Hints, Tips and Tricks

The Key Attribute Profiling feature in Sage CRM provides users with a method for setting up dynamic sets of data associated with People, Companies, Opportunities, Cases, and Leads. These Key Attribute...

There is a previous article, " Action buttons on Custom Entity Find Screens " This post explained how to recreate a find screen but I am now going to consider adding a new Action button to...

This is the third 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...

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

A customer had the requirement to be able to retrieve person records in Sage CRM using the SOAP web services based on their email address. On the face of it this looks like this may be a difficult job...

Sage CRM has a powerful Security mechanism implemented as an automatic alteration of the SQL used to fetch either the application data to the screen or the meta data that controls the availability of features...

In my haste to answer a question from a customer or partner I sometimes waste time. I can be guilty of suggesting a solution without really thinking it through and when I do that it comes back to haunt...

Many thanks must go to a colleague in the UK professional services team for this article. Introduction Customers often request the ability to track Company or Person changes in much the same way...

I have discussed Web to Lead a few times previously: WebToLead, HTTPS and Ports Working around Date/Time field issues in Web to Lead forms I have added a couple of HTML files...

Above is a screen shot that shows a default opportunity summary page. At the top of the page is the frame that contains the TopContent information. Sometimes this is called the context information. In...

The Values() and FormValues() collections are serverside methods that are analogous to the ASP Request.Form() and Request.QueryString() collections. In an ASP page we can see the submitted values of the...

Setting up a Custom Jump from a list to an ASP page is not difficult as we can see from the image below. What is not so obvious is how we can cause more than one name/value pair to be included in the QueryString...

Within a Visual Studio Project there are two ways of referencing Web Services. These are either as a Service Reference or a Web Reference. Add Web Reference is the old-style, and is more commonly...

This example code is provided by a colleague in Switzerland. It provides an alternative way of creating an automatically incrementing field value. The result of the code is to create an incrementing number...

This article provides example code for building a Summary page that displays data from an external database table through an ODBC driver. I have used for this example a connection to a Sage ERP MAS 90...

After a demo to BPs for the integration of SageCRM and Sage 100 ERP at the recent Sage Summit 2012 one of the attendees asked me to put this article on the Sage CRM community. SageCRM contains lots...

List Gadgets derive their data from 4 different types of data source Saved Searches Advanced Finds Reports Groups When a custom entity is added to Sage CRM using the Advanced Customization...

In the image below we can see the Company Name is displayed in an opportunity list that is in the context of the company and so that column is redundant and does not need to be shown. The list is...

Sage CRM Screens can exist in different ‘Modes’. The basic two modes that we have to worry about in Client Side code are View and Edit. We can use the fact that in Sage CRM <INPUT>...

The Interactive Dashboard and SData features use JDBC to interact with the database If you find that your Interactive Dashboard refuses to work then it may be a problem with the information in the...

The Values() collection can be used in all serverside scripts to examine the passed in Values from a form. Create Scripts Validate Scripts Tablelevel Scripts Workflow Scripts The Values...

Consider this scenario. There is an UpdateRecord() event function in a TLS on the Company. When the Company assigned user is changed (comp_primaryuserid) then all the 'In Progress' opportunities...

Here you can see it is possible to put calculated or derived information into the topcontent. This question actually came up the last time I was here in Germany, but I suppose it is a common requirement...

Any SQL statement may take time to run and result in a timeout error. In Sage CRM the general timeout period is controlled within the Administration -> System -> Database screen by setting the Query...

It is possible to take an existing entity,either one that you have added to the system or an existing table such as notes, and allow it to be workflowed. The technique below will be effective for both...