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Example Components & Developer Resources (All Versions)

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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 194

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 217

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 200

SDK Installer for Sage CRM 2021

Jeff Richards
The SDK Installer is compatible with: Sage CRM 2021 R1 Sage CRM 2020 R1 Sage CRM 2020 R2 To install...
Posted to: Example Components & Developer Resources (All Versions)
8 Jan 2021 by 294

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 154

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 177

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 68

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 22

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 46

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 42

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 19

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 22

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 48

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 23

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 31

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 53

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 48

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 216

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 21

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 214
 
 
 
       

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