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Blog Post:
Creating Groups on Custom Entities in Sage CRM
Jeff Richards
I have created a new custom entity called 'Project' using the Advanced Customization Wizard (aka Entity Wizard, Main Entity Wizard). The requirement: The requirement was to be able to use data from the project table in groups used for outbound emails, and within the Interactive Dashboard...
on
11 Feb 2011
Blog Post:
Understanding the CRMEmailPhoneData table
Jeff Richards
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...
on
19 Jun 2015
Blog Post:
Why do Phone numbers appear in the Company and Person screens when they are stored in the Phone table?
Jeff Richards
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...
on
24 Jun 2015
Blog Post:
Hold the Phone! A round up of articles that discuss Phone Numbers and Email addresses in Sage CRM
Jeff Richards
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...
on
24 Jun 2015