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Example Components & Developer Resources (All Versions)

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Component: UI changes to External Attendees (Sage CRM 2021)

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)
12 Feb 2021 by 159

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 148

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 139

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 144

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 159

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 246

Sage CRM 2020 R2: SQL Scripts used to Investigate changes in Database

Jeff Richards
SQL Scripts used to Investigate changes in Database Report names of New Interactive Dashboards ...
Posted to: Example Components & Developer Resources (All Versions)
12 Aug 2020 by 248

Metadata and database changes in Sage CRM 2020 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)
12 Aug 2020 by 269

SDK Installer for Sage CRM 2019 & Sage CRM 2020

Jeff Richards
The SDK Installer is compatible with: Sage CRM 2019 upwards The SDK Installer will install on 2019...
Posted to: Example Components & Developer Resources (All Versions)
7 Aug 2020 by 378

Sage CRM 2020 R1: SOAP Web Services Test Harness

Jeff Richards
This is a Visual Studio C# project that shows how each of the main SOAP web services methods can be used...
Posted to: Example Components & Developer Resources (All Versions)
17 Jun 2020 by 250

Code Sample: Clone Person and Switch Company (Sage CRM 2020 R1)

Jeff Richards
This sample ASP page will add the ability to clone a person and assign the record to a new company. To...
Posted to: Example Components & Developer Resources (All Versions)
17 Jun 2020 by 228

Component: Update MailMergeRelatedInfo for Nested Mail Merge. (Sage CRM 2020)

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)
30 Mar 2020 by 272

Component: Suppress Display of Duplicate Meeting Records in Company and Person Context (Sage CRM 2020)

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)
10 Feb 2020 by 241

Component: Create Admin Report showing Reports & Charts(Sage CRM 2020)

Jeff Richards
This component adds a report under the Administrator Reports category called "Reports with Charts"...
Posted to: Example Components & Developer Resources (All Versions)
10 Feb 2020 by 222

Component: Quick Setup and Configuration (Sage CRM 2020)

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)
10 Feb 2020 by 277

Component: Import Quicklook DLL (Sage CRM 2020)

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)
10 Feb 2020 by 200

Component: Display Image in Person Summary (Sage CRM 2020)

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)
10 Feb 2020 by 210

Component: Person Address Find (Sage CRM 2020)

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)
10 Feb 2020 by 255

Component: Company PeopleList Rebuild (Sage CRM 2020)

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)
10 Feb 2020 by 235

Component: New Opportunity Workflow (Sage CRM 2020)

Jeff Richards
This component when installed will implement a new Opportunity Workflow. This has been tested with...
Posted to: Example Components & Developer Resources (All Versions)
10 Feb 2020 by 212
 
 
 
         

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