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  • Blog Post: Using Custom Content Script to Change the Properties of a Field based on Displayed Value (before Sage CRM v7.2)

    Note: This type of customization has become easier in Sage CRM v7.2 using the new Client Side API). The fields in screens are output with clear 'IDs' that allow the control of the field caption and data to be very easy. The HTML that makes up the display of a field like the comp_name...
  • Blog Post: HTML in the database

    It is a general rule that in CRM data fields are not supposed to hold HTML which can then be passed directly back to the interface. This is by design. So if you store a string in a text field like "<a href=https://community.sagecrm.com>https://community.sagecrm.com</a>" then...
  • Media: Web to Lead example files

    These are some simple HTML files that can be used to quickly demonstrate the Web to Lead feature. A quick way of using them is to unzip them in to the root of the default Self Service install. C:\Program Files\Sage\CRM\CRMSelfServiceDemo The files follow the look and feel of the demo Panoply Technologies...