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Creating Groups on Custom Entities in Sage CRM
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...
11 Feb 2011
636-17268 - Report prints HTML code in the communication: email text field
Summary: HTML code can be seen in the communication: email text column in a report. Symptoms: If the 'Communication: email text' field is used in the report contents of a report, the text is in HTML format, and not in just plain text. Workaround: Copy the text from the column, paste it into notepad...
20 Mar 2015
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
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