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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: Zip Check

    This is a little mod I came up with after adding in a few addresses in CRM. In this day and age of modern technoligy why in the world would we have to type in the City and the State if we know the Zip? I mean really, think of the time you will save by having a tool that could help with this. OMG think...
  • 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: Example Business Rules for Text fields.

    Below are some code examples showing how Business Rules can be implemented on Text fields using the onChange and Validation script options within a screen. Note: Only the onChange examples can be used within a hosted (SageCRM.com) implementation. The examples shown are: The field may only...
  • Blog Post: Regular Expressions in Rules

    I was just answering an email about how a consultant could create a business rule that ensures data entered by the user matches a particular pattern. The specific example was needed to confirm that the code entered into a text field was only numeric and didn't include alphabetic characters. I had...
  • 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: Fine Control of PopUp windows (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. In the article " Using Clientside Code to Change the Property and Behaviour of a Column in a List " I gave an...
  • Blog Post: Web Services and SageCRM.com

    Web Services are an access mechanism that can be used with the hosted version of Sage CRM as well as the on premise version. To use the Web Services in the hosted product you need first to make the WSDL available. 1. Logon to your hosted version of SageCRM.com as a system administrator 2. Navigate to...
  • 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: 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: Controlling Buttons using Client Side code (Sage CRM v7.1sp2 and earlier)

    It is a fairly common requirement to need to remove buttons from existing system screens in particular circumstances. For example there might be an organisational business rule that says that only assigned owner for a Lead should be able to access the 'Convert to Opportunity' button. Since...
  • 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: Integration with External Systems and the Synchronization of Application Data

    Introduction Sage CRM is integration-ready straight out of the box. It can integrate quickly with Sage ERP products, as well as other external applications through secure, standards-based web services and APIs. In this article I want to discuss the different approaches that can be taken by a developer...
  • 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: Logon Locations for Sage CRM Mobile clients

    SageCRM.com is the hosted version of Sage CRM. It is ideal for businesses seeking a low-cost, low-risk CRM solution. SageCRM.com allows you to work online using a Mobile browser on any device, such as the HP iPAQ or the Palm Treo. It is also possible to work online with CRM from other mobile devices...
  • 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: 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 easy way of changing the data. The...
  • Blog Post: Using Clientside Code to Change the Property and Behaviour of a Column in a List

    When customizing a List block you have access to two means of controlling the properties of a column. The first is by using the create script for the column. See the article " Using Create Script in GridColumns ". The second technique depends on using clientside code that has been delivered...
  • 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...