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Blog Post:
Understanding the Dedupe screens created by the Advanced Customization Wizard
Jeff Richards
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...
on
24 Jun 2013
Blog Post:
A round up of articles about coding for the library and documents
Jeff Richards
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...
on
30 Jul 2015
Blog Post:
Exporting Records to a CSV file using the classic COM ASP API.
Jeff Richards
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...
on
21 Sep 2015
Blog Post:
New Company and New Person buttons in a Custom Entity screen.
Jeff Richards
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...
on
21 Sep 2015
Blog Post:
Resizing and controlling tables (lists) displayed using the Self Service COM API
Jeff Richards
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...
on
2 Oct 2015
Blog Post:
An approach to recording completed marketing communications sent by an external system
Jeff Richards
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...
on
29 Sep 2016