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Blog Post:
Sending Emails in ASP COM API
Jeff Richards
Sage CRM offers a very simple MessageBlock object that you can use for your own pages. This object can either be used automatically to send a message without an interface prompt or it can create a form allowing the details of the email message to be completed. An example use of the MessageBlock that...
on
9 Apr 2018
Blog Post:
Basic Code Structure of an Add or Insert Page
Jeff Richards
Here we can see the basic code structure for an Insert of a new Record expressed in ASP page code. I have used here a new opportunity record but it really could be any record including tables in third party databases. Please note the comments. if(CRM.Mode ==View) { CRM.Mode = Edit; } var myBlock ...
on
18 Feb 2009
Blog Post:
The Values() collection
Jeff Richards
The Values() collection can be used in all serverside scripts to examine the passed in Values from a form. Create Scripts Validate Scripts Tablelevel Scripts Workflow Scripts The Values() collection must always have an argument passed to it. The Values() collection can not be examined...
on
13 Mar 2009
Blog Post:
Example of a Complex Screen editing multiple records in ASP
Jeff Richards
I have written before about the creation of a complex screen where the ASP page offers the user the ability to edit two records at the same time. See: https://community.sagecrm.com/blogs/hints_tips_and_tricks/archive/2007/10/01/creating-complex-screens-using-the-com-based-asp-api.aspx This code...
on
15 Oct 2008
Blog Post:
Adding forecasting quarters
Robert Hurson
Updated: A colleague in Frankfurt has thoughtfully provided a German version of this customisation. I've merged it with the English version and packaged it into a custom component for convenience. It's available from the Partner download area . I've left the original instructions and page...
on
24 Feb 2011
Blog Post:
Sage CRM's SOAP Web Services and Sage CRM's COM based Web Self Service API.
Jeff Richards
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...
on
8 Sep 2016
Blog Post:
Instantiation of the COM (eWare.CRM) object
Jeff Richards
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...
on
10 Apr 2008
Blog Post:
Adding Dedupe Behaviour to the Lead Entity
Jeff Richards
This article has been updated to ensure the variables that are passed can take into account a wider range of characters in passed names including umlauts, accents and cedillas. Although this article describes a technique for adding dedupe behaviour to the Lead table it may be adapted for other entities...
on
4 Dec 2008
Blog Post:
Using a Table Level Script to Track Changes to Data Made by Users.
Jeff Richards
This article uses an idea first mentioned in " Validation Rules Don't Always Mean Stop! ". The example 'UpdateRecord' event function below will write out into a log file which fields have changed. It won't write every field in the screen so we first need to know what fields...
on
7 May 2010
Blog Post:
Listing Files Not Uploaded and Stored using the Sage CRM interface
Jeff Richards
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...
on
18 Aug 2010
Blog Post:
Useful Date Functions
Jeff Richards
Occasionally you will need to fetch a date from either the CRM database or perhaps from an external system that is then needs to be formatted so it looks like a CRM date. All users are able to set their date preferences. The are other articles that discuss handling dates Add/Subtract...
on
10 Jul 2009
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:
Building a Workflow Map Diagram that Shows Progress through Workflow
Jeff Richards
Workflows in Sage CRM can become long and a user may wish they had a version of the diagram that is available when the workflow is constructed. You can see from this image below that an extra button has been added to the Opportunity screen. In this example application, when the 'Workflow Map'...
on
6 Jul 2009
Blog Post:
Passing Variables to an External Site and Embedding the Result in a CRM Page (COM ASP API)
Jeff Richards
This example shows how it is possible to pass variables from CRM to an external website and then embed the returned results into a page structure controlled by the standard CRM blocks. You can see the page below has the standard tab group, the notifications and onscreen coaching surrounding the information...
on
29 Jan 2008
Blog Post:
Example Code to Generate a Pseudo-Random Password
Jeff Richards
A Customer had a need as part of a Case Workflow to generate a Self Service username and password for their contacts. They were using an ASP page to do this and asked whether I had any code to generate a password for Self Service. This is a simple little script and you may find this useful for your...
on
14 Jan 2013
Blog Post:
Creating a simple ASP List Page that Displays Data from an external Database using an ODBC driver
Jeff Richards
This article is part of a series that discusses how you can link to an external database and list, search and view data from a table in that external system. I have used Sage ERP MAS 90 as my example database. The techniques discussed here can be used within implementations of the Extended Enterpise...
on
22 Sep 2010
Blog Post:
Creating a New Entity using COM API ASP
Jeff Richards
This article has been updated to allow download from this site. I have written before many times about creating ASP pages to support access to a custom entity. How does Meta Data create a Screen? DPP and Standard include files for ASP pages The Basic Structure of an Edit Page How...
on
15 Dec 2008
Blog Post:
Controlling the Display of Drop Down Options in Team Select Fields
Jeff Richards
Many system entities such as Opportunities, Leads and Cases can be assigned to a Team. Custom Entities can also have Teams assigned to them. For historic reasons the Team field in the database is called channelid. user_primarychannelid oppo_channelid case_channelid lead_channelid ...
on
25 Jun 2010
Blog Post:
Calling CRM Actions
Jeff Richards
The CRM.URL() method is used to allow you to build correctly formatted URLs that reach back into the application. Most commonly this is used to interact with ASP pages and with Sage CRM .NET application extensions. For example to build a button that calls an ASP page the code would look like: var...
on
29 Apr 2009
Blog Post:
Accented characters not displaying correctly in ASP pages.
Jeff Richards
This is a very short tip and one that you may well know, but since I have just run into the problem again, I thought it was was worth a mention. Do you ever see problems like this? This when characters that are marked with diacritic signs (such as acute, grave, umlaut and carron) are retrieved from...
on
16 Jun 2010
Blog Post:
More about Using CRM security in ASP pages
Jeff Richards
I have previously discussed that access to buttons can be controlled by the 4 & 5 parameter of the CRM.Button() method used in Classic ASP. The entity referenced in the 4th param has to be an entity normally covered by security. The example covered in the previous example discusses whether or...
on
10 Feb 2009
Blog Post:
Validating Time
Jeff Richards
A way of validating time is possible by taking advantage of the way Date/Time fields are added into Sage CRM. For example if you add a new Date/Time field into the company table, e.g. comp_customersincedate there is a lot of additional functionality added when the field is included in a screen (like...
on
29 Dec 2008
Blog Post:
Self Service Workarounds
Jeff Richards
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...
on
13 Mar 2009
Blog Post:
Suppressing Tabgroup display
Jeff Richards
If you want to suppress the default tab bar then you can override it. For example when working in the context of the My CRM menu you may wish to call a "new" or "find" page. If we used Response.Write(CRM.GetPage()); then the existing default menu would display. In my example given...
on
31 Oct 2009
Blog Post:
Uploading Documents to the Library with the ASP COM API
Jeff Richards
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...
on
8 Oct 2007
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