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Code Sample: Clone Person and Switch Company (Sage CRM 2020 R1)

This sample ASP page will add the ability to clone a person and assign the record to a new company. To...
Posted to: Example Components & Developer Resources (All Versions)
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Sage CRM 2020 R1: SOAP Web Services Test Harness

This is a Visual Studio C# project that shows how each of the main SOAP web services methods can be used...
Posted to: Example Components & Developer Resources (All Versions)
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Component: Add Company Tab Assistant (Sage CRM 2019)

This component allows you to enter the name of an existing view. It will then create a new custom list...
Posted to: Example Components & Developer Resources (All Versions)
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Skyrocket your profits with these 5 proven sales tips

Posted to: Business Partner Marketing Tools
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Component: Useful Saved Searches and Groups (Sage CRM 2019)

This component will install a set of basic Saved Searches, Groups and Advanced Finds. These can be used...
Posted to: Example Components & Developer Resources (All Versions)
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Component: UI changes to External Attendees (Sage CRM 2018)

This component makes some small changes to the External Attendees feature for Appointments. This component...
Posted to: Example Components & Developer Resources (All Versions)
by 27

Component: Add Budget Status Column (Sage CRM 2019)

Add a Budget Status Column to the CampaignsList. This is done by deriving a new column in the view called...
Posted to: Example Components & Developer Resources (All Versions)
by 27

Component: New Opportunity Workflow (Sage CRM 2018)

This component when installed will implement a new Opportunity Workflow. This was been tested with...
Posted to: Example Components & Developer Resources (All Versions)
by 28

Component: Label the browser tab with the Current User's name (Sage CRM 2019)

This will change the Title of each browser tab. When demoing Sage CRM or working on a customisation it...
Posted to: Example Components & Developer Resources (All Versions)
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Component: New Opportunity Workflow (Sage CRM 2019)

This component when installed will implement a new Opportunity Workflow. This has been tested with...
Posted to: Example Components & Developer Resources (All Versions)
by 28

Component: Create Admin Report showing Reports & Charts(Sage CRM 2019)

This component adds a report under the Administrator Reports category called "Reports with Charts"...
Posted to: Example Components & Developer Resources (All Versions)
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Component: Person Address Find (Sage CRM 2019)

This component will add an additional Find option under the main menu. This will allow a user to search...
Posted to: Example Components & Developer Resources (All Versions)
by 29

Component: Add Budget Status Column (Sage CRM 2018)

Add a Budget Status Column to the CampaignsList. This is done by deriving a view in the vCampaigns. The...
Posted to: Example Components & Developer Resources (All Versions)
by 29

Integrated CRM ERP eBook

As the owner or manager of a successful company, you may already know the benefits of an Enterprise Resource...
Posted to: Business Partner Marketing Tools
by 29

Portuguese example language pack for Sage CRM 2017

The language packs can be installed like any Sage CRM component and when run will add a partial set of...
Posted to: Language Packs (All Versions)
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Turkish example language pack for Sage CRM 2017

The language packs can be installed like any Sage CRM component and when run will add a partial set of...
Posted to: Language Packs (All Versions)
by 29

Component: Add Child Cases (Sage CRM 2019)

This component will add the metadata needed to allow a case to be related to another case in a parent...
Posted to: Example Components & Developer Resources (All Versions)
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Component: Example Case Workflow (Sage CRM 2018)

This component when installed will implement a new Case Workflow. This has been tested within Sage...
Posted to: Example Components & Developer Resources (All Versions)
by 30

Component: Person Address Find (Sage CRM 2018)

This component will add an additional Find option under the main menu. This will allow a user to search...
Posted to: Example Components & Developer Resources (All Versions)
by 30

Component: Import Quicklook DLL (Sage CRM 2018)

This component will install a new version of the company quicklook page. This has been built using the...
Posted to: Example Components & Developer Resources (All Versions)
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