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Blog Post:
Adding Advanced Find and Mass Update and Groups for a Custom Entity (Project) in Sage CRM
Jeff Richards
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...
on
20 Dec 2017
Blog Post:
Recent List Customisation
Jeff Richards
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...
on
29 Aug 2007
Blog Post:
Real Time Data Views.. How do they work?
Sage CRM Team
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...
on
24 Aug 2011
Blog Post:
Referencing records from a Custom Table in a Advanced Search Select field.
Jeff Richards
In the screen shot below you can see that in my customised implementation of Sage CRM, I am able to associate an Opportunity with an record held in an external database. The external table in my system is called 'Contacts' To allow the table to be referenced by an Advanced Search...
on
25 Aug 2016