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  • Blog Post: Sage CRM 7.2: Controlling the RecentList using Client Side Code

    I have previously written about how the RecentList can be controlled in Client Side script using a technique suitable for Sage CRM v7.1 and earlier. You can find this article here: Clearing the Recent List using Custom Clientside Code (for Sage CRM v7.1 and earlier) The removal of frames in Sage CRM...
  • Blog Post: Sage CRM 7.2:Coping with the Message "A number of Named Users need to be disabled to enable the System License".

    I faced this message when I attempted to log-on to one of my training installs this morning. This was approximately 10 minutes before the start of a webinar but I am sure there are quite a few partners to whom this message has appeared in equally alarming circumstances! After a 3 second heart-sink moment...
  • Blog Post: Sage CRM 7.2: Making sure upgraded ASP pages work correctly.

    This article has been prompted by a customer who was left scratching their head when an ASP page that had been working in old install of Sage CRM didn't seem to be 'quite right' in Sage CRM 7.2. The upgraded page seemed to being missing some features when they looked at it after they had...
  • Blog Post: Sage CRM 7.2: The Evolution of Client Side Code

    Sage CRM supports multiple browsers, Chrome, Firefox, Safari and right from the earliest versions it has supported Internet Explorer. Multi-browser support was added in Sage CRM v7.1sp2. Much of the support for different browsers within the code included in the system screens was made easier by the use...
  • Blog Post: Using Chrome to help write Client Side Scripts

    This is a quick tip. I am just about to start a new cycle of 18 online Developer Training sessions. If you want to know more about the free training available for members of the developer program then please see the information page about joining the program . Existing members of the Developer program...
  • Blog Post: Sage CRM 7.2: Java Changes

    There are a few changes that make installing Sage CRM 7.2 quite different from a Sage CRM v7.1 implementation. You'll see new fields during the installation to register the product but those are not big changes to the way in which Sage CRM works. Rather more important I think are the changes that...
  • Blog Post: Sage CRM 7.2: A round up of technical 'must read' articles.

    There have been many changes introduced into Sage CRM v7.2, and my colleagues have been hard at work preparing resources that hope to explain to developers and system administrators how the changes to the software may impact add-ons and customizations. All the information that has been shared on the...
  • Blog Post: Sage CRM 7.2: What does this mean for Components and Customizations?

    I am really enjoying working with Sage CRM v7.2. I think it is a fantastic new release and I hope by now you have already spotted and had a chance to read some of the articles that we have been adding to the community. If you are a member of staff of a company that is part of our Developer Program...
  • Blog Post: Sage CRM 7.2: Installing Sage CRM 7.2 and Sage CRM 7.1 on the same machine.

    This article is for those of us who work with laptops or PCs that we use for demos, development or training and who like to have multiple instances of Sage CRM on their system. Please note! It is not supported in a production environment to have multiple instances of Sage CRM installed. This is because...
  • Blog Post: Sage CRM 7.2: Creating and Using ASP pages

    I have noted in previous articles that Sage CRM 7.2 has eliminated the use of Frames within its general screen architecture. Why Remove the Framesets? The Impact of Frameset Removal on CTI integrations The Impact of Frameset Removal on Code in Upgraded Systems ASP pages however are...
  • Blog Post: Hints and tips on Managing SageCRM log retriever

    The SageCRM log retriever is designed to collect all the necessary information of local SageCRM install, including Sage CRM logs, Tomcat logs, IIS info, System info, CRM DB info, as well as Custom Pages. It is essential to have this tool running prior to diagnostic any SageCRM issue. In this blog...
  • Blog Post: Sage CRM 7.2: Script Libraries: Defining Namespace References

    In a previous article " Script Libraries: Reusing Client Side Code Between Screens " I discussed how Sage CRM 7.2 will automatically add any javascript file that you add to the custom folder into the header of every page produced by the system. It is a good idea when adding script libraries...
  • Blog Post: Sage CRM 7.2: Binding Client Side Script to the onLoad event using crm.ready()

    Sage CRM 7.2 has a Client Side method crm.ready() which is used to execute scripts once the page is loaded. In earlier versions of Sage CRM we could use 'Plain Old Javascript' to associate custom code to the moment the page was loaded. In Internet Explorer the way to do this was: window...
  • Blog Post: Sage CRM 7.2: Script Libraries: Reusing Client Side Code Between Screens

    It has always been possible in Sage CRM to share client side code between screens. In Sage CRM v7.1sp2 and earlier we could do this by using a shared external script library. For example if we wanted a set of business rules to be available in both the PersonBoxLong screen and the PersonBoxDedupe screen...
  • Blog Post: Sage CRM 7.2: Using the Clientside API to control Tabs

    Consider the following business rule. "A customer has a requirement that the Case Tab in the company screen should only display when the Company has an agreed service level agreement and the user accessing the screen is in the 'Customer Service' team." This is a business rule...
  • Blog Post: Understanding the Dedupe screens created by the Advanced Customization Wizard (Sage CRM 7.2 and earlier)

    A customer had a requirement to understand the way in which the Dedupe screens for a Custom Entity worked. The customer had created a new entity that was the child of Companies and Persons and they had added the look up fields into the Dedupe screen for the custom entity as you can see in the screen...
  • Blog Post: Using SData to expose Group-like Data to an External Application in Sage CRM 7.2 and earlier

    A customer wanted to be able to access groups from an external system. I have written about the way in which groups are defined in Meta Data in the article " Reports, Saved Searches and Groups " and this may be useful as background reading. Groups can be either Static or Dynamic. Static...
  • Blog Post: Sage CRM 7.2: Changing IIS Settings to prevent unwanted "logouts"

    This is a screen you might have seen in Sage CRM 7.2 in situations where you may have been working in a development or test environment and you switch you attention to something else. On the surface it looks like Sage CRM version 7.2 has developed a habit of automatically logging people out after...
  • Blog Post: Sage CRM 7.2: Extending the Sage X3 Integration (Part 1)

    This is the first article in a series that will discuss creating a new database connection to the Sage X3 database using the standard Sage CRM features. The articles will take you through the steps so that you can understand how you can add new screens and grids to Sage CRM that will allow listing of...
  • Blog Post: Sage CRM 7.2: Extending the Sage X3 Integration (Part 2)

    This is the third article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. Sage CRM provides the sales, marketing and services modules for the global business management solution, Sage X3. Together these make a complete front...
  • Blog Post: Sage CRM 7.2: Extending the Sage X3 Integration (Part 3)

    This is the third article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. Sage CRM provides the sales, marketing and services modules for the global business management solution, Sage X3. Together these make a complete front...
  • Blog Post: Sage CRM 7.2: Extending the Sage X3 Integration (Part 4)

    This is the fifth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. Sage CRM provides the sales, marketing and services modules for the global business management solution, Sage X3. Together these make a complete front...
  • Blog Post: Sage CRM 7.2: Extending the Sage X3 Integration (Part 6)

    This is the sixth article in a series that discusses creating a new database connection to the Sage X3 database using the standard Sage CRM features. Sage CRM provides the sales, marketing and services modules for the global business management solution, Sage X3. Together these make a complete front...