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  • Blog Post: Making E-mail templates Read-Only using Clientside code contained in Translations

    The UK PSG team was recently asked to work out how to lock down the Email editor for certain templates. The company wanted to be sure that when certain templates were selected by a user the merged text of the email could not be altered by the user. Those templates when selected needed to become ReadOnly...
  • Blog Post: How can I see if a prompt can be translated?

    All of the visible captions within CRM can be translated. One way of quickly proving if a caption can be translated is to log on as Hans Muller (Mullerh) in the demo data and see if his screens are translated. This is not a perfect way as there are loads of translations that are missing for this user...
  • Blog Post: Finding %, _ and other Special Characters in SQL

    I have just spent a frustrating few minutes trying to quickly find where '%' codes are used in translations. Of course '%' is a special wild card character in SQL. The same is true for '_' and other characters. Don't do : select capt_code, capt_family from custom_captions...
  • Blog Post: Customizing the Opportunity Pipeline Summary Information

    Can we customise the "Statistics for All stages" that appear next to the pipeline in My CRM / Opportunities? The pipeline graphic and its associated statistics are driven from within the dll and have no definition within meta data. This means that we have no obvious way of changing the data...
  • Blog Post: Sage CRM 6.1 and Sage CRM 6.2 Language Packs

    This article has been updated 25th January 2010 to include additional resources. For those of you working in different languages there are 3 language packs available to extend the translations for Sage CRM 6.1 and 6.2. 6.1 Language pack for Turkish 6.2d Language pack for French, German...
  • Blog Post: Custom_Edits and Derived Fields Created in Views

    In CRM it is quite common to need to create a view that performs a calculation or derives information to be displayed on screen or in a report. An example of this can be found in the Case management area. For example if you logon to a demo system as Kylie Ward (WardK) and navigate to the My CRM menu...
  • Blog Post: Extending Menus using runtabgroup and tabgroupline

    This post is going to cover the creation of an Extension to the System Menus. In the above image you can see that the Menu Area below the recent list has been extended to include a new option to control a 3rd Party system. To have this menu appear I had to add an option into the "MenuRoot"...
  • Blog Post: Referencing records from a Custom Table in a Advanced Search Select field.

    In the screen shot below you can see that in my customised implementation of Sage CRM 7.3 sp3, I am able to associate an Opportunity with an record held in an external database. The external table in my system is called 'Contacts' To allow the table to be referenced by an Advanced...
  • Blog Post: Adding Additional Custom Logs to Sage CRM

    If you are working on an integration of Sage CRM with another system you may have a requirement to Log errors that are specific to the integration itself. For example integrating Sage CRM with an ERP system you may wish to report errors fully so that possibly several lines worth of info) is logged to...
  • Blog Post: How can I easily import a large list of Selection list values into CRM?

    This article has been edited to use the Sage CRM 6.2 coding conventions. This question occurs when setting up CRM; you may find yourself with a very large number of selection list values that need to be added to the system. For example you may want to have every county or even major city to be...
  • Blog Post: Have you ever wanted to add a Relationship dropdown list to Related Companies

    Have you ever wanted to have a drop down list of relationship types under the Related Persons tab, like you can under the Related Company Tab? Here is how the translation works for Related Company: CRM uses translations to make the list so you can add to the list by using the same caption family. Here...
  • Blog Post: Can you order lists by a field caption order?

    In the demo database the workflow for an opportunity allows an opportunity to have its stage field set to different values. DealLost Demo Lead Negotiating Qualified Quoted Sold Imagine a requirement to sort a list of opportunities by the oppo_stage. That is easy, we can just allow the option 'sort...
  • Blog Post: Getting scripts into hard-to-reach places (for Sage CRM v7.1sp2 and earlier)

    Note: This article discusses techniques relevant for Sage CRM v7.1sp2 and earlier. If you are using Sage CRM 7.2 please refer to the articles that discuss the new Client Side API. *** Please note that this article describes a technique that exploits undocumented workings of the product. Please read...
  • Blog Post: Linking to 3rd Party Databases

    Within the Administration screens is the location that allows the System Administrator to create an additional database connection to a 3rd party database. Administration -> Advanced Customization -> Tables and Databases Sage CRM allows us to connect to a different database on a different...
  • Blog Post: How do I remove the Type column from the PersonList?

    The personlist list block is defined under the Admin>Customization>person>lists area but the column for the type is added by the dll. The column draws its information from the translations (custom_captions) that control the different 'types' of person contact. The default person types...
  • Blog Post: Caption Code, Caption Family and Caption Family Type in Translations

    When a new translation is added into the system, there are 3 fields that need to be filled in before the translations can be added to the different 'language' or caption fields. There are capt_code capt_family capt_familytype Note : capt_familytype only became a mandatory...
  • Blog Post: Choices in Customizing Lists

    You only need to follow the tags " List Page " or " List Block " to see that there have been lots of articles written already about how lists can be customized. In this article I want to step back and bring all these points together so we can see the range of options that we have...
  • Blog Post: Adding a new Panel to a Summary screen e.g. Company Summary

    A screen like the company summary screen has a very particular structure because it is partially defined in meta data and partial has its structure hard coded into the system action being called. The detail of this is discussed in the article " Changing a Summary Screen (e.g. Company Summary Screen...
  • Blog Post: How do I hide the 'Follow-up' check boxes on a New Appointment or New Task Screen Screen?

    Below is a screen shot that shows the New Task Screen. You'll see there are some checkboxes that if selected will launch another new communication screen once the New Communication is saved. The HTML that generates these Checkboxes looks like this: <TABLE CLASS=VIEWBOXCAPTION><TR><TD><TD><input...
  • Blog Post: Adding Clientside Code into Dynamically Built Workflow Action screens

    I had a conversation with a participant at one of the recent Bootcamps regarding the use of clientside code in dynamically built workflow screens. This topic has also appeared in the Forums with the community site. The partner's customer had a requirement that when a user was processing an opportunity...
  • Blog Post: Using a Function in a CreateScript

    In the article " Creating Global Code for OnCreate and Validate scripts " I discussed how we can reuse functions across different create scripts either in the same screen or between different screens. One of the techniques that I suggested was the use of either a specialised table to hold...
  • Blog Post: Adding Derived Fields in Views into Meta Data

    I originally wrote about creating derived fields in a view in the article " Custom_Edits and Derived Fields Created in Views ". This discussion is a continuation of the ideas expressed in that article and will show how meta data definitions of a calculated field can be easily added into Meta...
  • Blog Post: Recent List Customisation

    Some interesting questions came up in this week’s UK Level 3 (developer) training course about how the recent list interacts with custom entities. There are 4 components to consider that make up the functionality of an entity’s recent list: • The code that adds a record to the recent list. • The find...
  • Blog Post: How do default addresses and persons get created for a Company?

    When you create a new company using the standard system behaviour the Address and Person contact details that you provide get recorded into their separate tables and foreign key references are recorded on the company table to indicate which address and which person are default for that company. The foreign...
  • Blog Post: Products by Code, an example of changing a Search Select Advanced field's behaviour

    Simple things can become show stoppers. I was asked if there was anyway to expose the Product Code field in the Line Items area when building a Quote? The customer wants to enter order by code or SKU number instead of by product family and product name. The behaviour of the Search Select Advanced...