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Example Components & Developer Resources (All Versions)

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Component: Suppress Display of Duplicate Meeting Records in Company and Person Context (Sage CRM 2020)

Jeff Richards
In the standard system if the users Susan Maye and Kylie Ward both attended the same meeting with Kieran...
Posted to: Example Components & Developer Resources (All Versions)
10 Feb 2020 by 7

Component: Create Admin Report showing Reports & Charts(Sage CRM 2020)

Jeff Richards
This component adds a report under the Administrator Reports category called "Reports with Charts"...
Posted to: Example Components & Developer Resources (All Versions)
10 Feb 2020 by 6

Component: Quick Setup and Configuration (Sage CRM 2020)

Jeff Richards
This component is designed to be run on a new install of Sage CRM. It enables a system administrator...
Posted to: Example Components & Developer Resources (All Versions)
10 Feb 2020 by 4

Component: Import Quicklook DLL (Sage CRM 2020)

Jeff Richards
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)
10 Feb 2020 by 4

Component: Display Image in Person Summary (Sage CRM 2020)

Jeff Richards
This component will add the ability to display an uploaded image of contact on the person summary screen...
Posted to: Example Components & Developer Resources (All Versions)
10 Feb 2020 by 2

Component: Person Address Find (Sage CRM 2020)

Jeff Richards
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)
10 Feb 2020 by 4

Component: Company PeopleList Rebuild (Sage CRM 2020)

Jeff Richards
This component will add a new version of the PeopleList within the Company tab menu. This will allow...
Posted to: Example Components & Developer Resources (All Versions)
10 Feb 2020 by 4

Component: New Opportunity Workflow (Sage CRM 2020)

Jeff Richards
This component when installed will implement a new Opportunity Workflow. This has been tested with...
Posted to: Example Components & Developer Resources (All Versions)
10 Feb 2020 by 4

Component: Display full text of a Note as a tooltip within the Notes List.(Sage CRM 2020)

Jeff Richards
Sage CRM will automatically truncate all text fields, (nvarchar and ntext) to 255 characters when they...
Posted to: Example Components & Developer Resources (All Versions)
10 Feb 2020 by 2

Component: Add Companies and People Tabs to My CRM menu.(Sage CRM 2020)

Jeff Richards
This component will add two new tabs to the My CRM menu. The tabs will display the Companies and People...
Posted to: Example Components & Developer Resources (All Versions)
10 Feb 2020 by 3

Component: Label the browser tab with the Current User's name (Sage CRM 2020)

Jeff Richards
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)
10 Feb 2020 by 2

Component: Derived Fields Assistant (Sage CRM 2020)

Jeff Richards
This component can be used to add a metadata description for a field derived or calculated in a view...
Posted to: Example Components & Developer Resources (All Versions)
10 Feb 2020 by 3

Component: Simple Demo Date Changer (Sage CRM 2020)

Jeff Richards
This component will add a feature "Simple Demo Date Changer" to the Data Management Administration...
Posted to: Example Components & Developer Resources (All Versions)
10 Feb 2020 by 3

Component: Company Workflow Example (Sage CRM 2020)

Jeff Richards
This component when installed will implement a new Company Workflow. This has been tested with Sage CRM...
Posted to: Example Components & Developer Resources (All Versions)
10 Feb 2020 by 4

Component: Add Child Cases (Sage CRM 2020)

Jeff Richards
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)
10 Feb 2020 by 3

Component: Example Case Workflow (Sage CRM 2020)

Jeff Richards
This component when installed will implement a new Case Workflow. This has been tested within Sage...
Posted to: Example Components & Developer Resources (All Versions)
10 Feb 2020 by 4

Component: UI changes to External Attendees (Sage CRM 2020)

Jeff Richards
This component makes some small changes to the External Attendees feature for Appointments. This component...
Posted to: Example Components & Developer Resources (All Versions)
7 Feb 2020 by 3

Component: Add Company Tab Assistant (Sage CRM 2020)

Jeff Richards
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)
7 Feb 2020 by 4

Component: Useful Saved Searches and Groups (Sage CRM 2020)

Jeff Richards
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)
7 Feb 2020 by 3

Component: Add Budget Status Column (Sage CRM 2020)

Jeff Richards
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)
7 Feb 2020 by 3
 
 
 
         

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