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Finding Person Records by Email Address using SOAP web services in Sage CRM
A customer had the requirement to be able to retrieve person records in Sage CRM using the SOAP web services based on their email address. On the face of it this looks like this may be a difficult job (but it isn't!). This is because of normalization. The Person and Email information are split...
28 Aug 2013
Understanding the CRMEmailPhoneData table
If you have spent time looking at the way in which views are constructed in Sage CRM then you may have found the CRMEmailPhoneData table referenced and wondered what is the table's purpose. I asked a colleague in our development team for some help in explaining the table and the following information...
19 Jun 2015
Why do Phone numbers appear in the Company and Person screens when they are stored in the Phone table?
This is a follow up to the article I wrote previously called " Understanding the CRMEmailPhoneData table ". That article explained that the CRMEmailPhoneData is a utility table and that it's job is to speed up reports. It holds a row for each company or person with that company or persons...
24 Jun 2015
Hold the Phone! A round up of articles that discuss Phone Numbers and Email addresses in Sage CRM
In Sage CRM development around phone numbers and email addresses needs careful thought. This is because Sage CRM "entities" can be complex. For example the information for a Company consists of a company record, a default person record and a default address. Both the company and the default...
24 Jun 2015
Clarification on Leads versus Person entries
Currently when we receive requests for information via webforms, we import these as Person profiles. Would these be better off (or more logically) imported as Leads instead? In an effort to maximize our marketing efforts, what would be the best or recommended method for importing contact information...
29 Feb 2016
Adding a selection list of Person email addresses to the Email screen
When sending emails from within CRM it's sometimes useful to be able to add in multiple people from the associated Company. To do this you can (this example uses sdata): 1) Create a view on the system to expose the necessary person information. 2) Expose the view by adding it to CRM as a table...
13 May 2016
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