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Discovering Data Relationships in Code
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...
13 Sep 2010
Creating a Dynamic Group in Sage CRM using the COM object TargetLists
The COM API has an object within it called TargetLists. This object can be used within internal script (Validate, Table Level Script etc) to create both Dynamic and Static Groups. Below is a simple example of the object being used in an ASP page to create a Dynamic Group. You will see that I had...
20 Jan 2010
Accessing the SQL of a Filter or Search Page using the COM ASP API
13 Mar 2009
Using Joins in Web Services
Imagine you need to retrieve information from CRM via the webservices interface; this query should combine data from multiple tables. In the COM API (ASP pages, self service, table level scripts etc) you could use the QueryObject to build the exact SQL you need. var mySQL = "SELECT Person.*,...
9 Jun 2009
Linking to 3rd Party Databases
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...
31 Mar 2009
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