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Uploading Documents to the Library with the ASP COM API
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...
8 Oct 2007
Listing Files Not Uploaded and Stored using the Sage CRM interface
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...
18 Aug 2010
Moving files into the Library using the serverside COM API.
A customer had a requirement to be able to automate the inclusion of existing files into the CRM library structure. The scenario is that a file is created by another business process e.g. "Northwind Order Processing". That file then has to be added to CRM. This is not the first time I have...
26 Apr 2010
COM API objects available in Self Service
Notes In the above image you will see a couple of the rows marked to indicate that there are further notes. Also a feature marked N/A indicates that the method or property is not applicable within that coding environment. It does not however mean that it can't be invoked nor does it mean that sometimes...
13 Mar 2009
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...
10 Jul 2009
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
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