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Some time ago I was asked about how users of an company intranet could have a logon screen presented to them that was part of an existing intranet page that when completed would bring the user into Sage CRM. In addition, once the user had finished their work inside Sage CRM and logged out they should...

In an ASP page to get the currentusers team or the selected users team you can access this with the normal GetContextInfo method. var intTeam = eWare.GetContextInfo("user", "user_primarychannelid"); var intSelectedTeam = eWare.GetContextInfo("selecteduser", "user_primarychannelid"...

A little while ago I wrote an article called " Adding the Document Drop Plugin into a Custom Page ". That article provided the code to include activex plugin into a custompage to allow upload of documents to the library. The orginal article's code that the company and person records were...

Some time ago I wrote an article " Passing Parameters Directly to CRM on Startup ". The example I gave in that post was a URL that could be sent to someone in an email. The URL hyperlink when followed would prompt the user for a log in and then take them to the standard opportunity list. http...

In this post I would like to consider how you can establish whether a page has just been called via a hyperlink (from the tab) or it has been called because "Save" action button has been pressed. Pages can be called either by direct hyperlinking to them or by clicking a "button"....

A screen is called as a result of a hyperlink. This may be a button click, a call from the recent list or any other selection from the interface. A URL of a Case's Summary Screen will look something like this: http://localhost/CRM/eware.dll/Do?SID=198369875659391&Act=281&Mode=1&CLk...

GetContextInfo() is perhaps the most commonly used method within the Sage CRM API. This is both within internal code (Create scripts, Validate scripts etc) and application extensions which maybe either COM ASP or .NET API. GetContextInfo() returns a named field from the given table based on the current...

The links in this article have been corrected and updated. It might seem that you can't use ASPX pages in the context of Sage CRM, but that is not the case as you can see from the simple example below. You can create a seperate ASP.NET application and integrate it with Sage CRM, the key...

If you do any customization. Then very quickly you start to build hyperlinks that need to bring you directly into the correct context. Consider this partial URL from the Summary tab of the Company context. ...&act=200&key0=1&key1=28&key2=30... The keys can be read to understand...

Please see the previous articles that discuss the Key values in Sage CRM URLs. PreviousDominantKey = -1; DominantKey = 0; CompanyId = 1; //current company PersonId = 2; //person we are CURRENTLY viewing AddressId = 3; //address we are currently EDITING UserId = 4; //user for which we are viewing the...

A screen is called as a result of a hyperlink. This may be a button click, a call from the recent list or any other selection from the interface. A URL of a Case's Summary Screen will look something like this: http://localhost/CRM/eware.dll/Do?SID=198369875659391&Act=281&Mode=1&CLk...