View more results: All Community | Downloads
  • Blog Post: Allowing Views that Return Duplicate Person records to be used in Group definitions

    Please see the article " Reports, Saved Searches and Groups " for background information on how Groups are defined in Sage CRM. This article is relevent when needing to create Groups that are based on a view that returns multiple instances of the same person record. This maybe because of...
  • Blog Post: Can we make the New button default to the New Person screen ?

    When you click on the 'New' button in the Main Menu, the system displays the New Company screen. Can we change this behaviour ? The initial reaction might be 'No', as the behaviour appears to be in the DLL; after all we did not select New->Company explicitly. We want to determine whether...
  • Blog Post: How do default addresses and persons get created for a Company?

    When you create a new company using the standard system behaviour the Address and Person contact details that you provide get recorded into their separate tables and foreign key references are recorded on the company table to indicate which address and which person are default for that company. The foreign...
  • 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: 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: Working with a Person's Address Type

    When you edit or add a new address for a person in Sage CRM you are invited to specify whether the address is a Business address or a Home address. This choice is then shown on the address list for the person. The default choice for address type is 'Business' or 'Home'. This...
  • Blog Post: Add an Additional Address to an Existing Company and Person using SOAP Web Services

    Below is some simple C# code that shows how to add a new Address to an existing company. The address is inserted and linked to the company and the default contact for that company. Notes : The webservice object is called CRMbinding. The Company ID is assumed to be passed from a textBox control...
  • Blog Post: Using Joins in Web Services

    Imagine you need to retrieve information from CRM via the webservices interface; this query should combine data from multiple tables. In the COM API (ASP pages, self service, table level scripts etc) you could use the QueryObject to build the exact SQL you need. var mySQL = "SELECT Person.*,...
  • Blog Post: Creating your own Import Scripts using the COM API

    Please read the article " Some thoughts on Importing Data " as background. The previous article discussed the different programming techniques that can be used for importing data into Sage CRM. Web Services COM Based Mechanisms .NET API Direct Data Interaction The COM...
  • Media: Clone Person and Switch Company

    This sample ASP page will add the ability to clone a person and assign the record to a new company. To use this page, unzip it and copy it to the custompages folder. You can then use the ButtonGroups feature to add a clone person button to the PersonSummary screen. The person copied will have all...
  • 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: Understanding the CRMEmailPhoneData table

    If you have spent time looking at the way in which views are constructed in Sage CRM then you may have found the CRMEmailPhoneData table referenced and wondered what is the table's purpose. I asked a colleague in our development team for some help in explaining the table and the following information...
  • Blog Post: Why do Phone numbers appear in the Company and Person screens when they are stored in the Phone table?

    This is a follow up to the article I wrote previously called " Understanding the CRMEmailPhoneData table ". That article explained that the CRMEmailPhoneData is a utility table and that it's job is to speed up reports. It holds a row for each company or person with that company or persons...
  • Blog Post: Hold the Phone! A round up of articles that discuss Phone Numbers and Email addresses in Sage CRM

    In Sage CRM development around phone numbers and email addresses needs careful thought. This is because Sage CRM "entities" can be complex. For example the information for a Company consists of a company record, a default person record and a default address. Both the company and the default...
  • Blog Post: Adding a selection list of Person email addresses to the Email screen

    When sending emails from within CRM it's sometimes useful to be able to add in multiple people from the associated Company. To do this you can (this example uses sdata): 1) Create a view on the system to expose the necessary person information. 2) Expose the view by adding it to CRM as a table...
  • Media: Component: Person Address Find (Sage CRM 2018)

    This component will add an additional Find option under the main menu. This will allow a user to search for a person's address information and be able to filter by the type of address e.g. Business or Home. The search page is built using only Meta Data and RunBlock. The follow are added: ...