Hints, Tips and Tricks

A customer had the requirement to allow users to export opportunity information to a file that could be opened in Excel. I have provided below some example code that is designed to be called from a...

Sage CRM can be extended using ASP pages that are able to use the properties and methods of the CRM object. These objects methods and properties allow the custom pages to connect to the system database...

Locking the System before carrying out maintence tasks can avoid a lot of pain and hassle for System Administrator. It is tempting to add a component or even perform a meta data refresh without thinking...

Table and Entity Level Scripts can be thought of as a bit like SQL triggers. They allow a developer to create scripts that are run when certain database interactions take place. They are defined as javascript...

I recently wrote an article called " Using a Table-Valued User-Defined Function to return data " that introduced the idea of using these functions as alternative data sources. In this article...

The image below shows that I have just run a custom ASP report called 'TestReport' from within the general category. The report has popped up and has displayed the graph and the panel I wanted...

This article has been triggered by a question from a customer asking about alternatives to using views for returning data into the interface. They wanted to know whether views were the only way in which...

Sage CRM has a feature called Button Groups that allow a system administrator to add buttons to System Screens. You can add buttons to most system screens by using the Button Group feature. Adding...

A customer had the requirement to provide their users with a simple organisation chart that showed the contacts they had within an organisation grouped by department. Sage CRM's API actually has...

A customer had the need to use a DLL to bring together and display data as the first screen that the user saw when they logged on into Sage CRM. Below is a simple screen shot that shows a DLL built...

The document upload into Sage CRM is designed to allow the easy upload of files on an Ad Hoc basis. The document upload feature (at the time of writing this article) differs slightly depending on which...

In Sage CRM development around phone numbers and email addresses needs careful thought. This is because Sage CRM "entities" can be complex. For example the information for a Company consists...

This is a follow up to the article I wrote previously called " Understanding the CRMEmailPhoneData table ". That article explained that the CRMEmailPhoneData is a utility table and that it's...

Search Select Advanced Fields are Sage CRM's powerful lookup field type that allows child records to be linked to parents to ensure referential integrity. A user can search for records within an entry...

If you have spent time looking at the way in which views are constructed in Sage CRM then you may have found the CRMEmailPhoneData table referenced and wondered what is the table's purpose. I asked...

An Interactive Dashboard allows a user to simplify their daily tasks and activity management by providing them with an intuitive workspace that contains their key information. Information from Sage CRM...

Below are links to articles and resources that discuss the different forms of security that a system administrator or developer working with Sage CRM needs to understand. These covers aspects of application...

In this article I want to look at three different examples of how we can use the SData 2.0 based RESTful API within Sage CRM to carry out CRUD actions. Post (Insert) a new record into a system entity...

The following videos and articles are the key resources that will allow you to get a sense of the power of using the Component Manager in Sage CRM and also to understand the very clear challenges that...

Sage CRM is a system that controls its user interface using settings contained in the database. The database doesn't just hold the information about the contacts, companies, tasks and opportunities...

A customer had a requirement to add a series of check boxes to the Lead screen. The check boxes would allow the user to quickly classify and collect the different interests of a prospect as it the new...

We have seen previously in this series that we can make a request directed at an instance of Sage CRM using SData 2.0 to fetch some data from an entity. http://localhost/sdata/crmj/sagecrm2/-/company...

Below is some code that shows how the UpdateRecord() method can be invoked using the SOAP Web Services. I have discussed the use of the Update() method in the article " Updating Multiselect fields...

I said in my last article that SData 2.0 can not be considered a 'green field' solution because SData has been already used through out Sage CRM right from the start of the move to the new Java...

The SData standard has always been about enabling all types of Sage applications, whether they are desktop, server, or web-based systems to communicate with each other easily. The standard provides the...