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  • 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) in Sage CRM

    The article will take you though the steps to add a custom entity to the Advanced Find screen. To do this you will need to have already created the custom entity. I have made the assumption that you have created an entity called Project. Once we have the Project entity in existence...
  • 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

    This article looks at 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 hyperlink (entity name and image in the recent list) and...
  • 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

    One of the nice features that exists in Sage CRM is the ability for a user to set their own preferences for the opening screen the user is shown when they logon. This is the field "Log Me In To" in the preferences screen. A user can logon to CRM and be shown one of the following screens...
  • 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)

    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 be used within the browser. We have useful methods like CRM.GetContextInfo() which we use in Create Scripts, Validation...
  • 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: 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...
  • 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, 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 Search...
  • Blog Post: How can I easily import a large list of Selection list values into CRM?

    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 loaded into CRM in the same way the addr_country field has it's country list...
  • Blog Post: How Sage CRM Hot Keys work

    Previous articles have discussed how Hot Keys can be added into Sage CRM. Get to your data quicker using shortcuts Adding a Hot Key keystroke to a Custom Button (added using Button Groups) What these articles have not explained is how the Hot Keys are implemented as code within the Sage...
  • 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...