = 0; CompanyId = 1; //current company PersonId = 2; //person we are CURRENTLY viewing...
Creating a new database connection to Sage X3 (Part 2)
Posted
over 11 years ago
by
Jeff Richards
This is the second article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. Sage CRM's screens are defined in Meta Data...
Redirect to different WebToLead Pages
Posted
over 16 years ago
by
Jeff Richards
4
A client has two WebToLead pages for two different regions of customers. Once they have submitted the information, they wish to redirect them to their respective websites. If you go to Administration->Customizaton...
How to get the indexer service (Keyword Search) running again
Posted
over 14 years ago
by
Jeff Richards
3
If you find that your Indexing Server (Keyword Search) stops for any reason you may find that you get a message that looks like this: The CRM search index service has not been run since 21/12/20XX....
Use Advanced Search Selects to create linked selection lists
Posted
over 14 years ago
by
Sage CRM Team
16
Many teams need to link selection lists so that the contents of one selection list determine the contents of another. For example Support teams love the ability when creating a case, to fill in a value...
Creating and Controlling an Insert Page in Self Service
Posted
over 15 years ago
by
Jeff Richards
2
Below is a very simple example of a self service page that allows a case belonging to an authenticated visitor to be edited. The ASP code is found below. The code is comment and discussed below...
Using an onChange Script on a Selection list to set a value of another field
Posted
over 14 years ago
by
Jeff Richards
10
This is a simple real world example. There was a customer need to set a field values based on value of another field on the opportunity screen. The screens had been customized. The oppo_forecast and...
Working with Phone Numbers in CRM
Posted
over 15 years ago
by
Jeff Richards
1
Part of the issues we may face when working with and around phone numbers in Sage CRM rests with fact that CRM "entities" can be complex. For example the information for a Company consists of...
Email and Phone Numbers in CRM
Posted
over 17 years ago
by
Jeff Richards
When building extensions to the product it is quite common to reuse the existing screens and lists in the ASP pages that you add. I was recently asked about some "strangeness" by someone who...
How do you set a null value via (SOAP) Web Services?
Posted
over 14 years ago
by
Jeff Richards
4
Assuming that Values are passed as strings via webservices we can therefore represent null as an empty string. The code below is modified extract of code from the Web Services Test Harness that I use in...
Some thoughts on Importing Data
Posted
over 15 years ago
by
Jeff Richards
1
I have written several articles in the past about the importation of data into Sage CRM. This article then is a 'header' record that attempts to bring these different thoughts together. It is...
Creating Groups on Custom Entities in Sage CRM
Posted
over 13 years ago
by
Jeff Richards
15
I have created a new custom entity called 'Project' using the Advanced Customization Wizard (aka Entity Wizard, Main Entity Wizard). The requirement: The requirement was to be able to use...
Referencing records from a Custom Table in a Advanced Search Select field.
Posted
over 8 years ago
by
Jeff Richards
10
In the screen shot below you can see that in my customised implementation of Sage CRM, I am able to associate an Opportunity with an record held in an external database. The external table in...
Sage CRM and Referential Integrity
Posted
over 14 years ago
by
Jeff Richards
One of the great strengths of Sage CRM is its openness. Its data model is documented and published and available to members of the Developer Program. In some applications relationships between the different...
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