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  • Blog Post: Adding Workflow Capability to a Secondary or Custom Entity

    It is possible to take an existing entity,either one that you have added to the system or an existing table such as notes, and allow it to be workflowed. The technique below will be effective for both custom tables and existing system tables. Using the Library table as an example Add a libr_workflowid...
  • Blog Post: Discovering Data Relationships in Code

    You may have a business requirement to cascade a change through the child records of a company. I have discussed previously how a table level script can be used to update all opportunities if the company is reassigned to a new account manager. See the article " A Table Level Script to update Opportunities...
  • Blog Post: Where am I?

    When working with CRM you may have a requirement to know the servername and install names with which you are working. System Options There are a few nice techniques that we can use in ASP pages. For example the COM API has a method that allows us to check the contents of the custom_sysparams...
  • Blog Post: Integration with External Systems and the Synchronization of Application Data

    Introduction Sage CRM is integration-ready straight out of the box. It can integrate quickly with Sage BMS products, as well as other external applications through secure, standards-based web services and APIs. In this article I want to discuss the different approaches that can be taken by a developer...
  • Blog Post: Adding a Button that Passes Contextual Information to an External Webpage

    You can add a button In a custom ASP page In a the code of a .NET assembly In a an existing system screen Buttons in an ASP Page If this is in an ASP page then the code for a simple button to call an external ASP page looks like var strCallASPButton = CRM.Button("ASP"...
  • Blog Post: MSSQL Index analysis and creation from Sage CRM (Part 1 of 2)

    This article has come from a very experienced colleague in Australia. Introduction Microsoft SQL Server 2005 added new system tables to assist in the system reporting. Three of these tables in particular are written to every time a query is run. Microsoft SQL Server 2005 processes each query, determines...
  • Blog Post: Building a Simple Quick Search Page

    Entities such as Case and Solution use a reference field as an alternative key. This is the 'ticket' number (case_referenceid, soln_referenceid) that is used as a public and convienent way of identifying each record. In the default demo system the fields case_referenceid and soln_referenceid...
  • Blog Post: Using Create Script in GridColumns

    In the image below we can see the Company Name is displayed in an opportunity list that is in the context of the company and so that column is redundant and does not need to be shown. The list is created by the opportunitylist system action which is used in a number of contexts My CRM...
  • Blog Post: Checking Versions in Sage CRM

    How can we tell what version has been installed? The patch and version of the software is announced on the Logon Screen. Again within the product you can check the version by going to My CRM> Preferences and clicking the About CRM button. The version can be checked programmatically. This becomes very...
  • Blog Post: Class Diagram for the Dot Net API

    This is something for Development Partners and members of the DP program. I have arranged for an early draft of the Sage CRM .NET API reference material to be made available on the DPP site and also class diagram. These files will be posted into the DPP lesson notes pages. https://community.sagecrm.com...
  • Blog Post: The Sage CRM .NET API

    The diagram below shows the general architecture of Sage CRM. Here you can see very clearly that the .NET API is an alternative and NOT a replacement for the COM API which is currently used to build application extensions with ASP pages. Both the .NET API and the COM ASP API use the Meta...
  • Blog Post: Resetting Passwords

    I have had a few emails from different people over the last few weeks asking about code that will allow a system administrator to quickly reset a users password. I created a little ASP page that demonstrates how this can be done. You can develop this idea further by send an email to the user. The...
  • Blog Post: Working with a Stored Procedure that returns a result set.

    I have discussed calling Stored Procedures from within Sage CRM before in the the article " Using the COM CRM.CreateQueryObj() to call a Stored Procedure ". From that article it can be seen that it is possible to call stored procedures where ever a QueryObject can be instantiated. This could...
  • Blog Post: Some thoughts on Importing Data

    I have written several articles in the past about the importation of data into Sage CRM. This article then is a 'header' record that attempts to bring these different thoughts together. It is certainly not unusual for a partner to occasionally need to design a custom import mechanism into...
  • Blog Post: Creating a PipeLineGraphic in an application extension using COM API ASP

    I have discussed in a previous article how customization can be carried out on a PipeLineGraphic chart used in a system built page, for example on the Opportunity List page in the My CRM tab area. The PipeLineGraphic block is available within the COM and .NET APIs but it has not always been straight...
  • Blog Post: Redirecting from a COM ASP page to a .NET assembly

    You may have a need to redirect from a custom page written using the COM ASP API to a .NET assembly. I have written about redirecting from COM ASP page before in the article " Redirecting to an ASPX (ASP .NET) Page from a Classic COM ASP page " The code below shows how a URL for the redirect...
  • Blog Post: Using the .NET API

    This is not my first article about Sage CRM's .NET API and those of you who are members of the Developer Program will know that you have access to a series of articles that discuss the API in the gated area of the community. In addition there a short series of training videos that explain the API...
  • Blog Post: Setting a DLL to be the default "Log me in to" screen.

    A customer had the need to use a DLL to bring together and display data as the first screen that the user saw when they logged on into Sage CRM. Below is a simple screen shot that shows a DLL built using the Sage CRM .NET API as the first screen a user sees when they open Sage CRM. In this case...
  • Blog Post: The relationship between the SOAP Web Services and the other APIs

    A customer asked me whether the SOAP Web Services were an extension of the .Net API or a separate API built on top of the COM API. Below is a diagram that is frequently used to explain the Sage CRM Architecture. This diagram represents the hybrid architecture of Sage CRM pretty well. It shows...
  • Blog Post: An approach to recording completed marketing communications sent by an external system

    A customer uses an external system to generate marketing emails to contacts. These contacts exist as records in their accounting system that is integrated with Sage CRM. This means that the contact exists in both Sage CRM and the Sage BMS but because the emails are sent from a third party system integrated...
  • Blog Post: Sage CRM 2018 R1: The control of Coaching Captions in a screen.

    In this article I want to explain how coaching captions are stored in metadata and then displayed on the screen. In the screen shot above you can see that I have added a coaching caption to custom page. This page is actually a custom dll built using the .NET API. I was able to add the coaching...
  • Blog Post: Sage CRM 2018 R1: Changing Coaching Captions dynamically using the Client Side API.

    It is possible to dynamically change the Coaching Captions displayed in a screen. In the article " The control of Coaching Captions in a screen ", I explained how coaching captions are stored in metadata and then displayed on the screen. We saw in that article that a Coaching Caption...
  • Blog Post: A component to add 'Companies' and 'People' tabs to the My CRM Menu

    A new component has been added to the Example Components & Developer Resources (All Versions) download section. The new component will add two new tabs to the My CRM menu. The tabs will display the Companies and People assigned to the logged on user.
  • Blog Post: Sage CRM 2018 R1: Adding a Pipeline Graphic to a ListPage class built using the .NET API

    Below you can see that I have created a new List Page with a PipeLineGraphic for a Custom Entity. The List Page has been created using the ListPage specialised class of the .NET API. You can see the code below. ////////////////////Code Starts////////////////// using Sage.CRM.WebObject;...