Hints, Tips and Tricks

This post is a revamp post on how to manage linked selection lists (drop downs) in Sage CRM. This was posted before on the CRM community here - https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks...

Sage CRM integrated with Sage BMS products (e.g. Sage 100cloud, Sage 300cloud) provides a way of managing interactions with prospective customers through the initial contact with a Lead, the confirmation...

When demoing Sage CRM or working on a customisation it is very normal for a consultant to open up several browser tabs each one displaying a CRM screen produced by a separate logon. You may be working...

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...

We recently had a few cases where customers reported the error message "The size of the report is too big, use the filter criteria to reduce the size of the report." when they ran a report and...

The Data Upload function in Sage CRM is delivered via Apache Tomcat. Generally, if your dashboards are working you would expect once the file has been uploaded to Sage CRM server from Data Upload...

This article has been prompted by a customer who had a requirement to change the default display of a multiselect field. This article uses the Client Side API. The default display of a field is shown...

A new component has been added to the Example Components & Developer Resources (All Versions) download section. The new component is a rebuild of the PeopleList system action that provides the returned...

The client side API allows us to remove buttons from the screen. <script> crm.ready(function(){ crm.hideButton("executesummaryreport.gif"); }) </script> Note: The 'name'...

Securing web applications can be tricky. One surefire way securing the system is to lock it in a box, where no-one can switch it on, much less enter data into it. Unfortunately, this is not the making...

Recently, we had a requirement where a client wanted to upload Leads with Notes. The way Data upload works for leads, we cannot map any field from upload file to tables other than the lead entity. Hence...

This article provides links to different videos and articles that discuss the creation and use of Key Attribute data. Key Attribute data is data held in Sage CRM for typically marketing purposes and that...

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...

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...

When you are in the context of an Opportunity, then you are also in the context of a Company and Person. You can see this clearly in the screen shot below. It is easy to test for general context...

A customer uses an external system to generate marketing emails to contacts. These contacts exist as records in their accounting system that is integrated with Sage CRM. This means that the contact exists...

A customer asked me whether the SOAP Web Services were an extension of the .Net API or a separate API built on top of the COM API. Below is a diagram that is frequently used to explain the Sage CRM...

A customer had the requirement to merge two Sage CRM databases. They had just acquired another company who used the same version of Sage CRM integrated with the same version of a Sage BMS (Accounting System...

You can see in the image below that I am using a system with both a license that contains both Enterprise Integration Server and Developer rights. Either of these rights would allow me to create...

Once you have been working with Sage CRM for a little while you will notice that the primary keys (unique ID fields) have been suppressed from the interface. By that, I mean that you can't refer to...

Supposing that there is a requirement that when a Company is of a particular type then when an Opportunity is created for that company there should be one set of options to put into the Oppo_type field...

The two APIs that I wish to consider in this article are mature, well developed and stable. They've been in the product for a very long time. Nevertheless, they are still used and still very much a...

Workflow is very powerful but one of the limitations is that Follow Up Actions, such as 'Create Task' or 'Create Appointment' can not be invoked on Primary Rules. This means that...

You can use Client Side code in Sage CRM workflow. The image below shows an Opportunity that is being progressed through a workflow in Sage CRM. In this example opportunity workflow the maximum certainty...

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...