Hints, Tips and Tricks

We have seen in other posts that it is perfectly possible to create ASP pages that contain multiple blocks. These have been search pages or entry pages that have drawn their blocks from either the same...

A colleague asked me a very simple question. "I want to do a basic query with simple parameters e.g. in SQL: select * from opportunity where Oppo_ChannelId = 1 and Oppo_Product='TimEx5'...

This article looks at how the recent list interacts with custom entities. There are 4 components to consider that make up the functionality of an entity’s recent list: • The code that adds a...

This article has been updated. Create Script example Date/Time fields can can have their values set by using the DefaultType property. If DefaultType set to 6 then the field displays the Current...

This is the fourth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. I discussed in the previous article " Extending...

The Database Engine Tuning Advisor provides features that enable both new Sage CRM Administrators and/or experienced database administrators to tune databases for better query performance. Its primary...

Custom Pages that contain Search screens are fussy about block positioning. The search block does not work correctly if it is included into the container following the list making it more difficult to...

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...

Within the Administration screens is the location that allows the System Administrator to create an additional database connection to a 3rd party database. Administration -> Advanced Customization...

This question was asked in a training class I taught recently. Imagine the standard Opportunity workflow. At any state within the workflow that are a number of further workflow rules available...

Some time ago I was asked about how users of an company intranet could have a logon screen presented to them that was part of an existing intranet page that when completed would bring the user into Sage...

Consider the code below. This is for a simple edit screen for the Opportunity entity. var intRecordId = CRM.GetContextInfo("opportunity","oppo_opportunityid"); var myBlock = CRM...

If you have tried to setup Exchange Integration with Office 365 then you might have run into this problem when defining the connection. "The Exchange Server Connection could not be saved as...

The screen below shows the default company search screen. You can see that a user can search for "Inactive" companies. But... A customer might have the need to stop users from including...

Consider the following business rule. "A customer has a requirement that the Case Tab in the company screen should only display when the Company has an agreed service level agreement and the user...

You may need to reference data held outside of Sage CRM and within another application's database for a variety of business requirements including Reporting Graphing Reports...

GetContextInfo() is perhaps the most commonly used method within the Sage CRM API. This is both within internal code (Create scripts, Validate scripts etc) and application extensions which maybe either...

The validation of dates can be tricky. Partly this is due to jscript and partly down to the flexibility that Sage CRM provides in allowing dates to be presented. I have covered how default values dates...

Email templates can be designed for use in different contexts. The creation of Email Templates is covered in the online documentation . In the image above you can see that templates can be designed...

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...

The requirement: The requirement was to be able to use data from an external table in a group definition. This will allow data from a Sage accounting system to be used to build groups of Person and...

Please read the article " Some thoughts on Importing Data " as background. The previous article discussed the different programming techniques that can be used for importing data into Sage...

How can we tell what version has been installed? The patch and version of the software is announced on the Logon Screen. Again within the product you can check the version by going to My CRM> Preferences...

A business had a requirement to easily see what products have been ordered by their customers. Below shows the products that have been purchased by a company. This was created using the List and...

Below is a picture of the Company Find screen.. This is the standard system screen. But can this screen be duplicated for new entities such as "Project". The answer is very nearly yes. In the...