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Example Components & Developer Resources (All Versions)

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Type Title Date Downloads Rating

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 323

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 310

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 334

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 310

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 298

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 292

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 470

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

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 344

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 140

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 143

Component: Create Admin Report showing Reports & Charts(Sage CRM 2023)

Jeff Richards
This component adds a report under the Administrator Reports category called "Reports with Charts"...
Posted to: Example Components & Developer Resources (All Versions)
16 Oct 2023 by 121

Component: Label the browser tab with the Current User's name, Screen Name and icon to indicate a ReadOnly Tab (Sage CRM 2023)

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)
16 Oct 2023 by 125

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 154

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 167

Component: Useful Saved Searches and Groups (Sage CRM 2023)

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)
16 Oct 2023 by 113

Component: Display Image in Person Summary (Sage CRM 2023)

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)
16 Oct 2023 by 118

Component: UI changes to External Attendees (Sage CRM 2023)

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)
16 Oct 2023 by 121

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 135

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 147
 
 
 
       

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