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Blog Post:
How do I hide the 'Follow-up' check boxes on a New Appointment or New Task Screen Screen?
Jeff Richards
Below is a screen shot that shows the New Task Screen. You'll see there are some checkboxes that if selected will launch another new communication screen once the New Communication is saved. The HTML that generates these Checkboxes looks like this: <TABLE CLASS=VIEWBOXCAPTION><TR><TD><TD><input...
on
2 Sep 2011
Blog Post:
Using Custom Content Script to Change the Properties of a Field based on Displayed Value (before Sage CRM v7.2)
Jeff Richards
Note: This type of customization has become easier in Sage CRM v7.2 using the new Client Side API). The fields in screens are output with clear 'IDs' that allow the control of the field caption and data to be very easy. The HTML that makes up the display of a field like the comp_name...
on
28 May 2010
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:
CRM.AddContent() & Dummy Field Trick
Jeff Richards
I thought I had written about this trick before but it appears not! A customer needed a technique to allow a chart to be displayed at the top of the company screen. This is a bit like the PipeLineGraphic of the OpportunityList or CaseList system screens. The way this has been added is really...
on
28 May 2010