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Example Components & Developer Resources (All Versions)

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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 46

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 102

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 132

Component: Useful Saved Searches and Groups (Sage CRM 2021)

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)
12 Feb 2021 by 156

Component: Add Budget Status Column (Sage CRM 2021)

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)
12 Feb 2021 by 164

Component: Add Company Tab Assistant (Sage CRM 2021)

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)
12 Feb 2021 by 170

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 175

Metadata and database changes in Sage CRM 2021 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)
8 Jan 2021 by 179

Component: UI changes to External Attendees (Sage CRM 2021)

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)
12 Feb 2021 by 179

Component: Example Case Workflow (Sage CRM 2021)

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)
12 Feb 2021 by 180

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 184

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 194

Component: Add Child Cases (Sage CRM 2021)

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)
12 Feb 2021 by 197

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 198

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 198

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 200

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 201

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 203

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 205

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 206
 
 
 
         

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