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  • Blog Post: Sage CRM 7.2: Adding Additional Information to the TopContent of a System Screen using the Client Side API

    In the image below you can see that I have added some additional HTML to the TopContent of the Person Summary screen. The following code can be added to the custom content box of a system screen like the PersonBoxLong or CompanyBoxLong. [code language="javascript"] <script> crm...
  • Blog Post: Sage CRM 7.2: Creating a Mashup with a FusionChart and Ajax Data using the Client Side API

    The screen shot above of a Company Summary screen shows a graph displaying the count of opportunities and cases belonging to the company in the TopContent area. This has been created using the following code added to the Custom Content box of the CompanyBoxLong screen. [code language="javascript"...
  • $contentType.Name: $content.Content.HtmlName('Web')

    $core_v2_language.Truncate($content.Content.HtmlDescription('Web'), 300, '...')
  • Blog Post: Hiding Panels in System Screens in Sage CRM 7.2

    Screens like the Opportunity Summary, Case Summary and Company Summary page are divided into different panels. Much of the page layout in the current version is controlled by HTML Tables. CSS styles are used to format the display of the tables and their TD tags. In these summary pages the different...
  • Blog Post: Example Web Services Code for Sage CRM 2014 R1 and Sage CRM 7.2

    Sage CRM 2014 R1 has freshly arrived and with it a great set of enhancements to the powerful Sage CRM Builder. It is now easier than ever to be able to create custom entities to support your business. Each of the new entities that you create using the builder are available to be exposed through the SOAP...
  • Blog Post: Sage CRM 7.2: Preparing for an Upgrade

    Sage CRM 7.2 has now been in market for about a year and we now seeing a real acceleration of the number of customer sites being upgraded from earlier versions. I have found myself recently answering an increasing number of questions about the resources that are available for partners and members of...
  • Blog Post: Sage CRM 7.2: Controlling Default Values in Search Screens

    A customer had an issue. Their sales team used the Lead and Opportunity features extensively. Each day many leads were created in the system but the sales team members were getting annoyed that as they searched for the new leads through the main search page they were being distracted by those leads that...
  • Blog Post: Sage CRM 7.2: Drop-in Client Side Code - A Resource for Developers

    A little while ago I added a couple of resources into the " 7.2 Developer Downloads and Components " folder. Sage CRM 7.2 Client Side API: Drop-in Demo Code Sage CRM 7.2 Client Side API: Drop-in Demo Code Guide The resource is a library of drop in code that will automatically...
  • Blog Post: Some thoughts about extending Sage CRM when themes are used

    If you have attended one of the on-line developer training sessions that I run twice a year or you have sat in on one of my sessions at a conference then you may have heard me say "don't test as a system administrator, test as a user". It is one of my little mantras that I chant to myself...
  • Blog Post: Sage CRM 7.2: System Architecture

    In this article I would like to look at how Sage CRM is designed and how its architecture enables its features. Sage CRM is a product in transition; it is moving from one architecture to another. This is a evolution that started with Sage CRM 7 and has continued through to the current version Sage...
  • Blog Post: Sage CRM 7.2: Creating and Using Groups of Records

    In this article I want to look at how users can create and use groups of records. This article will attempt to answer the following questions? How can groups be used? How can dynamic groups be created? How can static groups be created? A group is a defined set of records that all...
  • Blog Post: Sage CRM 7.2: Add a Calendar Gadget to an Interactive Dashboard

    Sometimes it is worth just going back to fairly simple tasks to remind ourselves how easy it is to do things in Sage CRM and especially the Interactive Dashboard. The Calendar Gadget is perhaps the easiest gadget to use as it is pre-set as a Template Gadget able to be dropped into an Interactive Dashboard...
  • Blog Post: Sage CRM 7.2: Active Directory Provisioning

    In this article I want to consider how we can set up and use the import of users from an Active Directory server using LDAP. This is a very useful feature for larger implementations which may have many users to add to the system and there is a need to automate the process as much as possible. It...
  • Blog Post: Sage CRM 7.2: Editing Report Styles

    In this article I want to consider how report styles can be edited. Consider this report which lays its list out with grid lines. And this report which lays its list out without grid lines. The choice of whether the report should be displayed with grids or not is controlled within the...
  • Blog Post: Sage CRM 7.2: Customizing campaigns and marketing features

    Sage CRM out of the box provides users with a very useful set of marketing or campaign management features. Users need to have 'Info Manager' rights in order to be able to use the campaign features. The campaigns area is accessed from the main menu. In the image above you can see...
  • Blog Post: Sage CRM 7.2: Graphical Workflow for Marketing

    In a previous article " Customizing campaigns and marketing features " I discussed how amongst the powerful features that Sage CRM provides are marketing automation functions which offer the ability to control campaigns, waves (phases) and wave items( activities). Running a campaign can...
  • Blog Post: Sage CRM 7.2: Campaign Activities, External Mail Merge and Telesales

    In this article I am going to discuss how you can add an External Mail Merge and External Telesales calls as a campaign activity. The best place to start is at the beginning so I shall put the usage of the External marketing activities in the context of the set up of a simple Campaign. Once...
  • Blog Post: Sage CRM 7.2: Campaign Activities: Internal Mail Merge and Telesales

    In this article I want to consider how to you can add Internal Mail Merge and Telesales as an activity within a campaign. I have made the assumption that you are working with graphical Campaign and Marketing workflows. If you are not familiar with the set up of graphical workflow for the marketing...
  • Blog Post: Sage CRM and Outbound SMS Messaging

    Introduction SMS Stands for Short Message Service and is the service available on digital GSM networks allowing text messages of up to 160 characters to be sent and received to a mobile phone. If the phone is powered off or out of range, messages are stored in the network and are delivered at the next...
  • Blog Post: Sage CRM 7.2: Some thoughts on SMS Configuration

    In this article I want to look at the configuration of Sage CRM to allow SMS routing of alerts and notifications. When wanting to think about using SMS in the context of using Sage CRM there are two main uses of SMS to consider. There are SMS messages that are sent by users from mobile phones...
  • Blog Post: Sage CRM 7.2: 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: Sage CRM 7.2: Using the .NET API

    This is not my first article about Sage CRM's .NET API and those of you who are members of the Developer Program will know that you have access to a series of articles that discuss the API in the gated area of the community. In addition there a short series of training videos that explain the API...
  • Blog Post: Sage CRM 7.2: An Introduction to using the SOAP Web Services

    In this article I want to consider how Sage CRM's SOAP based web services can be used to extend its features and integration with other systems. Sage CRM actually has two forms of web service in the current system. It offers both SData and SOAP Web Services. SData is a Sage standard that...
  • Blog Post: Sage CRM 7.2: A round up of articles about using SOAP Web Services

    I have recently been researching an article about Sage CRM's SOAP Web Services and as part of that I needed to look at what had been written on the community in the past about Web Services. I thought it would be a helpful if I shared my list of articles that deal with aspects of using the SOAP web...
  • Blog Post: Sage CRM 7.2: Understanding SData & how the GCRM Contract is used in Sage ERP Integrations

    SData is the short form of 'Sage Data'. This is the HTTP-based communication protocol used by many Sage product APIs and integrations. SData is used as the basis of the integration between Sage ERP 1000 (developed in the UK), Sage Office Line ERP (developed in Germany) and Sage Murano ERP...