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Blog Post:
Building a Workflow Map Diagram that Shows Progress through Workflow
Jeff Richards
Workflows in Sage CRM can become long and a user may wish they had a version of the diagram that is available when the workflow is constructed. You can see from this image below that an extra button has been added to the Opportunity screen. In this example application, when the 'Workflow Map'...
on
6 Jul 2009
Blog Post:
Calling CRM Actions
Jeff Richards
The CRM.URL() method is used to allow you to build correctly formatted URLs that reach back into the application. Most commonly this is used to interact with ASP pages and with Sage CRM .NET application extensions. For example to build a button that calls an ASP page the code would look like: var...
on
29 Apr 2009
Blog Post:
Listing System Actions
Jeff Richards
System Actions are not formally part of the official API and there is no list of them in the documentation although there are plenty of articles that make use of them. The article "Calling CRM Actions" is a good introduction to how the inbuilt System Actions can be referenced in custom pages...
on
13 Mar 2012
Blog Post:
Oh botherations! Shoot, drat and darn!
Jeff Richards
It just goes to show that this blog describes tips that could just as well be described as 'traps'. Like most of you I try and use tricks that sometimes inhabit the grey zone between what is possible and what shouldn't be done. The interface has several features that allow us ride on existing...
on
4 Dec 2008
Blog Post:
How to Build Buttons that call the Email Editor using the COM ASP API
Jeff Richards
This has article has been corrected and the code reformatted 17th October 2011. I have written before about building buttons that call the inbuilt system actions. The action code for the internal email editor is 1500. We can set up a new SendEmail button on a custom page that will either display...
on
10 Nov 2008