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  • Blog Post: How to add mobile number to My Contacts List block

    A query was raised recently about how to add fields, such as Mobile Phone Number, to the My Contacts list block. This query can be answered in 2 parts; firstly how to do retrieve the data we want to display and secondly from where, or from what view, does the List block retrieve it's data. We already...
  • Blog Post: The Clientside Control of Lists and Columns (for Sage CRM v7.1 and earlier)

    Note : This article discusses techniques relevant for Sage CRM v7.1 and earlier. If you are using Sage CRM 7.2 please refer to the articles that discuss the new Client Side API. I have previously provided an example of a function that may be used in a search screen to test whether the page contained...
  • Blog Post: Fine Control of PopUp windows (for Sage CRM v7.1sp2 and earlier)

    Note: This article discusses techniques relevant for Sage CRM v7.1sp2 and earlier. If you are using Sage CRM 7.2 please refer to the articles that discuss the new Client Side API. In the article " Using Clientside Code to Change the Property and Behaviour of a Column in a List " I gave an...
  • Blog Post: Customizing the communications tab uniquely for different entities

    Entities such as opportunity, lead, person and company all have communication tabs that use the built in communicationlist system action. This renders a screen with the CommunicationList list. Which means that if you change the fields used in the CommunicationList list it is changed for all of these...
  • Blog Post: Creating a simple ASP List Page that Displays Data from an external Database using an ODBC driver e.g. Sage 100 ERP, formerly known as MAS 90

    This article is part of a series that discusses how you can link to an external database and list, search and view data from a table in that external system. I have used Sage ERP MAS 90 as my example database. The techniques discussed here can be used within implementations of the Extended Enterpise...
  • Blog Post: Increasing List Size beyond the default limit of 25 rows

    List length in Sage CRM is determined by the value of the "Grid Size" field that is set within the users preferences. By default this is either (5, 10, 15, 20, 25). The maximum by default is 25. To allow a great number of rows to be displayed then the selection list needs to be edited...
  • 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: Basic Code Structure of a List Page

    The image below shows a new custom page that has been added into the context of the Company in Sage CRM 7.3 sp3 The list displays Quotes that have been sent to the Company. The basic structure of a list page script looks like this: <!-- #include file ="../sagecrm.js"--> <...
  • Blog Post: Using a Create Script to control a Search Screen

    The screen below shows the default company search screen. You can see that a user can search for "Inactive" companies. But... A customer might have the need to stop users from including "Inactive" companies in their searches. The companies should still be accessible in...
  • Blog Post: Manage Escalations

    A new example component has been added to the resources section for development partners to download. The purpose of this component is to make the management of escalation rules easier in implementation of Sage CRM where there are a large number of rules to manage. When working with large number of Escalation...
  • Blog Post: Changing the UserContacts Meta Data

    A little while ago I discussed the data mapping that is used when an Outlook contact is promoted into Sage CRM 6.0. That article discussed that fields like the Persons mobile phone number are carried across when the contact is uploaded. The same synchronisation is true when a Sage CRM contact is synch'ed...
  • Blog Post: How to Hide the Assigned User Column in the Case List when in My CRM context

    A customer had the requirement to hide the column "Assigned To" from the Case List in the MyCRM menu. but show it in other contexts like company, person and especially Team? Note : This would be the same idea for any List called from the My CRM or Team contexts, e.g OpportunityList...
  • Blog Post: Creating and controlling List Pages in Self Service

    Below is a very simple example of a self service page displaying a list of Cases belonging to an authenticated visitor. The ASP code is found below. The code is marked in different colours and discussed in a following section. <%@CodePage=65001 Language=JavaScript %> <!-- #include...
  • 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: Building Custom Jump Hyperlinks from List blocks

    Setting up a Custom Jump from a list to an ASP page is not difficult as we can see from the image below. What is not so obvious is how we can cause more than one name/value pair to be included in the QueryString of the hyperlink. In the above example the field oppo_opportunityid is being used. If we...
  • Blog Post: Controlling List Size in ASP Pages

    How can we override the User grid size preference for a custom list on ASP pages? You may have seen that there is a List block property called RowsPerScreen ListBlock.RowsPerScreen = 5; On the face of it, this should allow us to change the list size to what ever we need. But according to Developers...
  • Blog Post: Using Create Script in GridColumns

    In the image below we can see the Company Name is displayed in an opportunity list that is in the context of the company and so that column is redundant and does not need to be shown. The list is created by the opportunitylist system action which is used in a number of contexts My CRM...
  • Blog Post: Company and Person Workflow Progress with Tracking tab in CRM

    Many thanks must go to a colleague in the UK professional services team for this article. Introduction Customers often request the ability to track Company or Person changes in much the same way that CRM offers with Opportunity and Case entities. As standard, CRM does not offer a CompanyProgress...
  • Blog Post: Creating an ASP Search Page that Displays Data from an external Database using an ODBC driver e.g. Sage 100 ERP, formerly known as MAS 90

    This article discusses the challenges that can be faced when building a Search page that queries an external database table through an ODBC driver. I have used for this example a connection to a Sage ERP MAS 90 table. I have assumed that you will have read the following articles Connecting to...
  • Blog Post: Creating Lists using RunBlock

    RunBlock is the feature that allows the codeless addition of customized lists and screens to CRM. In theory you do not need to create either ASP pages or .NET dlls to add application extensions. In practice Runblock's limitations mean that most customizations rapidly need the developer to use the...
  • Blog Post: Displaying Multiple List Blocks using the ASP COM API

    This article has updated so that the code follows the convention introduced in Sage CRM 6.2. We have seen in other posts that it is perfectly possible to create ASP pages that contain multiple blocks. These have been search pages or entry pages that have drawn their blocks from either the same or...
  • Blog Post: Creating an ASP Summary Page (ReadOnly) that Displays Data from an external Database using an ODBC driver e.g. Sage 100 ERP, formerly known as MAS 90

    This article provides example code for building a Summary page that displays data from an external database table through an ODBC driver. I have used for this example a connection to a Sage ERP MAS 90 table. I have assumed that you will have read the following articles Connecting to an External...
  • Blog Post: Building a List with an Editable CheckBox using the COM/ASP API (in Sage CRM v7.1 SP2 and earlier)

    This article has been prompted by a question about what API options exist to allow customization to include an editable CheckBox within a Grid or List. There are a few places in Sage CRM where lists are displayed with an editable CheckBox. One location that has an Editable CheckBox within a List is...
  • Blog Post: Building Lists without reference to Meta Data in the ASP COM API

    This article has been updated 9th June 2009 to correct formatting and to change the code to use the convention introduced in Sage CRM 6.2. Above is a picture of a new list added into the My CRM area of Sage CRM. The code below shows how a list can be created using the ASP COM API. var intRecordId...
  • Blog Post: Using Clientside Code to Change the Property and Behaviour of a Column in a List

    When customizing a List block you have access to two means of controlling the properties of a column. The first is by using the create script for the column. See the article " Using Create Script in GridColumns ". The second technique depends on using clientside code that has been delivered...