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  • Blog Post: Creating a Simple Messaging System within Sage CRM

    This article has been written to answer the business need for a simple way for a user to pass a message to the System Administrator (or another colleague) without having to leave Sage CRM. The further requirement is that the message must then show up within Sage CRM. You can see from the image below...
  • 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: 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: Email and Phone Numbers in CRM

    When building extensions to the product it is quite common to reuse the existing screens and lists in the ASP pages that you add. I was recently asked about some "strangeness" by someone who had added a new page in a self service application that reused the personboxshort to allow the self...
  • Blog Post: Adding a Hot Key keystroke to a Custom Button (added using Button Groups)

    Sage CRM uses Hot Keys to allow users to access some screen actions using Key Strokes rather than just using the mouse. This has been discussed before in the article " Get to your data quicker using shortcuts ". We can add new custom action buttons to screens like the Company Summary screen...
  • 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 Advanced Find and Mass Update and Groups for a Custom Entity (Project)

    This article is derived from a tip sent to me by a very experienced North American colleague and expanded as a consequence of a suggestion from a equally expert Singaporean colleague. The article will take you though the steps to add a custom entity to the Advanced Find screen. To do this you will need...
  • 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: Getting server side stuff 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. In this post I will be exploring the possibilities of combining the CRM.AddContent method and some javascript data transmission...
  • 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: Extending the DefaultToDo options

    This article has been edited (31st October 2009) to correct links and to ensure the code follows the convention introduced in Sage CRM 6.2. One of the nice features that exists in version 6.0 and earlier is the ability for a user to set their own preferences for the opening screen the user is shown...
  • 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...
  • Blog Post: Duration in Workflow Tracking pages

    The oppo_duration field is defined in the custom_edits tables as being of Entry Type 'Minutes'. The minutes are held as the physical data type 'int' select * from custom_edits where colp_entrytype = 57 Fields of entry type 'Minutes' can be used in any entity and they have a couple...
  • Blog Post: Making ServerSide objects available to ClientSide code (onChange and Custom Content scripts)

    This article has been updated (29th April 2009) to use the coding convention introduced in Sage CRM 6.2 If you have started to code with Sage CRM you will know that the world is seemingly divided into two, ServerSide and ClientSide. The objects and properties that we can use ServerSide can not...
  • Blog Post: Creating User Multi Selects

    Once upon a time (version 5.6 and earlier) there used to be a CRM field entrytype called 'user multi select' that seemed to be available to help define new fields. The actual EntryType is designed to be used with communications to allow the assigning of tasks and meetings to multiple users. When...
  • Blog Post: Real Time Data Views.. How do they work?

    You might have heard about something called Real Time Data Views but you may be wondering what they're all about. Well if you are a Sage ERP developer and you are creating a SOAP or GCRM integration with Sage CRM or you already have a SOAP or GCRM integration with CRM then read on... The concept...
  • Blog Post: Working with a Person's Address Type

    When you edit or add a new address for a person in Sage CRM you are invited to specify whether the address is a Business address or a Home address. This choice is then shown on the address list for the person. The default choice for address type is 'Business' or 'Home'. This...
  • Blog Post: HTML in the database

    It is a general rule that in CRM data fields are not supposed to hold HTML which can then be passed directly back to the interface. This is by design. So if you store a string in a text field like "<a href=https://community.sagecrm.com>https://community.sagecrm.com</a>" then...
  • 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: Sage CRM v7.1 SP2: Hot Keys in Different Browsers

    The article " How Sage CRM Hot Keys work " explained how Hot Keys are implemented using the hyperlink AccessKey property in a browser. That article explained how the Case Summary screen has a series of Hot Keys associated with the different actions buttons on the screen. These were implemented...
  • Blog Post: Working with Selection Lists

    Supposing that there is a requirement that when a Company is of a particular type then when an Opportunity is created for that company there should be one set of options to put into the Oppo_type field. You can see in the above screen shot of an Opportunity Summary screen that the Company...