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Example Components & Developer Resources (All Versions)

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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 329

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 283

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 164

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 331

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 174

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 326

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 177

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 299

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 174

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 325

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 168

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 312

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 326

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 151

Component: Derived Fields Assistant (Sage CRM 2021)

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)
12 Feb 2021 by 371

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 180

Component: Display full text of a Note as a tooltip within the Notes List.(Sage CRM 2021)

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)
12 Feb 2021 by 331

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 188

Component: Display Image in Person Summary (Sage CRM 2021)

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)
12 Feb 2021 by 356

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 152
 
 
 
       

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