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Example Components & Developer Resources (All Versions)

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Type Title Date Downloads Rating

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 294

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 290

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 282

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 278

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 276

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 275

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 262

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 256

Component: Import Quicklook DLL (Sage CRM 2023)

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)
16 Oct 2023 by 193

Component: Suppress Display of Duplicate Meeting Records in Company and Person Context (Sage CRM 2023)

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)
16 Oct 2023 by 165

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 159

Component: Display full text of a Note as a tooltip within the Notes List.(Sage CRM 2023)

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)
16 Oct 2023 by 152

Component: Add Company Tab Assistant (Sage CRM 2023)

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)
16 Oct 2023 by 146

Component: Derived Fields Assistant (Sage CRM 2023)

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)
16 Oct 2023 by 141

Metadata and database changes in Sage CRM 2023 R2

Jeff Richards
This spreadsheet lists the main metadata and database changes that have been made between Sage CRM 2023...
Posted to: Example Components & Developer Resources (All Versions)
4 Oct 2023 by 139

Component: Add Child Cases (Sage CRM 2023)

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)
16 Oct 2023 by 137

Component: Example Case Workflow (Sage CRM 2023)

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)
16 Oct 2023 by 135

Component: Add Budget Status Column (Sage CRM 2023)

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)
16 Oct 2023 by 133

Component: Add Companies and People Tabs to My CRM menu.(Sage CRM 2023)

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)
16 Oct 2023 by 133

Component: Company PeopleList Rebuild (Sage CRM 2023)

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)
16 Oct 2023 by 130
 
 
 
       

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