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  • Media: Alternative include file for ASP page returning XML

    CRMInclude.js is an alternative for the accpacrm.js standard include file which is used when developing ASP application extensions for Sage CRM. It is suitable to be used where the page needs to return XML rather than HTML. Please note that this is an example only and does not constitute a finished...
  • Media: Partial Rebuild of Company Quicklook Screen using ASP API

    Partial Rebuild of the Company Quicklook page.
  • Media: Add forecasting quarters

    This component adds a new screen which allows you to add new forecasting periods. For more information, please see the blog post here .
  • Media: Include File for use in pages used in conjunction with AJAX (v1.1)

    These files have been updated and corrected 2nd November 2009. It has two files in it: accpaccrmajax.js accpaccrmajaxdpp.js These are modified versions of the accpaccrmnolang.js file that ships with 6.1 & 6.2. It has had the section which outputs the HTML. BODY and other tags commented...
  • Blog Post: Creating your own Import Scripts using the COM API

    Please read the article " Some thoughts on Importing Data " as background. The previous article discussed the different programming techniques that can be used for importing data into Sage CRM. Web Services COM Based Mechanisms .NET API Direct Data Interaction The COM...
  • Blog Post: Using the ASP COM API to create more than 2 records at once.

    In an earlier article I showed how you could create a complex screen that allowed the editing multiple records in ASP. The actual example was the editing of a Company, Person and Address record all together. You can find this discussed in the article " Example of a Complex Screen editing multiple...
  • Blog Post: How to Build Buttons that call the Email Editor using the COM ASP API

    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...
  • Blog Post: The Forward and Back buttons (Page History) in code

    Creating your own forward and backwards buttons You can create buttons that make use of the internal system actions that control the forward and backward behaviour. var strForwardButton = CRM.Button("Forward","forward.gif",CRM.URL(522)); var strBackButton = CRM.Button("Back"...
  • Blog Post: Adding Buttons to an ASP Page

    Consider the code below. This is for a simple edit screen for the Opportunity entity. var intRecordId = CRM.GetContextInfo("opportunity","oppo_opportunityid"); var myBlock = CRM.GetBlock("opportunitydetailbox"); var myRecord = CRM.FindRecord("opportunity","oppo_opportunityid...
  • Blog Post: Controlling Buttons in Self Service

    Self Service in Sage CRM v7.1 and earlier uses the COM API. Much of the use of the API in Self Service is very similar to the creation of ASP pages as extensions to the main user interface. I have noted in previous articles the Self Service API is actually a separate API and the usage of the blocks...
  • Blog Post: Calling ASP Pages from Classic Dashboard Blocks

    In versions earlier than Sage CRM v7.0, the classic dashboard tab of the My CRM area is a customizable page that contains information most relevant to the way a user may work. The classic dashboard can display report graphics, links to reports, and information contained in different types of blocks which...
  • Blog Post: Programmatically Enabling a Person for Self Service

    A customer had the requirement to automatically enable a person record for Self Service. Normally a user would enable a Person as a Self Service contact from within the main user interface. So what happens when the CheckBox is clicked? If you look at the Self Service page under a Person, that...
  • Blog Post: Changing Context when jumping between pages using the COM ASP API

    I have created a very simple page that contains a couple of buttons. The starting page is an ASP page in the context of the Opportunity. These buttons will allow me to jump to different places in the application. The first "company" button jump is built using var strCompanyButton = CRM...
  • Blog Post: Cloning an Opportunity using the ASP COM API

    I have written earlier about cloning or copying existing records. Please see the article Using the COM API to Clone a Record . This article provides a worked example on how you can use that article to add a button to the opportunity summary screen that will copy an existing opportunity record and...
  • Blog Post: Redirect to different WebToLead Pages

    A client has two WebToLead pages for two different regions of customers. Once they have submitted the information, they wish to redirect them to their respective websites. If you go to Administration->Customizaton->Lead->WebtoLead, you will notice that you can only have one 'Web Lead Return...
  • Blog Post: Controlling workflow state in ASP

    This is some code from an asp page designed to be used in a cross entity workflow. The original page forms part of an Opportunity Workflow. But the actual code here was in an ASP page is called from a rule associated with the communication entity. The button would appear on the communication screen...
  • Blog Post: Pipeline demo

    I was asked to provide a demo of how one can build a clickable pipeline graphic using ASP and the COM api. Attached is a component that adds a Project entity. Project has a stage field with values Alpha, Beta, Delta and Gamma. After installing the component create a few Project records and populate...
  • 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: Adding a Clone Campaign button to Sage CRM using ASP COM API

    Here is an example that uses the Button Group feature added in Sage CRM. You can see from the screen shot above that I have added a button to the system generated Campaign Summary Screen. When the button is pressed, the following screen appears that allows me to provide a new name for the campaign and...
  • Blog Post: Coding Search Select Advanced properties in the ASP COM API

    I steal from colleagues and now I shamelessly steal from partners. This is a good example of coding the properties of a Search Select Advanced field in an ASP page. The most important thing to point out is that this shows how to use the search sql property. EditBlock=eWare.GetBlock("FulfillmentOneNewEntry"...
  • 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: Integrating Sage CRM with Indexing Services to enable full document search

    Sage CRM offers the ability to search using Keywords across all entities but this keyword searching does not extend into documents that may have been uploaded into the library. As you can see from the screen shot displayed below, it is possible to easily integrate Microsoft Indexing Services into...
  • Blog Post: More about XML creation and the Record.XML property

    Another way of creating XML feeds from Sage CRM is to use the XML property of the COM Record object. The XML property is available in all currently supported releases of Sage CRM. Example Usage var myRecord = CRM.FindRecord("person","pers_companyid=24"); Response.Expires...
  • Blog Post: Investigating Authentication in Self Service

    This article as a result of a series of questions I was asked by a customer about Self Service authentication. The customer had been reviewing some pages that had been written by a partner. The code they were looking at was very similar to this: if (!eWare.Authenticated) { eWareLogin(); ...
  • Blog Post: How to Create a Secondary Entity for a new Custom Primary Entity

    This article shows the steps that I went through to create a secondary entity that is a child of a Custom Primary Entity. The business scenario that I imagined was that I had a new Primary Entity called Project that was created using the Advanced Customization Wizard. I needed to create a secondary...