Hints, Tips and Tricks

The classic SOAP web services provide us with an existing set of abilities to create, read, update and delete data. In this article I want to examine those web services in order to explain some of the...

In this article I want to think about security. This is both the security that governs the rights of access to the system and the access that is then granted to a user accpording to the policies implemented...

There is now a number of articles that show the use of the Client Side API and I hope this is a useful reference blog that brings everything together. Introduction to the API The Client Side API...

A customer had the requirement to place some rules on the company name field to discourage users from entering characters that were not allowed in business names. Which special characters may be used...

In this article I want to consider the way in which the RESTful API allows system administrator to easily extend the reach of the API's access to data across custom entities and views with SData. ...

In this article I want to start looking at the SData in action and start to understand what the RESTful API offers. And if we are going to work with SData then we need to have an instance of Sage CRM with...

Adding Companies and Persons with their associated email address is a pretty easy thing to do in the SOAP web services. I have covered the adding companies with their child records in the article "...

If you’re a CRM WYSIWYG editor, then you might be aware that the Paste from Word plugin losing some of the formatting. More information: http://dev.ckeditor.com/query?status=!closed&component...

In this article I want to consider Sage CRM's Architecture, its development options and the importance that this places on the use of Web Services especially REST and SData for integration. We need...

This article is about the client side API. Specifically this article is concerned with how to write a script to handle the information within a grid and then apply an action to the cells, row or columns...

Below is a screen that shows the product configuration area in Sage CRM. To create this field I added a new field to the NewProducts table within the administration screens. I called my field...

This article is the first of a new series of articles that will provide you with a jump start on developing with the new RESTful API for Sage CRM. Not everyone reading this will be familiar with SData...

Working with reports can be a little frustrating. Consider this listing of the General report category. And then try and answer the following questions Which reports have charts? ...

Sage CRM has a follow up action to the workflow action types that enables Mail Merge to PDF. The set up for the action is very similar to the standard Merge that has been there since server side...

The following is a simple example of how to create a qr code, it requires the jquery qrcode library which can be downloaded from the web. With custom content we could dynamically create a qrcode on our...

The following is a simple example of how to create a bar code, it requires the jquery barcode library which can be downloaded from the web. With custom content we could dynamically create a barcode on...

This article has been prompted by a some recent questions about nature of data privacy in Sage CRM. And specifically I want to think about access to diaries and calendars. Consider the following business...

Sage CRM self service interface enables you to allow your customers, partners, and suppliers to access a subset of your Sage CRM data and functionality over the web whenever they want or need it. It is...

Below is a diagram that presents the general architecture of Self Service in Sage CRM. The key thing to point out in this diagram is that the people who access CRM data through self service screens...

In this article I want to think how the ReadOnly SData provider can be used to extend the capabilities of Sage CRM. To do this I need to put the SData interface into some context. SData is a form of...

SData is the short form of 'Sage Data'. This is the HTTP-based communication protocol used by many Sage product APIs and integrations. SData is used as the basis of the integration between Sage...

This is not my first article about Sage CRM's .NET API and those of you who are members of the Developer Program will know that you have access to a series of articles that discuss the API in the gated...

Sage CRM has its own internal e-Mail client that allows users to create, send and manage emails entirely within CRM. The image above shows a list of communications for a company that includes emails...

In this article I want to look at the configuration of Sage CRM to allow SMS routing of alerts and notifications. When wanting to think about using SMS in the context of using Sage CRM there are two...

In this article I want to consider how to you can add Internal Mail Merge and Telesales as an activity within a campaign. I have made the assumption that you are working with graphical Campaign and...