|
This reference document is a detailed spreadsheet that provides a clear overview of key elements within...
|
7 Oct 2024
by
Jeff Richards
|
32
|
|
|
|
This spreadsheet lists the main metadata and database changes that have been made between Sage CRM 2024...
|
7 Oct 2024
by
Jeff Richards
|
33
|
|
|
|
This spreadsheet lists the main metadata and database changes that have been made between Sage CRM 2023...
|
8 Apr 2024
by
Jeff Richards
|
95
|
|
|
|
This component will install a new version of the company quicklook page. This has been built using the...
|
16 Oct 2023
by
Jeff Richards
|
222
|
|
|
|
This component will add the metadata needed to allow a case to be related to another case in a parent...
|
16 Oct 2023
by
Jeff Richards
|
168
|
|
|
|
This component when installed will implement a new Case Workflow.
This has been tested within Sage...
|
16 Oct 2023
by
Jeff Richards
|
165
|
|
|
|
This component will add a new version of the PeopleList within the Company tab menu. This will allow...
|
16 Oct 2023
by
Jeff Richards
|
161
|
|
|
|
This component can be used to add a metadata description for a field derived or calculated in a view...
|
16 Oct 2023
by
Jeff Richards
|
169
|
|
|
|
This component allows you to enter the name of an existing view. It will then create a new custom list...
|
16 Oct 2023
by
Jeff Richards
|
168
|
|
|
|
Add a Budget Status Column to the CampaignsList. This is done by deriving a new column in the view called...
|
16 Oct 2023
by
Jeff Richards
|
157
|
|
|
|
This component makes some small changes to the External Attendees feature for Appointments. This component...
|
16 Oct 2023
by
Jeff Richards
|
139
|
|
|
|
This component will add the ability to display an uploaded image of contact on the person summary screen...
|
16 Oct 2023
by
Jeff Richards
|
144
|
|
|
|
This component will install a set of basic Saved Searches, Groups and Advanced Finds. These can be used...
|
16 Oct 2023
by
Jeff Richards
|
133
|
|
|
|
In the standard system if the users Susan Maye and Kylie Ward both attended the same meeting with Kieran...
|
16 Oct 2023
by
Jeff Richards
|
193
|
|
|
|
Sage CRM will automatically truncate all text fields, (nvarchar and ntext) to 255 characters when they...
|
16 Oct 2023
by
Jeff Richards
|
182
|
|
|
|
This will change the Title of each browser tab. When demoing Sage CRM or working on customisation it...
|
16 Oct 2023
by
Jeff Richards
|
146
|
|
|
|
This component adds a report under the Administrator Reports category called "Reports with Charts"...
|
16 Oct 2023
by
Jeff Richards
|
145
|
|
|
|
This component will add two new tabs to the My CRM menu. The tabs will display the Companies and People...
|
16 Oct 2023
by
Jeff Richards
|
171
|
|
|
|
This spreadsheet lists the main metadata and database changes that have been made between Sage CRM 2023...
|
4 Oct 2023
by
Jeff Richards
|
170
|
|
|
|
There is a new SDK Installer for Sage CRM with revised C# snippets. The SDK Installer will be compatible...
|
5 Apr 2023
by
Jeff Richards
|
382
|
|
|