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  • Blog Post: Adding a Link to the Notes table for a Custom Entity using the COM ASP API

    This article discusses how the Notes table is linked to the parental record using the idea of the ForeignTableID and ForeignID fields. The code has been updated to reflect the new coding standard for Sage CRM 6.2. It has also been corrected and extended to allow the east editing of Notes for custom...
  • Blog Post: Recent List Customisation

    Some interesting questions came up in this week’s UK Level 3 (developer) training course about how the recent list interacts with custom entities. There are 4 components to consider that make up the functionality of an entity’s recent list: • The code that adds a record to the recent list. • The find...
  • Blog Post: Sage CRM v7.1 SP2: Adding Document Filing and Mail Merge functionality to your existing Custom Entities

    If you have been keeping abreast of the postings on the Sage CRM Community you would have seen all the new articles relating to our latest release of Sage CRM 7.1 SP2. Now, one of the new benefits of the SP2 is the new document filing enhancements as well as the ability to create server side mail merges...
  • Blog Post: Filing e-mails against custom entities

    * The code in this article has been updated to fix a bug that caused it not to work for any entity that did not have a prefix that matched the entity name * A while back Jeff Richards wrote a blog post about how to add a button to the communications tab of a custom entity to send an e-mail just like...
  • Blog Post: Grabbing and Using Company and Person Context in Some Custom Entity ASP pages

    A little while ago I wrote an article called " Adding the Document Drop Plugin into a Custom Page ". That article provided the code to include activex plugin into a custompage to allow upload of documents to the library. The orginal article's code that the company and person records were...
  • Blog Post: Real Time Data Views.. How do they work?

    You might have heard about something called Real Time Data Views but you may be wondering what they're all about. Well if you are a Sage ERP developer and you are creating a SOAP or GCRM integration with Sage CRM or you already have a SOAP or GCRM integration with CRM then read on... The concept...
  • Blog Post: Schloss Schwanberg Part 2: Defining the Lead Screens for the Self Service Site

    This is the second of a series of articles that will walk you through the Schloss Schwanberg case study that was used at the Frankfurt Sage CRM EntwinklerKonferenz in June 2012. Members of the Developer Program can download the case study used at the conference here: Case Study for Developer...
  • Blog Post: Action buttons on Custom Entity Find Screens

    The code in this article has been updated (31st October 2009) to follow the coding convention introduced with Sage CRM 6.2 Below is a picture of the Company Find screen.. This is the standard system screen. But can this screen be duplicated for new entities such as "Project". The answer...
  • Blog Post: Schloss Schwanberg Part 7: Displaying Guest Information

    This is the seventh of a series of articlesthat will walk you through the Schloss Schwanberg case study that was used at the Frankfurt Sage CRM EntwinklerKonferenz in June 2012 . Members of the Developer Program can download the case study used at the conference here: Case Study for Developer...
  • Blog Post: Join me at Schloss Schwanberg for the Wedding of the Year! A Case Study involving Self Service and new Entities.

    Last week I was in Germany for a Developer Conference. As the basic exercise of the training course we used a Case Study called "Schloss Schwanberg". This describes a wedding venue business that owns a small Castle that provides a service to couples planning a wedding. The castle, its chapel...
  • Blog Post: Schloss Schwanberg Part 5: Creating the Booking Management page.

    This is the fifth of a series of articles that will walk you through the Schloss Schwanberg case study that was used at the Frankfurt Sage CRM EntwinklerKonferenz in June 2012 . Members of the Developer Program can download the case study used at the conference here: Case Study for Developer...
  • Blog Post: How can I build a multiblock edit screen?

    This article has been updated to follow the coding standard introduced in Sage CRM 6.2 I was recently asked about how to handle the problem of having multiple screen blocks on the same page than when you attempt to move the page to edit mode you get a nasty locks message. The problem occurs because...
  • Blog Post: Displaying an Image on a Custom Entity Page

    This article has been prompted by a forum question and builds on an earlier article I wrote called " The display of a photo or image in the person screen ". That article discussed how to provide the facility to upload an image that is then displayed on the person summary screen. But what about...
  • Blog Post: Schloss Schwanberg Part 9: Editing Guest Information

    This is the ninth of a series of articles that will walk you through the Schloss Schwanberg case study that was used at the Frankfurt Sage CRM EntwinklerKonferenz in June 2012 . Members of the Developer Program can download the case study used at the conference here: Case Study for Developer...
  • Blog Post: Schloss Schwanberg Part 6: Adding a new custom Guest Entity

    This is the sixth of a series of articles that will walk you through the Schloss Schwanberg case study that was used at the Frankfurt Sage CRM EntwinklerKonferenz in June 2012 . Members of the Developer Program can download the case study used at the conference here: Case Study for Developer...
  • Blog Post: More thoughts on adding Action buttons to Find Screens

    SyntaxHighlighter.config.clipboardSwf = '/dp.SyntaxHighlighter/Scripts/clipboard.swf'; SyntaxHighlighter.all(); I wrote an article previously that showed how the action buttons on the system search screens set a hidden value in the form. This is the "TargetAction" field. For example...
  • Blog Post: Quick Notifications' on new primary entities

    If you have created a new primary entity in Sage CRM and would like to have notifications for this table it seems a disappointment that a "Notifications" Tab is not available for the newly created entity. The Quick Notifications functionality allows you to create notification rules for main...
  • Blog Post: Schloss Schwanberg Part 4: Promoting the Lead (Enquiry) to an Opportunity (Booking)

    This is the fourth of a series of articles that will walk you through the Schloss Schwanberg case study that was used at the Frankfurt Sage CRM EntwinklerKonferenz in June 2012 . Members of the Developer Program can download the case study used at the conference here: Case Study for Developer...
  • Blog Post: Hyperlinking to a parent Custom Entity from a Search Select Advanced Field

    This is a topic that has been recently covered within the forums. Since then I have been asked a few questions about this topic so I thought it was worth a separate article. Below is the summary screen for an opportunity. This has come from a demonstration system in which little customization has...
  • Blog Post: Extending Menus using runtabgroup and tabgroupline

    This post is going to cover the creation of an Extension to the System Menus. In the above image you can see that the Menu Area below the recent list has been extended to include a new option to control a 3rd Party system. To have this menu appear I had to add an option into the "MenuRoot"...
  • Blog Post: Referencing records from a Custom Table in a Advanced Search Select field.

    In the screen shot below you can see that in my customised implementation of Sage CRM 7.3 sp3, I am able to associate an Opportunity with an record held in an external database. The external table in my system is called 'Contacts' To allow the table to be referenced by an Advanced...
  • Blog Post: Adding Additional Custom Logs to Sage CRM

    If you are working on an integration of Sage CRM with another system you may have a requirement to Log errors that are specific to the integration itself. For example integrating Sage CRM with an ERP system you may wish to report errors fully so that possibly several lines worth of info) is logged to...
  • Blog Post: Creating Groups on Custom Entities in Sage CRM v7.1

    Note : I have mentioned Sage CRM v7.1 in the title because that is the version with which I worked. I have created a new custom entity called 'Project' using the Advanced Customization Wizard (aka Entity Wizard, Main Entity Wizard). The requirement: The requirement was to be able to...
  • Blog Post: What makes an Entity?

    The concept of the Entity is important within Sage CRM and is used through out the system. When dealing with databases and designing applications the term entity can be used to describe anything of significance. This is true for both real and conceptual entities about which the system needs to hold information...
  • Blog Post: Schloss Schwanberg Part 8: Adding Guest Information

    This is the eigth of a series of articles that will will walk you through the Schloss Schwanberg case study that was used at the Frankfurt Sage CRM EntwinklerKonferenz in June 2012 . Members of the Developer Program can download the case study used at the conference here: Case Study for Developer...