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Example Components & Developer Resources (All Versions)

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SDK Installer for Sage CRM 2023

Jeff Richards
There is a new SDK Installer for Sage CRM with revised C# snippets. The SDK Installer will be compatible...
Posted to: Example Components & Developer Resources (All Versions)
5 Apr 2023 by 53

Metadata and database changes in Sage CRM 2023 R1

Jeff Richards
This spreadsheet lists the main metadata and database changes that have been made between Sage CRM 2022...
Posted to: Example Components & Developer Resources (All Versions)
27 Mar 2023 by 17

Metadata and database changes in Sage CRM 2022 R2

Jeff Richards
The Sage CRM Community has additional resources to help partners. These include a spreadsheet that lists...
Posted to: Example Components & Developer Resources (All Versions)
17 Aug 2022 by 86

Metadata and database changes in Sage CRM 2022 R1

Jeff Richards
This is an Excel Workbook that lists the main metadata and database changes that have been made between...
Posted to: Example Components & Developer Resources (All Versions)
1 Feb 2022 by 153

Metadata and database changes in Sage CRM 2021 R2

Jeff Richards
This is an Excel Workbook that lists the main metadata and database changes that have been made between...
Posted to: Example Components & Developer Resources (All Versions)
30 Jul 2021 by 182

Component: Update MailMergeRelatedInfo for Nested Mail Merge. (Sage CRM 2021)

Jeff Richards
This component will add two ASP pages into the system that will allow easier editing of the MailMergeRelatedInfo...
Posted to: Example Components & Developer Resources (All Versions)
12 Feb 2021 by 190

Component: Suppress Display of Duplicate Meeting Records in Company and Person Context (Sage CRM 2021)

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)
12 Feb 2021 by 205

Component: Create Admin Report showing Reports & Charts(Sage CRM 2021)

Jeff Richards
This component adds a report under the Administrator Reports category called "Reports with Charts"...
Posted to: Example Components & Developer Resources (All Versions)
12 Feb 2021 by 190

Component: Quick Setup and Configuration (Sage CRM 2021)

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)
12 Feb 2021 by 181

Component: Import Quicklook DLL (Sage CRM 2021)

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)
12 Feb 2021 by 191

Component: Display Image in Person Summary (Sage CRM 2021)

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)
12 Feb 2021 by 199

Component: Person Address Find (Sage CRM 2021)

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)
12 Feb 2021 by 166

Component: Company PeopleList Rebuild (Sage CRM 2021)

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)
12 Feb 2021 by 182

Component: New Opportunity Workflow (Sage CRM 2021)

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)
12 Feb 2021 by 190

Component: Display full text of a Note as a tooltip within the Notes List.(Sage CRM 2021)

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)
12 Feb 2021 by 190

Component: Add Companies and People Tabs to My CRM menu.(Sage CRM 2021)

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)
12 Feb 2021 by 180

Component: Label the browser tab with the Current User's name (Sage CRM 2021)

Jeff Richards
This will change the Title of each browser tab. When demoing Sage CRM or working on customisation it...
Posted to: Example Components & Developer Resources (All Versions)
12 Feb 2021 by 198

Component: Derived Fields Assistant (Sage CRM 2021)

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)
12 Feb 2021 by 204

Component: Simple Demo Date Changer (Sage CRM 2021)

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)
12 Feb 2021 by 175

Component: Company Workflow Example (Sage CRM 2021)

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)
12 Feb 2021 by 183
 
 
 
         

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