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  • Blog Post: Sage CRM v7.1: Sample Component to Import an Interactive Dashboard Template

    As part of my preparation for release of Sage CRM v7.1, I found myself exploring the way in which I could transfer Interactive Dashboards from one system to another. A sample component that contains the code that shows how to add a new Interactive Dashboard Template into the target system has been added...
  • Blog Post: Sage CRM v7.1: Sample Component to Create Saved Searches and Dynamic Groups for use with Company Interactive Dashboard

    Sage CRM v7.1 has added the fantastic ability to use the Interactive Dashboard within the context of a company. This allows a user to create Dashboards with Gadgets that list or summarise the Opportunities, Cases and Communications linked to that company. This component available for members of the Developer...
  • Blog Post: Sage CRM v7.1: Changes to Communication Management may impact existing workflows and scripts

    One of the little new features introduced as part of the big enhancement of Sage CRM's Communication Management and the integration with Exchange is the some new fields; Subject (comm_subject) and Location (comm_location) have been added to the communication records to allow more complete sharing...
  • Blog Post: A component to make marketing workflows fully editable (in versions prior to Sage CRM v7.1)

    Straight out-of-the-box Sage CRM is a fully featured system which has all the main features you would expect in a CRM system. (See the article " How can Sage CRM save you money? "). Amongst the powerful features that Sage CRM provides are marketing automation functions which offer the ability...
  • Blog Post: Sage CRM v7.1: If you don't check your views for Custom Entities you may lose functionality

    I have discussed some of the changes to the Data Model in Sage CRM v7.1 previously and I hope you have seen the article " Components that reference views need to be reviewed for Sage CRM v7.1 " that discusses the type of error that you may get when installing components developed in Sage CRM...
  • Blog Post: Creating a New Entity using COM API ASP

    This article has been updated to allow download from this site. I have written before many times about creating ASP pages to support access to a custom entity. How does Meta Data create a Screen? DPP and Standard include files for ASP pages The Basic Structure of an Edit Page How...
  • Blog Post: About the Development Partner Program

    I look after the education of Development Partners (DPs) and so I am very involved in the Development Partner Program (DPP). The Sage CRM DPP is designed to support partners who are creating add ons and extensions to the Sage CRM product. Sage certainly expects DPs to create extensions to Sage CRM. But...
  • Blog Post: Sage CRM v7.1 SP2: Test Components Available

    A collection of components has been made available for members of the Developer Program to download and use in their testing of the new features of Sage CRM v7.1 SP2. These components all introduce different changes into Sage CRM which can be used to show how different customizations can be achieved...
  • Blog Post: Adding Derived Fields in Views into Meta Data

    I originally wrote about creating derived fields in a view in the article " Custom_Edits and Derived Fields Created in Views ". This discussion is a continuation of the ideas expressed in that article and will show how meta data definitions of a calculated field can be easily added into Meta...
  • 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. That is not as daft as it sounds as if you have created a component then the component may get added to a third party system and you really need to make sure that you have not made any...
  • Blog Post: Making the Best Use of a component Parameter Screen

    This is it! You have created the cleverest set of customizations for Sage CRM that will ever exist. You have tested it. It works and the customisations are easy to use. It is the greatest idea since sliced bread ! It is probably is the best addon in the world . Therefore I suggest that...
  • Blog Post: Troubleshooting Sage CRM For Twitter

    The Twitter Component was launched today . Already I have had a few people approach me with issues installing the component. I will blog here the solutions to these issues so we can all learn from the problems. Troubleshooting tips in the documentation First off in the documentation, that...
  • Blog Post: Using Logos and images in Component (es and ecf) Files

    It is very easy to include a company logo in the es component script file For example: AddMessage('<img src= http://localhost/CRM/img/Icons/Admin.gif >;'); But the Component Parameter file (ecf) causes us a problem. Most < > tags are converted into &lt; &gt; symbols and so...
  • Blog Post: Simple Case Workflow Component added to Resources

    I have uploaded a very simple example Cases workflow component to the Resources area. The component was developed during the preconference training held Kota Kinabalu, Malaysia as part of Insight 2008 the Asian conference. Download the file from here: https://community.sagecrm.com/files/folders/components...
  • Blog Post: Will version Sage CRM 5.8 Components run with version 6.0?

    This is one of the questions that can be quite hard to answer. Version 6.0 offers a good range of very important new features New Keyword Search and Advanced Search Functionality Simplified Field Level Security Groups Feature Improved Territory Management So it may seem probable that features...
  • Blog Post: DPP and Standard include files for ASP pages

    Examples of how to build ASP Pages have been given on the blog previously and these article show how ASP pages make use of the standard include files ACCPACCRM.JS - reference in JavaScript-based ASP pages. This file sets the default language to JavaScript . ACCPACCRMNOLANG.JS - this file does not set...
  • Blog Post: An Example of Implementing Serverside Merging using COM API ASP

    This article has been updated to allow download of files from this site. A little while ago I discussed how the Mail Merge process works in the core system. https://community.sagecrm.com/blogs/hints_tips_and_tricks/archive/2007/09/19/how-mail-merge-works.aspx The Mail Merge in the default system...
  • Blog Post: Sage CRM v7.1 SP2: New Version of Twitter Component

    My colleagues in the Integrations Team have released a new version of the Twitter Component which you can download from here: Sage CRM for Twitter (for Sage CRM v7.1 SP2) . If you are using the Twitter component for Sage CRM then you will need to be sure you have the correct version installed. There...
  • Blog Post: Sage CRM v7.1: Customizing New Communication Features

    I have added a small component (that can be downloaded by members of the Developer Program) which makes some small changes to the External Attendees feature for Appointments that was introduced in Sage CRM v7.1 Component: Sage CRM v7.1, Add User Interface changes to the External Attendees feature...
  • Blog Post: Searching for a Person by Business Address. An example of codeless customization.

    A customer had a business requirement to be able to search for people and filtering them by either their business or home address. When an address is entered into the system for a person a user can specify the type of address as can be seen in the screen below: The default choice for address...
  • Blog Post: Sage CRM v7.1: Check your component code for references to GIF images in Tab script

    When you are refreshing and renewing your component code then make sure that you are using the correct image files. As part of the preparation for Sage CRM v7.1 I have revised components that I use during training. One component installed correctly but the icons displayed in the New and Find top context...
  • Blog Post: Component Recording

    When working with the Component Manager it is possible to record customizations that you make and input to another CRM system. This is an extemely handy feature saving lots of time , effort and possible tantrums. Recording a component is very straighforward. I will walk you through the few short steps...
  • Blog Post: An Example Opportunity Workflow

    This article has been updated to allow download of files from this site. At the bottom of this article is a link to component that when downloaded and installed will implement a new Opportunity Workflow. This has written for Sage CRM 6.0c. The component gives examples of the following: Primary...
  • Blog Post: Sage CRM v7.1: Check Paths When updating Components

    As part of the preparation for Sage CRM v7.1 I reviewed all the example components that had previously been made available for Sage CRM v7.0 and edited and tested them so that can be used with Sage CRM v7.1 I found a few points that Developers need to know, especially around components that install...
  • Blog Post: Documentation and Resources for the Component Manager

    Question Topics seem to rise and fall like hemlines in fashion. I might not get asked anything about a topic for a month and then suddenly the world and his wife are demanding help on say 'buttons'. Just recently there have been a spate of questions about Reporting and the Component Manager....