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  • Blog Post: Taking a Snapshot of Currency Exchange Values

    Sage CRM offers Multi Currency features. This allows, for example, a Sales user in the UK to quote in Sterling for their British Customers and to Quote in Euros for their German customers. The Sales Manager in Ireland can then see both quotes expressed in Euros or a financial controller in the US could...
  • Blog Post: Validation rules don't always mean "Stop!"

    I was asked recently about how to create a log of when data was changed within a particular screen. Now the requirement was focussed on the screen and not on the the record. If we had been interested in whenever data in the record changed then of course we could use an Update event function within a...
  • Blog Post: Modify field on another table in a workflow action

    When choosing a field for the Display Field For Amendment action, you can select fields from the view that are not on the table the rule is based on. For example you can select the comp_primaryuserid if you use the vSummaryOpportunity view to base your rule on. However this will not work by design: You...
  • Blog Post: How can I get the SID in Serverside scripting?

    The SID is the session ID value. The SID may be wanted if you are building a string that represents a hyperlink that will be returned to the browser. The SID after all only is needed for a new web request, we do not actually need it within server side scripts normally as there we are already in the context...
  • Blog Post: The eWareQuery Object: A warning.

    I was going to call this a 'warning from history' but as you read the rest of the article you may realise that the 'updateddate' may never have been filled in. The eWareQuery object is a fantastically useful tool for on-premise developers to use in ASP pages, table level scripts and...
  • Blog Post: Collecting Information from Checkboxes in TableLevel Scripts

    A customer had a requirement to add a series of check boxes to the Lead screen. The check boxes would allow the user to quickly classify and collect the different interests of a prospect as it the new Lead was entered into the system. Once the lead was saved a summary of the interests then needed to...
  • Blog Post: A round up of essential articles on setting up and using Table and Entity Level Scripts

    Table and Entity Level Scripts can be thought of as a bit like SQL triggers. They allow a developer to create scripts that are run when certain database interactions take place. They are defined as javascript and stored in meta data. The scripts are then executed when a record is inserted, updated, or...
  • Blog Post: Uploading Leads with Notes using Table level Scripts

    Recently, we had a requirement where a client wanted to upload Leads with Notes. The way Data upload works for leads, we cannot map any field from upload file to tables other than the lead entity. Hence, we came up with below solution. Requirements 1. To be able to upload lead along with notes...
  • Blog Post: Create a reminder task for a user when an opportunity is inserted.

    Workflow is very powerful but one of the limitations is that Follow Up Actions, such as 'Create Task' or 'Create Appointment' can not be invoked on Primary Rules. This means that if a business rule states that a task or an appointment must be created as an Opportunity or Case is...