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  • Blog Post: Merging with a shared template - Internet Settings

    Hi Just a quick note to mention an issue I encountered recently. Working with the hosted version of the product - sagecrm.com I was trying to merge with a shared template. I was working with a shared template and logged on as a non-admin user. I found an order, selected send order and waited patiently...
  • Blog Post: How can Sage CRM save you money?

    This article was edited on 17th June 2011 to update some of the graphics used. This article has its origin in a recent presentation I gave as part of an eSummit for Australia, New Zealand and the Pacific ( http://www.sagesummit.com.au/ ) that took place in 2009. My focus is usually purely on communicating...
  • 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: Increasing List Size beyond the default limit of 25 rows

    List length in Sage CRM is determined by the value of the "Grid Size" field that is set within the users preferences. By default this is either (5, 10, 15, 20, 25). The maximum by default is 25. To allow a great number of rows to be displayed then the selection list needs to be edited...
  • 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...