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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. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions/default.aspx The first thing that...
  • 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

    In the default system the StoredProc datatype is used to generate the reference id values for Case_referenceid Soln_referenceid When a new record is created, these columns invoke a call to the a Stored procedure called: eware_default_values. This by default has the following definition...
  • Blog Post: COM API objects available in Self Service

    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 it can't be invoked nor does it mean that sometimes...
  • 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. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions/default.aspx You can read the first...
  • Blog Post: Schloss Schwanberg Part 7: Displaying Guest Information

    This is the seventh of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions/default.aspx You can read the all...
  • Blog Post: Join me at Schloss Schwanberg for the Wedding of the Year! A Case Study involving Self Service and new Entities.

    As the an exercise for a training course we have created 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, great hall and grounds could be hired for their...
  • 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. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions/default.aspx You can read the all...
  • 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. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions/default.aspx You can read the all...
  • 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. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions/default.aspx You can read the all...
  • 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. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions/default.aspx You can read the all...
  • Blog Post: AddContent() and GetPage() versus GetTabs() and Execute() in COM ASP API

    You can render a page using var myBlock = CRM.GetBlock("opportunitylist"); Response.Write(CRM.GetTabs()); Response.Write(myBlock.Execute()); The important thing here is that the Execute() method of the block generates the HTML that is to be returned to the page. A page generated this way...
  • 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: Installing Self Service

    Below is a simple diagram showing the architecture of Sage CRM's self service module. You can see that this clearly implies that the Self Service site exists beyond the corporate firewall. For a company that is using Sage CRM, how do they go about enabling the Self Service feature on the external...
  • Blog Post: Self Service, Ports and HTTPS

    The question is...can you use Self Service over HTTPS using a port of your choosing? The answer is that you should be able to work with any port and HTTPs for Self Service. Self Service uses standard ASP pages. As long as the ASP page can be invoked the processing of the self service should not care...
  • Blog Post: Controlling Buttons in Self Service

    Self Service in Sage CRM v7.1 and earlier uses the COM API. Much of the use of the API in Self Service is very similar to the creation of ASP pages as extensions to the main user interface. I have noted in previous articles the Self Service API is actually a separate API and the usage of the blocks...
  • Blog Post: Schloss Schwanberg Part 8: Adding Guest Information

    This is the eighth of a series of articles that will will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions/default.aspx You can read the...
  • Blog Post: Investigating Authentication in Self Service

    This article as a result of a series of questions I was asked by a customer about Self Service authentication. The customer had been reviewing some pages that had been written by a partner. The code they were looking at was very similar to this: if (!eWare.Authenticated) { eWareLogin(); ...
  • Blog Post: Adding Google Charts in Sage CRM screens using Client Side code

    A customer had the requirement to display certain numeric data graphically within their Self Service site. Their requirement was to turn a field displaying numeric data on their public site into a 'widget'. They could have used a create script on the field and Sage CRM's own CRMGraphicBlock...
  • 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...