Browse By Tags

  • Media: Clone Person and Switch Company

    This sample ASP page will add the ability to clone a person and assign the record to a new company. To use this page, unzip it and copy it to the custompages folder. You can then use the ButtonGroups feature to add a clone person button to the PersonSummary screen. The person copied will have all...
  • Blog Post: Using the COM API to Clone a Record

    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...
  • Blog Post: Cloning an Opportunity using the ASP COM API

    I have written earlier about cloning or copying existing records. Please see the article Using the COM API to Clone a Record . This article provides a worked example on how you can use that article to add a button to the opportunity summary screen that will copy an existing opportunity record and...
  • Blog Post: Merging Person records attached to different Companies

    This article is related to the previous discussion " Cloning a Person and assigning to a new Company ". In a default install of Sage CRM it is not possible to merge a person record with another person that is attached to a different company. You can see in the image above only the...
  • Blog Post: Adding a Clone Campaign button to Sage CRM using ASP COM API

    Here is an example that uses the Button Group feature added in Sage CRM. You can see from the screen shot above that I have added a button to the system generated Campaign Summary Screen. When the button is pressed, the following screen appears that allows me to provide a new name for the campaign and...