Browse By Tags

  • Blog Post: Allowing Views that Return Duplicate Person records to be used in Group definitions

    Please see the article " Reports, Saved Searches and Groups " for background information on how Groups are defined in Sage CRM. This article is relevent when needing to create Groups that are based on a view that returns multiple instances of the same person record. This maybe because of...
  • Blog Post: Adding Workflow Capability to a Secondary or Custom Entity

    It is possible to take an existing entity,either one that you have added to the system or an existing table such as notes, and allow it to be workflowed. The technique below will be effective for both custom tables and existing system tables. Using the Library table as an example Add a libr_workflowid...
  • Blog Post: Controlling Top Content

    Above is a screen shot that shows a default opportunity summary page. At the top of the page is the frame that contains the TopContent information. Sometimes this is called the context information. In this screen the TopContent brings in data from the Opportunity, the Company and the Person entities...
  • Blog Post: Automatically Filtering Reports on Custom Entities by the Currently Assigned User in Sage CRM.

    It is a common business requirement to add new custom entities into Sage CRM. This can be easily done either by using the Advanced Customization Wizard or by using the slightly more manual process of adding the new table under the Administration screens. See: Administration -> Advanced Customisation...
  • Blog Post: Uploading Documents to the Library with the ASP COM API

    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...
  • Blog Post: Adding Custom Actions to Find Screens

    There is a previous article, " Action buttons on Custom Entity Find Screens " This post explained how to recreate a find screen but I am now going to consider adding a new Action button to an existing system find screen. (See below) For example you may have a requirement to add a new call...
  • Blog Post: Fields Available to an E-mail Template for a Custom Entity

    I have written before about E-mail Templates in Sage CRM. See " Fields Available in Email Templates ". In one of the comments added to that article I mentioned that Custom Entities only use the view vSearchListUser. This is not the whole story as that implies that only fields contained in...
  • Blog Post: Schloss Schwanberg Part 3: Creating the Self Service ASP page to Capture the Lead

    This is the third of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions/default.aspx You can read the all...
  • Blog Post: Ensuring a New Custom Entity has Mail Merge capabilities

    In order to make sure that your new Entities can use the server side Mail Merge they must have been created using the new Advanced Customization Wizard for Sage CRM v7.1 SP2. It is important to realise that this is an edited version of the wizard designed for use with the new version. If you have...
  • Blog Post: Creating a New Entity using COM API ASP

    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...
  • Blog Post: Some Thoughts about the Hard Deletion of Records

    I used to work for a Dutch software company. In their product there was a feature that would scour the application database and hard delete any data that failed certain referential integrity checks. I have never liked the idea of hard deleting data as it is so permanent. In the case of the software above...
  • Blog Post: Schloss Schwanberg Part 1: Starting the Case Study - Setting Up the Self Service Site

    This is the first of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions/default.aspx The first thing that...
  • Blog Post: Adding Advanced Find and Mass Update and Groups for a Custom Entity (Project) in Sage CRM

    The article will take you though the steps to add a custom entity to the Advanced Find screen. To do this you will need to have already created the custom entity. I have made the assumption that you have created an entity called Project. Once we have the Project entity in existence...
  • Blog Post: Adding a Link to the Notes table for a Custom Entity using the COM ASP API

    This article discusses how the Notes table is linked to the parental record using the idea of the ForeignTableID and ForeignID fields. Below you can see that I have added the Notes table to a Custom Entity (Project). There are 3 main screens that we need to cover. The idea of the List screen...
  • Blog Post: Recent List Customisation

    This article looks at how the recent list interacts with custom entities. There are 4 components to consider that make up the functionality of an entity’s recent list: • The code that adds a record to the recent list. • The find hyperlink (entity name and image in the recent list) and...
  • Blog Post: Filing e-mails against custom entities

    * The code in this article has been updated to fix a bug that caused it not to work for any entity that did not have a prefix that matched the entity name * A while back Jeff Richards wrote a blog post about how to add a button to the communications tab of a custom entity to send an e-mail just like...
  • Blog Post: Grabbing and Using Company and Person Context in Some Custom Entity ASP pages

    A little while ago I wrote an article called " Adding the Document Drop Plugin into a Custom Page ". That article provided the code to include activex plugin into a custompage to allow upload of documents to the library. The orginal article's code that the company and person records were...
  • Blog Post: Real Time Data Views.. How do they work?

    You might have heard about something called Real Time Data Views but you may be wondering what they're all about. Well if you are a Sage ERP developer and you are creating a SOAP or GCRM integration with Sage CRM or you already have a SOAP or GCRM integration with CRM then read on... The concept...
  • Blog Post: Schloss Schwanberg Part 2: Defining the Lead Screens for the Self Service Site

    This is the second of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions/default.aspx You can read the first...
  • Blog Post: Action buttons on Custom Entity Find Screens

    Below is a picture of the Company Find screen.. This is the standard system screen. But can this screen be duplicated for new entities such as "Project". The answer is very nearly yes. In the code for a Project Find screen that I have presented here you should be able to see some of the items...
  • Blog Post: Schloss Schwanberg Part 7: Displaying Guest Information

    This is the seventh of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions/default.aspx You can read the all...
  • Blog Post: Join me at Schloss Schwanberg for the Wedding of the Year! A Case Study involving Self Service and new Entities.

    As the an exercise for a training course we have created a Case Study called "Schloss Schwanberg". This describes a wedding venue business that owns a small Castle that provides a service to couples planning a wedding. The castle, its chapel, great hall and grounds could be hired for their...
  • Blog Post: Schloss Schwanberg Part 5: Creating the Booking Management page.

    This is the fifth of a series of articles that will walk you through the Schloss Schwanberg case study. You can download the case study used at the conference here: https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions/default.aspx You can read the all...
  • Blog Post: How can I build a multiblock edit screen?

    I was recently asked about how to handle the problem of having multiple screen blocks on the same page than when you attempt to move the page to edit mode you get a nasty locks message. The problem occurs because both blocks are attempting to place an entry in the locks table to reserve editing rights...
  • Blog Post: Displaying an Image on a Custom Entity Page

    This article has been prompted by a forum question and builds on an earlier article I wrote called " The display of a photo or image in the person screen ". That article discussed how to provide the facility to upload an image that is then displayed on the person summary screen. But what about...