Browse By Tags
Home
»
All Tags
»
COM
»
Record Object
.NET API
Addresses
ASP
Clone
Company
custom captions
custom_tables
Data Model
dates
eWareQuery Object
External Database
Import
Opportunity
Oracle
Person
phone
Query
SQL
Blog Post:
Discovering Data Relationships in Code
Jeff Richards
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...
on
13 Sep 2010
Blog Post:
Using the COM API to Clone a Record
Jeff Richards
There are a number of articles within this community site that discuss the requirement that some business has to clone records. This might be where a customer needs to copy an existing communication to set up a similar meeting or where an opportunity is very similar but just some details need changing...
on
18 Jun 2010
Blog Post:
Add/Subtract Days to a Date and pass to a Record Object
Jeff Richards
This article has been updated.(again 14th April 2009) Dates can be a bit of a challenge. This article explains three points: how to convert a record’s date field value into a JavaScript Date object. how to add/subtract days to a JavaScript Date object. how to pass a JavaScript...
on
14 Apr 2009
Blog Post:
Creating your own Import Scripts using the COM API
Jeff Richards
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...
on
20 Aug 2010
Blog Post:
Linking to 3rd Party Databases
Jeff Richards
Within the Administration screens is the location that allows the System Administrator to create an additional database connection to a 3rd party database. Administration -> Advanced Customization -> Tables and Databases Sage CRM allows us to connect to a different database on a different...
on
31 Mar 2009