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  • Blog Post: Adding Extra Buttons to the Saved Search Screen

    Sage CRM has a feature called Button Groups that allow a system administrator to add buttons to System Screens. I have discussed Button Groups in several articles. Adding Buttons and Customizing the Email Screens Adding Buttons and Customizing the Outbound Call Screens But not all system...
  • Blog Post: Adding Buttons and Customizing the Email Screens

    Sometimes, just sometimes, I am left scratching my head about how to do something in Sage CRM. And then with a little more thinking, and exploration of the product and reading of the documentation I find that it is easier than I expected. An example of this was tracking down how to add Buttons to...
  • Blog Post: Adding a Hot Key keystroke to a Custom Button (added using Button Groups)

    Sage CRM uses Hot Keys to allow users to access some screen actions using Key Strokes rather than just using the mouse. This has been discussed before in the article " Get to your data quicker using shortcuts ". We can add new custom action buttons to screens like the Company Summary screen...
  • Blog Post: Calling CRM Actions

    The CRM.URL() method is used to allow you to build correctly formatted URLs that reach back into the application. Most commonly this is used to interact with ASP pages and with Sage CRM .NET application extensions. For example to build a button that calls an ASP page the code would look like: var...
  • Blog Post: Adding Buttons and Customizing the Outbound Call Screens

    The following article explains how you can customize the Outbound Call screens with custom content and additional buttons and expands the earlier article: Customizing Outbound Call Tabs . Outbound calls can be created for different groups. I have looked at the context information available when working...
  • Blog Post: Adding Extra Buttons to the Group Details Screen

    I have written another article that discusses how to add an extra button to the Saved Search Screen . That article discussed how most system screens can have additional action buttons added to them using the Buttons Group feature. But two important exceptions are the Saved Search screen and the Group...
  • Blog Post: How Sage CRM Hot Keys work

    Previous articles have discussed how Hot Keys can be added into Sage CRM. Get to your data quicker using shortcuts Adding a Hot Key keystroke to a Custom Button (added using Button Groups) What these articles have not explained is how the Hot Keys are implemented as code within the Sage...
  • Blog Post: Hot Keys in Different Browsers

    The article " How Sage CRM Hot Keys work " explained how Hot Keys are implemented using the hyperlink AccessKey property in a browser. That article explained how the Case Summary screen has a series of Hot Keys associated with the different actions buttons on the screen. These were implemented...
  • Blog Post: Adding a Clone Campaign button to Sage CRM using ASP COM API

    Here is an example that uses the Button Group feature added in Sage CRM. You can see from the screen shot above that I have added a button to the system generated Campaign Summary Screen. When the button is pressed, the following screen appears that allows me to provide a new name for the campaign and...
  • Blog Post: Choices in Customizing Lists

    You only need to follow the tags " List Page " or " List Block " to see that there have been lots of articles written already about how lists can be customized. In this article I want to step back and bring all these points together so we can see the range of options that we have...
  • Blog Post: A short round up of articles about using Button Groups

    Sage CRM has a feature called Button Groups that allow a system administrator to add buttons to System Screens. You can add buttons to most system screens by using the Button Group feature. Adding Buttons and Customizing the Email Screens Adding a Print Button to a System Screen in Sage CRM...