Type Title Downloads Rating

Metadata and database changes in Sage CRM 2023 R1

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)
by 171

Metadata and database changes in Sage CRM 2022 R2

The Sage CRM Community has additional resources to help partners. These include a spreadsheet that lists...
Posted to: Example Components & Developer Resources (All Versions)
by 497

Metadata and database changes in Sage CRM 2022 R1

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)
by 305

Metadata and database changes in Sage CRM 2021 R2

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)
by 316

Component: Update MailMergeRelatedInfo for Nested Mail Merge. (Sage CRM 2021)

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)
by 320

Component: Suppress Display of Duplicate Meeting Records in Company and Person Context (Sage CRM 2021)

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)
by 343

Component: Create Admin Report showing Reports & Charts(Sage CRM 2021)

This component adds a report under the Administrator Reports category called "Reports with Charts"...
Posted to: Example Components & Developer Resources (All Versions)
by 318

Component: Quick Setup and Configuration (Sage CRM 2021)

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)
by 333

Component: Import Quicklook DLL (Sage CRM 2021)

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)
by 322

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

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)
by 348

Component: Person Address Find (Sage CRM 2021)

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)
by 297

Component: Company PeopleList Rebuild (Sage CRM 2021)

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)
by 317

Component: New Opportunity Workflow (Sage CRM 2021)

This component when installed will implement a new Opportunity Workflow. This has been tested with...
Posted to: Example Components & Developer Resources (All Versions)
by 332

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

Sage CRM will automatically truncate all text fields, (nvarchar and ntext) to 255 characters when they...
Posted to: Example Components & Developer Resources (All Versions)
by 311

Component: Add Companies and People Tabs to My CRM menu.(Sage CRM 2021)

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)
by 321

Component: Label the browser tab with the Current User's name (Sage CRM 2021)

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)
by 333

Component: Derived Fields Assistant (Sage CRM 2021)

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)
by 365

Component: Simple Demo Date Changer (Sage CRM 2021)

This component will add a feature "Simple Demo Date Changer" to the Data Management Administration...
Posted to: Example Components & Developer Resources (All Versions)
by 308

Component: Company Workflow Example (Sage CRM 2021)

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)
by 305

Component: Add Child Cases (Sage CRM 2021)

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)
by 320