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  • Blog Post: Sending Emails in ASP COM API

    Sage CRM offers a very simple MessageBlock object that you can use for your own pages. This object can either be used automatically to send a message without an interface prompt or it can create a form allowing the details of the email message to be completed. An example use of the MessageBlock that...
  • Blog Post: Email and Phone Numbers in CRM

    When building extensions to the product it is quite common to reuse the existing screens and lists in the ASP pages that you add. I was recently asked about some "strangeness" by someone who had added a new page in a self service application that reused the personboxshort to allow the self...
  • Blog Post: Read Receipt for Email Sent from Sage CRM

    Imagine that you wish to know whether a customer has read an e-mail sent from Sage CRM. Sage CRM sends its emails using the de facto standard Simple Mail Transfer Protocol (SMTP). Sage CRM can be configured either to send via Internal SMTP or via CDONTS. If Sage CRM is set to use Internal SMTP then CRM...
  • 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: Some thoughts about the Library

    I hope that the material that I put here is of use and is relevant to developers and partners implementing CRM. I can't claim all the articles published here under my name as 'all my own work'. I am a magpie of code snippets and will quite happily steal the bright ideas of cleverer colleagues...
  • Blog Post: COM API objects available in Self Service

    Notes In the above image you will see a couple of the rows marked to indicate that there are further notes. Also a feature marked N/A indicates that the method or property is not applicable within that coding environment. It does not however mean that it can't be invoked nor does it mean that sometimes...
  • Blog Post: Checking Progress in Mass Emails

    In Sage CRM you are able to send mass emails from either the Search screens or from the Group screens via the email button. For example if you logon as the System Administrator you will be able to navigate to the person find screen and search for people with the address City 'Reading'. In the...
  • 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: About the Advanced E-mail Manager (Mail Manager)

    The E-mail Management functionality is installed automatically with any CRM installation. The CRM E-mail Management service runs as a background process on the server (EWAREEMAILMANAGER.EXE) and processes inbound emails according to predefined business rules. E-mail Management requires the completion...
  • Blog Post: Making E-mail templates Read-Only using Clientside code contained in Translations

    The UK PSG team was recently asked to work out how to lock down the Email editor for certain templates. The company wanted to be sure that when certain templates were selected by a user the merged text of the email could not be altered by the user. Those templates when selected needed to become ReadOnly...
  • Blog Post: Fields Available in Email Templates

    Email templates can be designed for use in different contexts. The creation of Email Templates is covered in the online documentation . In the image above you can see that templates can be designed for usage with certain entities. For example, if you choose to create the template for use in...
  • Blog Post: Oh botherations! Shoot, drat and darn!

    It just goes to show that this blog describes tips that could just as well be described as 'traps'. Like most of you I try and use tricks that sometimes inhabit the grey zone between what is possible and what shouldn't be done. The interface has several features that allow us ride on existing...
  • Blog Post: Creating Groups on Custom Entities in Sage CRM

    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 use data from the project table in groups used for outbound emails, and within the Interactive Dashboard...
  • Blog Post: How to Build Buttons that call the Email Editor using the COM ASP API

    This has article has been corrected and the code reformatted 17th October 2011. I have written before about building buttons that call the inbuilt system actions. The action code for the internal email editor is 1500. We can set up a new SendEmail button on a custom page that will either display...
  • Blog Post: Conditionally send e-mail on entity creation

    It is common to have CRM send out an e-mail on the creation of a new entity. For example you may have an e-mail sent to the assigned user on a new Opportunity notifying them that a the Opportunity has been created and that it is assigned to them. This is achieved by putting a Send E-mail action on the...
  • Blog Post: Validating Phone Numbers and Email Addresses

    If you have explored this idea in Sage CRM you will probably have discovered that the peculiar structure of the phone and email screens means that the regular options for screen based rules are not open to us. The phone number table is invisible in Meta Data - it just doesn't appear in the list...
  • Blog Post: Sending an Email from a Table Level Script

    Consider this scenario. When an Opportunity is reassigned then an email needs to be sent to the newly assigned user. The Table Level Script needs to fire correctly whether a single Opportunity is reassigned through the user interface or whether a batch of Opportunities are reassigned by another...
  • Blog Post: Some thoughts on accessing the eMail Templates in the COM API.

    Sage CRM allows you to build email Templates and it offers 3 options for sending out emails. But only one of the options allows an obvious way of using the templates. We can use the internal email client which offers us access to the email templates. These are only available via the interface and...
  • Blog Post: Finding Person Records by Email Address using SOAP web services in Sage CRM

    A customer had the requirement to be able to retrieve person records in Sage CRM using the SOAP web services based on their email address. On the face of it this looks like this may be a difficult job (but it isn't!). This is because of normalization. The Person and Email information are split...
  • Blog Post: Controlling E-mail Forward and Reply Translations

    Sage CRM has its own internal e-Mail client that allows users to create, send and manage emails entirely within CRM. The image above shows a list of communications for a company that includes emails that have either been been created by the Sage CRM internal E-mail client or have been filed automatically...
  • Blog Post: MailChimp - An Introduction (Part 1 of 7)

    In this series of articles I will walk through the process of configuring the integration and testing out a first MailChimp campaign driven through the Sage CRM user interface. I found it very easy to create, send, and track email marketing campaigns. The results from the campaign are shown within...
  • Blog Post: MailChimp - An Introduction (Part 2 of 7)

    In this second article of the series I want to consider the how to get MailChimp ready for the integration. This will include how to generate the API keys and identify the mail list to which Sage CRM will send contact details - these will become MailChimp list subscribers. You will need to have a...
  • Blog Post: MailChimp - An Introduction (Part 3 of 7)

    In this third article of the series I want to consider the how to use a MailChimp API Key and List ID to configure the integration within Sage CRM. You will need to log onto Sage CRM and navigate to Administration -> Email and Documents You just need to enter the API Key you generated...
  • Blog Post: MailChimp - An Introduction (Part 4 of 7)

    In this fourth article of the series I will cover the simple task of authorizing additional user to access the MailChimp features. Assuming you have logged on you will need to navigate to the User administration area. Once you have found a user. In may case I have searched for Susan Maye. ...
  • Blog Post: MailChimp - An Introduction (Part 5 of 7)

    In this fifth article of the series I will describe how to create a Group in Sage CRM and add it as a segment to a MailChimp list. The place to start is within the Groups screen within the 'My CRM' menu. I have created a static group called 'Example MailChimp List' and included...