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  • Blog Post: Building List screens with FilterBoxes

    The code in this article has been corrected and updated (29th October 2009) to bring it into line with the coding convention introduced in Sage CRM 6.2. Custom Pages that contain Search screens are fussy about block positioning. The search block does not work correctly if it is included into the...
  • Blog Post: Getting server side stuff client side (for Sage CRM v7.1sp2 and earlier)

    Note: This article discusses techniques relevant for Sage CRM v7.1sp2 and earlier. If you are using Sage CRM 7.2 please refer to the articles that discuss the new Client Side API. In this post I will be exploring the possibilities of combining the CRM.AddContent method and some javascript data transmission...
  • Blog Post: SID and Key Grabber

    I have been doing a lot of work with client applications comunicating with CRM. One of the best ways to do this is with Web Services. The issue I ran into was, "How do I make my client app awear of what CRM is doing and the context it is at?" This is why I built these two classes to help with...
  • Blog Post: Innovation in business - making CRM work even better

    Since I last wrote, the idea of creativity in business has been swirling around in my mind. The current economic conditions are driving our customers to think more about WHAT they sell - what are the top products, what else could we sell to existing customers, etc. Trouble is, that thinking really...
  • Blog Post: The parade comes to town - Technology For Marketing & Advertising is London bound

    The UK's leading conference for marketers & related disciplines kicks off this coming week in London. Technology for Marketing & Advertising, or TFM as it is colloquially known, is at Earls Court Exhibition centre, February 26 & 27. Over the years, the footfall increases, as does the...
  • Blog Post: CRM in a downturn - our thought leadership piece appears in Director of Finance (UK) magazine ...

    Just a short post now that I am back, after a week away chasing the sun in Cornwall ... Sage UK marketing have secured a double page editorial in the Spring edition of Director of Finance. The magazine, which lands on 15,000 FD’s desks this week, speaks of the imperative of investing in a CRM system...
  • Blog Post: Engagement meets reputation management

    My last post focused on employee engagement & how that intersects with a CRM strategy. In particular, I made a strong point that every CRM strategy needs to be company-wide & have employees at its' heart. A few readers commented on that post and the previous , musing on how social media...
  • Blog Post: "No longer sitting in the big chair" - speaking at mycustomer.com

    TFM&A is over for another year. The folks at United Business Media indicated a footfall increase of 10%, while on the Sage stand, our partners saw a good flow of interest. Happy people all around then ! My colleague Duncan Wood presented a piece on taking CRM Mobile which was well received - similarly...
  • Blog Post: Sharpening the proposition ...

    Over the last week several people have asked my thoughts on how CRM propositions need to reflect the changing times. A couple of threads have been running around in my head, so let's see if I can bring them together. Firstly - I attended a Gartner CRM Summit in the UK last week. The message from...
  • Blog Post: Where do you want your cheese to be ?

    The world is going through a period of change. Boom & bust cycles are a fact of life but this time, some say, it is unprecedented change. Fundamental assumptions are changing & continue to do so. Arguably, unlike previous recessionary times, these changes are happening faster & reaching further...
  • Blog Post: Managing Employee engagement & CRM strategies - it's easier than you think ...

    Last time, I wrote about how & where social media interacts with a business' CRM strategy. For this post, I wanted to move into an area of great personal interest to me - executing a CRM strategy so that everybody really "gets it". In particular, I wanted to focus on employee engagement...
  • Blog Post: Making sure everyone knows where the cheese is going to be ...

    The last couple of posts focussed on awareness of why people buy CRM solutions & the value they wish returned from an implementation. As this blog exists in the realm of the development partner community, I thought it useful to "follow the story" - ensuring that the implementation effort...
  • Blog Post: Talking About Customers ? Focusing squarely on customers is more like it ...

    Here in the UK, the global downturn has brought the challenges of business failure into the everyday media. Nowhere has this downturn been more apparent than among small and mid-sized businesses (SMBs) - Sage UK's traditional heartland. Smaller businesses have seen a slowing customer demand &...
  • Blog Post: Going around in circles? The 360 Degree View in an age of Social Media

    Companies turn to CRM tools and strategies for many reasons. Typically it's an initiative that aims to gather more information, thus providing a better service and, hopefully, a loyal customer. It's the often quoted "360 Degree View" mantra. Criticisms of such initiatives however...
  • Forum Thread: Outlook fails to start (with Version 6.1.n.1)

    Dear all I've got the same problem as the question posted by Hrsto on 28 Apr 2010 with nearly the same subject: When trying to login to the CRM from the outlook integration, I get the error message in german: "Vorgang schlug fehl - Das CRM Outlook-Plug-In hat bei einem Ticket ein problem...
  • Forum Thread: Restrictor between fields

    Who I can make a restrictor between (field from team select) and (field from user select) .
  • Forum Thread: sorting people by surname first?

  • Forum Thread: Escalation and Notification of an Approaching Due Date

    I want to create an escalation rule that will take the date field oppo_date and if it's 3 days or less until that date to notify the assigned user. A few conditions: oppo_status is not complete (so it doesn't bring back finished oppportunities). oppo_opened must be with 1/1/12 or newer...
  • Forum Thread: Error exporting reports to .xls or .xlsx when they contain an integer data type field

  • Forum Thread: Is there a way to use different price lists at line item level?

    I am using Sage CRM 7.1 I have a need to use different pricing lists at the item line level for Quotes and Orders. I notice though that the pricing list is selected at the Header level and once in the line item level, you are limited to what is in the price list selected on the header. Is...
  • Forum Thread: Caption Code with Space Erased, Mass Updating to new Field Possible?

    I have a problem with my oppo_status. Currently there are three options to an opportunity: In Progress, Deleted, and Closed. We have thousands of opportunities that are currently "in progress" but whomever created this status option was able to add a space in the caption code so instead of...
  • Forum Reply: Re: Escalation of Two Different Entities (dual escalation?)

    I'm beginning to wrap my head around this. I booted up MS SQL Server Mgmt Studio and I started running these queries. That's some cool stuff! After going through my results, there's a few factors that aren't being implemented: The oppo_status = 'Ordered' (where would you...
  • Forum Thread: Group Reports

    Is there a way to run communication/activity reports for particular Groups?
  • Forum Thread: Setting field values on screen

    Hi What I'm trying to do is to set a range of fields from one field's oncreate script. I have an address line 1, address line 2 ... I want to do a SQL lookup on address 1 and from there set the value for address line 1 and address line 2 etc etc. I know about the DefaultValue...
  • Forum Thread: Publishing Sage CRM so users can access via the web

    Hi guys, I have a customer who would like to know if it is possible to publish Sage CRM externally so users can logon from anywhere? Regards Paul Leck