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  • Blog Post: More about Screen Mode (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. I have only just written about Mode and how to tell whether you are in the Edit or View state of a screen in the article...
  • Blog Post: AJAX and the whole Web 2.0 thing.

    I wrote in an article about Self Service some time ago "I get the sense that there is a growing interest in the construction of Customer Portals and the general Web 2.0 'buzz' where people need to bring all types of data up into customer facing applications that blend information and...
  • Blog Post: The Clientside Control of Lists and Columns (for Sage CRM v7.1 and earlier)

    Note : This article discusses techniques relevant for Sage CRM v7.1 and earlier. If you are using Sage CRM 7.2 please refer to the articles that discuss the new Client Side API. I have previously provided an example of a function that may be used in a search screen to test whether the page contained...
  • Blog Post: Adding extra behaviour to Client Side code

    This article has been updated to correct links . If you have been creating onChange scripts then you will possibly about know the quirk which requires you to use single quote marks (') rather than double (") quote marks when outputting strings. e.g. window.alert('this field has changed'...
  • Blog Post: Another Trick for Grabbing Key Values in Client Side code

    The code in article has been corrected, 7th May 2009. An individual screen within CRM will be produced as a result of a hyperlink that looks like this: http://servername/crm/eware.dll/Do?SID=5351668533575&Act=166&Mode=1&CLk=T&Key0=4&Key4=4&Key27=80&T=New I wrote a little...
  • Blog Post: Making tooltips work in Firefox, Chrome, Safari, Opera et al... in Sage CRM v7.1 SP1 and earlier

    Note: This article refers to versions of Sage CRM earlier than Sage CRM v7.1 SP2. Sage CRM v7.1 SP2 adds support for Firefox, Chrome and Safari browsers and tooltips appear automatically in the screens. Throughout the system, in different screens, Sage CRM uses tooltips on hyperlinks. For example...
  • Blog Post: Clientside control of fields in Search screens including detection of grids and lists

    This tip is a modified product of a conversation that took place between a couple of my colleagues in the UK and US. The need was to find a technique that would allow the easy clientside control of fields with the search screens. It had to be clientside because the technique was needed for the hosted...
  • Blog Post: Intelligent Selects

    Fields such as the user selection list (oppo_assigneduserid) are examples of a type of field known as an Intelligent Select The intelligent select in edit mode displays additional structures, a search box and a magnifying glass image. The search box associated with the intelligent select or user select...
  • Blog Post: Hiding the Advanced Search Select field including the gif image

    Purpose : Hide the Search Select Advanced Field. It is easy to hide the text fields(using Capt_/Data_), but to hide the gif image / underlying URL the following script can be used. This script is tested on crm57 version for the new case webpicker window. may be you try the script similar to the one below...
  • Blog Post: Working Client Side with User Select Lists

    A customer had the need for a field on their company screen that works superficially like the highlighted section in this picture of the new communication screen. Really what the customer wanted was to have a field that contains a list of user names. The user names need to get added to the list by the...
  • Blog Post: Changing Search Select Advanced display fields

    CRM allows you to change the display fields used in an Search Select Advanced (SSA) field but it does not give you control over the order of the fields displayed. The following function, placed in the custom content of the screen, will allow you to change the order of the display fields: <script>...
  • Blog Post: Dynamic Selection Lists

    Below was tested on Sage CRM v6.0d Wouldn't it be nice to be able to have one selection list's options filtered by the current value of another selection list. For example, Software Vendor and Software Product, when I select a vendor from one list I only want to see the products in another...
  • Blog Post: Quotations in onChange Scripts

    Sage CRM uses JScript as its internal scripting language. And within JScript string literals can be included in your scripts by enclosing them in matching pairs of single or double quotation marks. Double quotation marks can be contained within strings surrounded by single quotation marks, and single...
  • Blog Post: The Sage CRM Frame Structure in Sage CRM v7.1sp2 and earlier

    The reference HTML and code in this article has been corrected (20th April 2009). In life, just because you can do something does not mean you should do something. Or as Spiderman said, "with great power comes great responsibility". When we code in the browser we have access to the full...
  • Blog Post: How would you go about changing the font color of a caption in CRM?

    How would you go about changing the font color of a caption or field in Sage CRM? Below is a screen shot from my own system. This is the system that I use for testing ideas and proving concepts. The system has been integrated with a Sage BMS and the image below shows a customised opportunity summary...
  • Blog Post: Grabbing Key Values client side (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. This article has been updated and corrected. This is a little trick that has to fall into the category "...
  • Blog Post: Hiding Buttons using Client Side Code

    The idea of hiding buttons has been discussed before on the blog as can be seen from this post: Controlling Buttons using Client Side code Recently there has been an exchange of emails within an internal Sage mail-group which has come up with some very good techniques. The material below has come from...
  • Blog Post: Identification (ID) of Checkbox Fields in Clientside Code

    Checkbox controls (like Radio buttons) will have to be handled differently to other CRM field type within HTML. The way they are rendered in HTML must be taken into account. Checkboxes can theoretically be grouped on the same input name. In fact Fields in Sage CRM that are defined as Checkboxes in meta...
  • Blog Post: Detect Screen Mode (Client Side) for Company and Person Summary Screens

    This article has been updated to correct the code (and again 12th March 2012). This is a little obscure but nonetheless this isssue caused me a problem this morning. I was just writing some code to put into the custom content box of the CompanyBoxLong screen that would convert the company name...
  • Blog Post: sdata crud (update example using SID)

    The following is an example of how to update a field, in this case an Oppo_OpportunityUId, via client side 'Custom Content' using an sdata2/sagecrm2 (CRUD) call. In this example the aim is to copy the hidden Opportunity Id to a new field so that it can be exposed to the end user as a unique reference...