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Sage CRM has a feature called Button Groups that allow a system administrator to add buttons to System Screens. I have discussed Button Groups in several articles. Adding Buttons and Customizing the Email Screens Adding Buttons and Customizing the Outbound Call Screens But not all system...

I have discussed before how useful SData can be. If you know the feed details then you can use SData to extract data from Sage CRM into all sorts of applications. But there is a small snag and that is we can't expect users to know that if they want to pull out the Opportunities that belong to...

It is possible to take an existing entity,either one that you have added to the system or an existing table such as notes, and allow it to be workflowed. The technique below will be effective for both custom tables and existing system tables. Using the Library table as an example Add a libr_workflowid...

This article has be altered to allow download of files from this site. This is a very simple set of pages that can be used to illustrate how the COM API is used to develop self service applications for Sage CRM. There is minimal formatting used. You can drop the pages into an existing self service...

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...

If you have been working with Self Service then you know that certain field entrytypes are not rendered in the same way in Self Service screens as they are in the main application extension ASP pages. These oddly behaving fields or entrytypes include Date, DateTime and Search Select Advanced fields...

If you want to suppress the default tab bar then you can override it. For example when working in the context of the My CRM menu you may wish to call a "new" or "find" page. If we used Response.Write(CRM.GetPage()); then the existing default menu would display. In my example given...

In Sage CRM if you have created a new custom entity using the Advanced Customization Wizard then you would have had the option to create a libary page for the entity. This provides a straight forward way of allowing documents to be uploaded into the library and associated with the custom entity. Below...

Sage CRM offers a very simple MessageBlock object that you can use for your own pages. This object can either be used automatically to send a message without an interface prompt or it can create a form allowing the details of the email message to be completed. An example use of the MessageBlock that...

Here we can see the basic code structure for an Insert of a new Record expressed in ASP page code. I have used here a new opportunity record but it really could be any record including tables in third party databases. Please note the comments. if(CRM.Mode ==View) { CRM.Mode = Edit; } var myBlock ...

I have written before about the creation of a complex screen where the ASP page offers the user the ability to edit two records at the same time. See: https://community.sagecrm.com/blogs/hints_tips_and_tricks/archive/2007/10/01/creating-complex-screens-using-the-com-based-asp-api.aspx This code...

Updated: A colleague in Frankfurt has thoughtfully provided a German version of this customisation. I've merged it with the English version and packaged it into a custom component for convenience. It's available from the Partner download area . I've left the original instructions and page...

In an ASP page to get the currentusers team or the selected users team you can access this with the normal GetContextInfo method. var intTeam = eWare.GetContextInfo("user", "user_primarychannelid"); var intSelectedTeam = eWare.GetContextInfo("selecteduser", "user_primarychannelid"...

** Note a better technique is described in this blog post ** One of the very nice features of CRM is the Custom Content field on screens. They allow you to enhance the functionality of screens and add business logic to be processed client-side, making for a smoother user experience. But there are...

The "eWare" or "CRM" COM Object can be instantiated in variety of ways. 1) ASP main interface application extensions 2) ASP Self Service pages 3) External Applications 1) ASP main interface application extensions For application extensions of the main User Interface using ASP pages...

A customer had a requirement to add additional buttons to a custom ASP page. These buttons had to be displayed at the bottom of the screen in a way similar to the buttons in the marketing area. But you can have the buttons appear anywhere you like in an ASP (or .NET) page. If you have only one...

This article has been updated to ensure the variables that are passed can take into account a wider range of characters in passed names including umlauts, accents and cedillas. Although this article describes a technique for adding dedupe behaviour to the Lead table it may be adapted for other entities...

Occasionally you may customer requirement to store relatively large numbers of documents associated with a company, person or opportunity record outside the main librabry mechanism. As an example of this requirement imagine an organisation that sells design services to real estate developers. Such a...

Occasionally you will need to fetch a date from either the CRM database or perhaps from an external system that is then needs to be formatted so it looks like a CRM date. All users are able to set their date preferences. The are other articles that discuss handling dates Add/Subtract...

You may have a business requirement to cascade a change through the child records of a company. I have discussed previously how a table level script can be used to update all opportunities if the company is reassigned to a new account manager. See the article " A Table Level Script to update Opportunities...

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'...

This example shows how it is possible to pass variables from CRM to an external website and then embed the returned results into a page structure controlled by the standard CRM blocks. You can see the page below has the standard tab group, the notifications and onscreen coaching surrounding the information...

A Customer had a need as part of a Case Workflow to generate a Self Service username and password for their contacts. They were using an ASP page to do this and asked whether I had any code to generate a password for Self Service. This is a simple little script and you may find this useful for your...

In this article I want to think about the creation of an XML feed from within CRM. The structure of an XML feed may look like this: [code language="xml"] <chart caption='Monthly Sales Pipeline' subcaption='For FYE 2009' xAxisName='Month' yAxisName='Sales'...

This article is part of a series that discusses how you can link to an external database and list, search and view data from a table in that external system. I have used Sage ERP MAS 90 as my example database. The techniques discussed here can be used within implementations of the Extended Enterpise...