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Blog Post:
Sending Emails in ASP COM API
Jeff Richards
Sage CRM offers a very simple MessageBlock object that you can use for your own pages. This object can either be used automatically to send a message without an interface prompt or it can create a form allowing the details of the email message to be completed. An example use of the MessageBlock that...
on
9 Apr 2018
Blog Post:
Email and Phone Numbers in CRM
Jeff Richards
When building extensions to the product it is quite common to reuse the existing screens and lists in the ASP pages that you add. I was recently asked about some "strangeness" by someone who had added a new page in a self service application that reused the personboxshort to allow the self...
on
16 Jul 2007
Blog Post:
Read Receipt for Email Sent from Sage CRM
Jeff Richards
Imagine that you wish to know whether a customer has read an e-mail sent from Sage CRM. Sage CRM sends its emails using the de facto standard Simple Mail Transfer Protocol (SMTP). Sage CRM can be configured either to send via Internal SMTP or via CDONTS. If Sage CRM is set to use Internal SMTP then CRM...
on
31 Oct 2009
Blog Post:
Adding Buttons and Customizing the Email Screens
Jeff Richards
Sometimes, just sometimes, I am left scratching my head about how to do something in Sage CRM. And then with a little more thinking, and exploration of the product and reading of the documentation I find that it is easier than I expected. An example of this was tracking down how to add Buttons to...
on
2 Jul 2010
Blog Post:
Some thoughts about the Library
Jeff Richards
I hope that the material that I put here is of use and is relevant to developers and partners implementing CRM. I can't claim all the articles published here under my name as 'all my own work'. I am a magpie of code snippets and will quite happily steal the bright ideas of cleverer colleagues...
on
29 Nov 2007
Blog Post:
COM API objects available in Self Service
Jeff Richards
Notes In the above image you will see a couple of the rows marked to indicate that there are further notes. Also a feature marked N/A indicates that the method or property is not applicable within that coding environment. It does not however mean that it can't be invoked nor does it mean that sometimes...
on
13 Mar 2009
Blog Post:
Checking Progress in Mass Emails
Jeff Richards
In Sage CRM you are able to send mass emails from either the Search screens or from the Group screens via the email button. For example if you logon as the System Administrator you will be able to navigate to the person find screen and search for people with the address City 'Reading'. In the...
on
13 Sep 2007
Blog Post:
Filing e-mails against custom entities
Sage CRM Team
* 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...
on
23 Jun 2009
Blog Post:
Making E-mail templates Read-Only using Clientside code contained in Translations
Jonathan Jack
The UK PSG team was recently asked to work out how to lock down the Email editor for certain templates. The company wanted to be sure that when certain templates were selected by a user the merged text of the email could not be altered by the user. Those templates when selected needed to become ReadOnly...
on
18 Oct 2011
Blog Post:
Fields Available in Email Templates
Jeff Richards
Email templates can be designed for use in different contexts. The creation of Email Templates is covered in the online documentation . In the image above you can see that templates can be designed for usage with certain entities. For example, if you choose to create the template for use in...
on
3 Sep 2010
Blog Post:
Oh botherations! Shoot, drat and darn!
Jeff Richards
It just goes to show that this blog describes tips that could just as well be described as 'traps'. Like most of you I try and use tricks that sometimes inhabit the grey zone between what is possible and what shouldn't be done. The interface has several features that allow us ride on existing...
on
4 Dec 2008
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:
How to Build Buttons that call the Email Editor using the COM ASP API
Jeff Richards
This has article has been corrected and the code reformatted 17th October 2011. I have written before about building buttons that call the inbuilt system actions. The action code for the internal email editor is 1500. We can set up a new SendEmail button on a custom page that will either display...
on
10 Nov 2008
Blog Post:
Conditionally send e-mail on entity creation
Sage CRM Team
It is common to have CRM send out an e-mail on the creation of a new entity. For example you may have an e-mail sent to the assigned user on a new Opportunity notifying them that a the Opportunity has been created and that it is assigned to them. This is achieved by putting a Send E-mail action on the...
on
24 Apr 2009
Blog Post:
Validating Phone Numbers and Email Addresses
Jeff Richards
If you have explored this idea in Sage CRM you will probably have discovered that the peculiar structure of the phone and email screens means that the regular options for screen based rules are not open to us. The phone number table is invisible in Meta Data - it just doesn't appear in the list...
on
29 Apr 2009
Blog Post:
Sending an Email from a Table Level Script
Jeff Richards
Consider this scenario. When an Opportunity is reassigned then an email needs to be sent to the newly assigned user. The Table Level Script needs to fire correctly whether a single Opportunity is reassigned through the user interface or whether a batch of Opportunities are reassigned by another...
on
1 Sep 2010
Blog Post:
Some thoughts on accessing the eMail Templates in the COM API.
Jeff Richards
Sage CRM allows you to build email Templates and it offers 3 options for sending out emails. But only one of the options allows an obvious way of using the templates. We can use the internal email client which offers us access to the email templates. These are only available via the interface and...
on
10 Dec 2007
Blog Post:
Finding Person Records by Email Address using SOAP web services in Sage CRM
Jeff Richards
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...
on
28 Aug 2013
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on
29 Mar 2024
Blog Post:
Controlling E-mail Forward and Reply Translations
Jeff Richards
Sage CRM has its own internal e-Mail client that allows users to create, send and manage emails entirely within CRM. The image above shows a list of communications for a company that includes emails that have either been been created by the Sage CRM internal E-mail client or have been filed automatically...
on
26 Aug 2014
Blog Post:
Adding Emails and EmailLink records using SOAP web services.
Jeff Richards
Adding Companies and Persons with their associated email address is a pretty easy thing to do in the SOAP web services. I have covered the adding companies with their child records in the article " Adding a Company Entity using the Web Service API ". And if you need to add an extra address...
on
10 Mar 2015
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$content.Content.HtmlName('Web')
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on
29 Mar 2024
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
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