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  • Blog Post: Manage Escalations

    A new example component has been added to the resources section for development partners to download. The purpose of this component is to make the management of escalation rules easier in implementation of Sage CRM where there are a large number of rules to manage. When working with large number of Escalation...
  • Blog Post: Building a Screen not bound to Meta Data using the ASP COM API

    The code below demonstrates how a page like the Preferences screen can be rebuilt in Sage CRM. This particular screen may be needed to be replaced if the business wishes to offer users only a limited set of preferences that maybe controlled. In the default system the system administrator can either let...
  • Blog Post: More Adventures with the Library

    I have been investigating the list of documents that appears under the Company tab group. This is actually part of a set of investigations into the library entity that I am working on. So there will be a few more blogs about documents and the library in the near future. I wanted to find out how to ensure...
  • Blog Post: Building selection lists in ASP pages without reference to Meta Data

    From time to time you will need to build pages that can not directly be based on a Meta data definition of a screen. For example if you need to construct a page that allows cloning of an entity or perhaps interaction with an external system. The CRM objects allow to you to easily build screens and entries...
  • Blog Post: Controlling Top Content

    Above is a screen shot that shows a default opportunity summary page. At the top of the page is the frame that contains the TopContent information. Sometimes this is called the context information. In this screen the TopContent brings in data from the Opportunity, the Company and the Person entities...
  • Blog Post: The Programmatic Refresh of Meta Data using COM ASP API

    This article will discuss 1) 2 methods to programmatically control the refresh of meta data. 2) The display of the old style workflow configuration screen that governs the marketing workflow Background The existing workflow rules for the marketing tables (Campaigns, Waves and WaveItems) are actually...
  • Blog Post: The Sage CRM .NET API

    The diagram below shows the general architecture of Sage CRM. Here you can see very clearly that the .NET API is an alternative and NOT a replacement for the COM API which is currently used to build application extensions with ASP pages. Both the .NET API and the COM ASP API use the Meta...
  • Blog Post: Building Lists without reference to Meta Data in the ASP COM API

    Above is a picture of a new list added into the My CRM area of Sage CRM. The code below shows how a list can be created using the ASP COM API. var intRecordId = CRM.GetContextInfo("user","user_userid"); var Arg = "oppo_assigneduserid="+intRecordId; var myBlock = CRM.GetBlock...
  • Blog Post: Resetting Passwords

    I have had a few emails from different people over the last few weeks asking about code that will allow a system administrator to quickly reset a users password. I created a little ASP page that demonstrates how this can be done. You can develop this idea further by send an email to the user. The...
  • Blog Post: Meta Data in Sage CRM. A round up of essential articles.

    Sage CRM is a system that controls its user interface using settings contained in the database. The database doesn't just hold the information about the contacts, companies, tasks and opportunities that are vital to the business, it also holds data that describes the lists and screens that the user...
  • Blog Post: Almost everything you wanted to know about Search Select Advanced Fields (A round up about lookups)

    Search Select Advanced Fields are Sage CRM's powerful lookup field type that allows child records to be linked to parents to ensure referential integrity. A user can search for records within an entry screen just by typing in a few letters into searchbox, click the search select advanced icon, and...