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Blog Post:
Company and Person Workflow Progress with Tracking tab in CRM
Jeff Richards
Many thanks must go to a colleague in the UK professional services team for this article. Introduction Customers often request the ability to track Company or Person changes in much the same way that CRM offers with Opportunity and Case entities. As standard, CRM does not offer a CompanyProgress...
on
3 Jul 2009
Blog Post:
Field Level Scripting in Search Screens
Jeff Richards
Imagine the situation where there may be a problem with allowing users to search against a entity with out putting in at least one search criterion. You may find the searching against companies too slow if people do not put in the company name for example. If we consider the CompanySearchBox used in...
on
22 Dec 2007
Blog Post:
Setting screen properties within a multiblock ASP page using the COM API
Jeff Richards
This COM API trick for ASP based Application Extensions shows how you can create a screen with 2 (or more) blocks where one of the blocks remains in view mode regardless of the value of CRM.Mode. It is a very simple approach and all you have to do is get hold of the block that you wish to be read only...
on
28 Nov 2007
Blog Post:
Sage CRM EntryTypes used in the COM ASP API
Jeff Richards
I have covered manually building screens, that is without using existing Screen or List meta data definitions in earlier posts. These contain example code that uses the following basic struture of code to build the fields. var customTextEntryBlock = CRM.GetBlock("Entry"); with (customTextEntryBlock...
on
13 Mar 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:
Building a Search Select Advanced Field in ASP
Jeff Richards
I have covered the EntryTypes used in CRM in an earlier article, " Sage CRM EntryTypes used in the COM ASP API ". Below is a simple example showing how to create a Search Select Advanced in an ASP page. var myBlock = CRM.GetBlock("opportunitydetailbox"); var personidBlock = CRM...
on
13 Mar 2009
Blog Post:
Adding Fields, Deleting Fields, Views, vSentinel and SQL Errors
Jeff Richards
Sage CRM provides the system administrator with easy ways to add or remove fields from the system. But when you add or remove a field then you will implicity affect views which are based on those tables. And of course views may inturn be based on views. Each of these views in turn are referenced by...
on
26 Feb 2009
Blog Post:
Changing the Display of Multi Select fields using the Client Side API
Jeff Richards
This article has been prompted by a customer who had a requirement to change the default display of a multiselect field. This article uses the Client Side API. The default display of a field is shown below. The default display shows the data in a comma seperated list. The customer instead need...
on
14 Aug 2017
Blog Post:
Creating a Search Select Advanced Field that links a CRM table to a Parent Table in an External Database
Jeff Richards
A customer had the requirement to be able to create records in Sage CRM that contained lookup fields to another database. In my example I want to be able to create a case and then link that case to a field in an external system. Below is an image that shows that I have been able to link cases to...
on
15 Nov 2011
Blog Post:
Hyperlinking to a parent Custom Entity from a Search Select Advanced Field
Jeff Richards
This is a topic that has been recently covered within the forums. Since then I have been asked a few questions about this topic so I thought it was worth a separate article. Below is the summary screen for an opportunity. This has come from a demonstration system in which little customization has...
on
6 Jul 2010
Blog Post:
Custom_Edits and Derived Fields Created in Views
Jeff Richards
In CRM it is quite common to need to create a view that performs a calculation or derives information to be displayed on screen or in a report. An example of this can be found in the Case management area. For example if you logon to a demo system as Kylie Ward (WardK) and navigate to the My CRM menu...
on
5 Aug 2008
Blog Post:
Working with Selection Lists
Jeff Richards
Supposing that there is a requirement that when a Company is of a particular type then when an Opportunity is created for that company there should be one set of options to put into the Oppo_type field. You can see in the above screen shot of an Opportunity Summary screen that the Company...
on
9 Sep 2016
Blog Post:
Changing a Checkbox to a Selection list
Jeff Richards
Checkbox fields are brilliant for letting a user quickly collect certain types of data. But they do have their limitations and you may discover that you want to be able to store answers such as 'Y' (Yes), 'N' (No), 'M' (Maybe) rather than a simple 'check'. If that is...
on
25 Oct 2010
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
Blog Post:
Altering the Length of Phone Number Fields in the Phone/Email Screen
Jeff Richards
A phone number in CRM maybe configured to consist of 1, 2 or 3 parts. The country code (optional) The area code (optional) and the Number The configuration of the optional parts has been discussed elsewhere on this site. The telephone numbers are stored in the phone table in the CRM database. Physically...
on
5 Aug 2008
Blog Post:
Tips for Building Views: A round up of articles on views.
Jeff Richards
The following is a survey of all the different articles that have discussed creating and editing views within Sage CRM. Understanding SQL views is essential as they under pin just about every feature within Sage CRM and completely determine what can or can't be done in Reports, Marketing Groups,...
on
1 Jul 2009
Blog Post:
Field Identification in Clientside code in Sage CRM screens (including Self Service and Web To Lead)
Jeff Richards
One of the most important tricks that anyone starting to write scripts for use in Sage CRM needs to know is how fields can be very easily identified when they are written out onto the screen. The HTML snippets below are from the CompanyBoxLong screen. In View Mode [code language="html"...
on
10 Apr 2012
Blog Post:
A Universal "Go Back" button in Workflow
Jeff Richards
The requirement to allow the user to fall back to an earlier point in the workflow is usually handled by looping. We can see from the diagram below how a workflow can allow a user to drop back and repeat or cycle through certain workflow states again and again. But what if we need to have a workflow...
on
1 Nov 2009
Blog Post:
Identification (ID) of Checkbox Fields in Clientside Code
Jeff Richards
Checkbox controls (like Radio buttons) will have to be handled differently to other CRM field type within HTML. The way they are rendered in HTML must be taken into account. Checkboxes can theoretically be grouped on the same input name. In fact Fields in Sage CRM that are defined as Checkboxes in meta...
on
25 Nov 2007
Blog Post:
Converting default ntext fields from an old install of CRM to nvarchar(max)
Sage CRM Team
This is a SQL script that will solve the problem associated with on-premise accounts that still have some ntext fields in their database from older versions of CRM. The ntext fields do not allow some of the actions that are used in the views of CRM, DISTINCT being an example of one of these commands...
on
11 May 2018
Blog Post:
An essential guide to Key Attributes. A round up of articles about storing dynamic data for marketing
Jeff Richards
This article provides links to different videos and articles that discuss the creation and use of Key Attribute data. Key Attribute data is data held in Sage CRM for typically marketing purposes and that is captured through question categories in either the main user interface or through the screens...
on
14 Mar 2017
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