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  • Blog Post: Schloss Schwanberg Part 1: Starting the Case Study - Setting Up the Self Service Site

    This is the first of a series of articles that will walk you through the Schloss Schwanberg case study that was used at the Frankfurt Sage CRM EntwinklerKonferenz in June 2012 . Members of the Developer Program can download the case study used at the conference here: Case Study for Developer...
  • Blog Post: Self Service Quirks

    Anyone who has started to explore the Self Service API will perhaps have noticed some little oddities in the example site that gets installed. One of these little quirks of the demo self service site is that it lacks a log off button. Not that it is terribly difficult to add in. This is covered in the...
  • Blog Post: Creating and controlling Edit Pages in Self Service

    Below is a very simple example of a self service page that allows a case belonging to an authenticated visitor to be edited. The ASP code is found below. The code is comment and discussed. <%@CodePage=65001 Language=JavaScript %> <!-- #include file ="ewaress.js" -->...
  • Blog Post: The Sage CRM StoredProc Data Type

    This article has been edited to include extra information and to bring the code up to date with the coding standard introduced with Sage CRM 6.2 In the default system the StoredProc datatype is used to generate the reference id values for Case_referenceid Soln_referenceid When a new record...
  • Blog Post: COM API objects available in Self Service

    This article has been updated to correct links Notes In the above image you will see a couple of the rows marked to indicate that there are further notes. Also a feature marked N/A indicates that the method or property is not applicable within that coding environment. It does not however mean that...
  • 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: Schloss Schwanberg Part 2: Defining the Lead Screens for the Self Service Site

    This is the second of a series of articles that will walk you through the Schloss Schwanberg case study that was used at the Frankfurt Sage CRM EntwinklerKonferenz in June 2012. Members of the Developer Program can download the case study used at the conference here: Case Study for Developer...
  • Blog Post: Search Select Advanced Fields and the Self Service COM API

    This article has been updated to correct links I have written about the quirkiness of the Self Service API previously in the article " Self Service Quirks ". It that post I pointed out that the Self Service environment lacks a 'logon' that generates a CRM SID (Session ID). Because...
  • Blog Post: Schloss Schwanberg Part 7: Displaying Guest Information

    This is the seventh of a series of articlesthat will walk you through the Schloss Schwanberg case study that was used at the Frankfurt Sage CRM EntwinklerKonferenz in June 2012 . Members of the Developer Program can download the case study used at the conference here: Case Study for Developer...
  • Blog Post: Join me at Schloss Schwanberg for the Wedding of the Year! A Case Study involving Self Service and new Entities.

    Last week I was in Germany for a Developer Conference. As the basic exercise of the training course we used a Case Study called "Schloss Schwanberg". This describes a wedding venue business that owns a small Castle that provides a service to couples planning a wedding. The castle, its chapel...
  • Blog Post: Schloss Schwanberg Part 5: Creating the Booking Management page.

    This is the fifth of a series of articles that will walk you through the Schloss Schwanberg case study that was used at the Frankfurt Sage CRM EntwinklerKonferenz in June 2012 . Members of the Developer Program can download the case study used at the conference here: Case Study for Developer...
  • Blog Post: ASP.NET Pages and the Self Service API

    I have been asked about using Sage CRM Self Service API with ASP.NET. Imagine that you may have a customer that is using ASP.NET as the underlying technology of their corporate website. You may now have implemented Sage CRM for them and they now want to bring some of the data from their internal systems...
  • Blog Post: Schloss Schwanberg Part 9: Editing Guest Information

    This is the ninth of a series of articles that will walk you through the Schloss Schwanberg case study that was used at the Frankfurt Sage CRM EntwinklerKonferenz in June 2012 . Members of the Developer Program can download the case study used at the conference here: Case Study for Developer...
  • Blog Post: Schloss Schwanberg Part 6: Adding a new custom Guest Entity

    This is the sixth of a series of articles that will walk you through the Schloss Schwanberg case study that was used at the Frankfurt Sage CRM EntwinklerKonferenz in June 2012 . Members of the Developer Program can download the case study used at the conference here: Case Study for Developer...
  • Blog Post: Creating and Controlling an Insert Page in Self Service

    Below is a very simple example of a self service page that allows a case belonging to an authenticated visitor to be edited. The ASP code is found below. The code is comment and discussed below. <%@CodePage=65001 Language=JavaScript %> <!-- #include file ="ewaress.js"...
  • Blog Post: Schloss Schwanberg Part 4: Promoting the Lead (Enquiry) to an Opportunity (Booking)

    This is the fourth of a series of articles that will walk you through the Schloss Schwanberg case study that was used at the Frankfurt Sage CRM EntwinklerKonferenz in June 2012 . Members of the Developer Program can download the case study used at the conference here: Case Study for Developer...
  • Blog Post: AddContent() and GetPage() versus GetTabs() and Execute() in COM ASP API

    This article has been updated to correct links and to bring the code in line with the convention introduced in Sage CRM 6.2. You can render a page using var myBlock = CRM.GetBlock("opportunitylist"); Response.Write(CRM.GetTabs()); Response.Write(myBlock.Execute()); The important thing...
  • Blog Post: Programmatically Enabling a Person for Self Service

    A customer had the requirement to automatically enable a person record for Self Service. Normally a user would enable a Person as a Self Service contact from within the main user interface. So what happens when the CheckBox is clicked? If you look at the Self Service page under a Person, that...
  • Blog Post: Third Party authentication for Self Service

    Can we have access to Web Self Service managed by a third party application? For example a customer may have some form of authentication implemented for an on-line shop or other web based application. Basically the user should not have to log-in again if he wants to use the self-service application....
  • Blog Post: Custom Buttons in Self Service

    If you are working with Self Service and tried to build a custom button using the techniques discussed in the article " Adding Buttons to an ASP Page ". e.g. var strCallASPButton = CRM.Button("ASP","save.gif", CRM.Url("myPage.asp")); myBlock.AddButton(strCallASPButton...
  • Blog Post: Example Self Service Pages

    This article has be altered to allow download of files from this site. This is a very simple set of pages that can be used to illustrate how the COM API is used to develop self service applications for Sage CRM. There is minimal formatting used. You can drop the pages into an existing self service...
  • Blog Post: Self Service Workarounds

    This article has been updated to correct links and to correct code. There have now been a few articles posted here that discuss Self Service . So if you have been reading these or have been working with Self Service then you know that certain field entrytypes are not rendered in the same way in...
  • Blog Post: Sage CRM's SOAP Web Services and Sage CRM's COM based Web Self Service API.

    The two APIs that I wish to consider in this article are mature, well developed and stable. They've been in the product for a very long time. Nevertheless, they are still used and still very much a useful pair of development options. In fact, they both play a very important part in integration and...
  • Blog Post: Instantiation of the COM (eWare.CRM) object

    The "eWare" or "CRM" COM Object can be instantiated in variety of ways. 1) ASP main interface application extensions 2) ASP Self Service pages 3) External Applications 1) ASP main interface application extensions For application extensions of the main User Interface using ASP pages...
  • Blog Post: Schloss Schwanberg Part 3: Creating the Self Service ASP page to Capture the Lead

    This is the third of a series of articles that will walk you through the Schloss Schwanberg case study that was used at the Frankfurt Sage CRM EntwinklerKonferenz in June 2012 . Members of the Developer Program can download the case study used at the conference here: Case Study for Developer...