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Example Components & Developer Resources (All Versions)

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Metadata and database changes in Sage CRM 2024 R2

Jeff Richards
This spreadsheet lists the main metadata and database changes that have been made between Sage CRM 2024...
Posted to: Example Components & Developer Resources (All Versions)
7 Oct 2024 by 25

Sage CRM 2024 Column, Screen & List Reference

Jeff Richards
This reference document is a detailed spreadsheet that provides a clear overview of key elements within...
Posted to: Example Components & Developer Resources (All Versions)
7 Oct 2024 by 30

Metadata and database changes in Sage CRM 2024 R1

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)
8 Apr 2024 by 82

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 131

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 136

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 140

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 142

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 144

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 154

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 157

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 161

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 164

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 165

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 166

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 167

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 167

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 171

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 179

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 189

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 220
 
 
 
       

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