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  • Blog Post: Sage CRM's SOAP Web Services and Sage CRM's COM based Web Self Service API.

    The two APIs that I wish to consider in this article are mature, well developed and stable. They've been in the product for a very long time. Nevertheless, they are still used and still very much a useful pair of development options. In fact, they both play a very important part in integration and...
  • Blog Post: Instantiation of the COM (eWare.CRM) object

    The "eWare" or "CRM" COM Object can be instantiated in variety of ways. 1) ASP main interface application extensions 2) ASP Self Service pages 3) External Applications 1) ASP main interface application extensions For application extensions of the main User Interface using ASP pages...
  • Blog Post: Creating and controlling Edit Pages in Self Service

    Below is a very simple example of a self service page that allows a case belonging to an authenticated visitor to be edited. The ASP code is found below. The code is comment and discussed. <%@CodePage=65001 Language=JavaScript %> <!-- #include file ="ewaress.js" -->...
  • Blog Post: 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...
  • Blog Post: Creating and controlling List Pages in Self Service

    Below is a very simple example of a self service page displaying a list of Cases belonging to an authenticated visitor. The ASP code is found below. The code is marked in different colours and discussed in a following section. <%@CodePage=65001 Language=JavaScript %> <!-- #include...
  • Blog Post: ASP.NET Pages and the Self Service API

    I have been asked about using Sage CRM Self Service API with ASP.NET. Imagine that you may have a customer that is using ASP.NET as the underlying technology of their corporate website. You may now have implemented Sage CRM for them and they now want to bring some of the data from their internal systems...
  • Blog Post: Creating and Controlling an Insert Page in Self Service

    Below is a very simple example of a self service page that allows a case belonging to an authenticated visitor to be edited. The ASP code is found below. The code is comment and discussed below. <%@CodePage=65001 Language=JavaScript %> <!-- #include file ="ewaress.js"...
  • Blog Post: AddContent() and GetPage() versus GetTabs() and Execute() in COM ASP API

    You can render a page using var myBlock = CRM.GetBlock("opportunitylist"); Response.Write(CRM.GetTabs()); Response.Write(myBlock.Execute()); The important thing here is that the Execute() method of the block generates the HTML that is to be returned to the page. A page generated this way...
  • Blog Post: Programmatically Enabling a Person for Self Service

    A customer had the requirement to automatically enable a person record for Self Service. Normally a user would enable a Person as a Self Service contact from within the main user interface. So what happens when the CheckBox is clicked? If you look at the Self Service page under a Person, that...
  • Blog Post: Controlling Buttons in Self Service

    Self Service in Sage CRM v7.1 and earlier uses the COM API. Much of the use of the API in Self Service is very similar to the creation of ASP pages as extensions to the main user interface. I have noted in previous articles the Self Service API is actually a separate API and the usage of the blocks...
  • Blog Post: Investigating Authentication in Self Service

    This article as a result of a series of questions I was asked by a customer about Self Service authentication. The customer had been reviewing some pages that had been written by a partner. The code they were looking at was very similar to this: if (!eWare.Authenticated) { eWareLogin(); ...
  • Blog Post: Self Service Workarounds

    If you have been working with Self Service then you know that certain field entrytypes are not rendered in the same way in Self Service screens as they are in the main application extension ASP pages. These oddly behaving fields or entrytypes include Date, DateTime and Search Select Advanced fields...
  • Blog Post: 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...