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Sage CRM 2018
Understanding the Dedupe screens created by the Advanced Customization Wizard
A customer had a requirement to understand the way in which the Dedupe screens for a Custom Entity worked. The customer had created a new entity that was the child of Companies and Persons and they had added the look up fields into the Dedupe screen for the custom entity as you can see in the screen...
24 Jun 2013
A round up of articles about coding for the library and documents
The document upload into Sage CRM is designed to allow the easy upload of files on an Ad Hoc basis. The document upload feature (at the time of writing this article) differs slightly depending on which browser you use. But it can be time consuming to add groups of files to company and person records...
30 Jul 2015
Exporting Records to a CSV file using the classic COM ASP API.
A customer had the requirement to allow users to export opportunity information to a file that could be opened in Excel. I have provided below some example code that is designed to be called from a Button Group associated with the System Action OpportunityList. When the page runs it will create a...
21 Sep 2015
New Company and New Person buttons in a Custom Entity screen.
A customer had a requirement for a summary screen for a custom entity to provide a new company and new person button similar to the core system entities within Sage CRM. I have assumed that the custom entity pages have been built using the classic ASP pages rather than the .NET API. The example I...
21 Sep 2015
Resizing and controlling tables (lists) displayed using the Self Service COM API
A customer had a question on how they could resize a table to fit correctly in their web page. Below is an image that shows a simple page created by the Self Service API. The code below shows how the display of List Pages can be controlled in Self Service. This covers everything from the...
2 Oct 2015
An approach to recording completed marketing communications sent by an external system
A customer uses an external system to generate marketing emails to contacts. These contacts exist as records in their accounting system that is integrated with Sage CRM. This means that the contact exists in both Sage CRM and the Sage BMS but because the emails are sent from a third party system integrated...
29 Sep 2016
Sage CRM 2018 R1: Controlling field and screen spacing in ASP pages and .NET code.
Below is a screen shot of the Company Summary screen. Complex screens like this one, either for a system entity or a custom entity, can be built using the APIs. A partial rebuild of the Company Summary Screen using the .NET API is actually included in the example projects shipped with the SDK installer...
8 Feb 2018
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