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In Sage CRM if you have created a new custom entity using the Advanced Customization Wizard then you would have had the option to create a libary page for the entity. This provides a straight forward way of allowing documents to be uploaded into the library and associated with the custom entity. Below...

Occasionally you may customer requirement to store relatively large numbers of documents associated with a company, person or opportunity record outside the main librabry mechanism. As an example of this requirement imagine an organisation that sells design services to real estate developers. Such a...

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...

A customer had a requirement to be able to automate the inclusion of existing files into the CRM library structure. The scenario is that a file is created by another business process e.g. "Northwind Order Processing". That file then has to be added to CRM. This is not the first time I have...

If you ever wanted to upload a file into SageCRM via web services you will like this post. Thanks to some help from Dublin this example will show you how to do just that. The trick is this, you have to first create the library entry into CRM and then grab that record ID and use it when you upload the...

Sage CRM offers the ability to search using Keywords across all entities but this keyword searching does not extend into documents that may have been uploaded into the library. As you can see from the screen shot displayed below, it is possible to easily integrate Microsoft Indexing Services into...

In the demo data there are a few company records that have entries in the comp_librarydir field that do not match the usual format of such data. You can see some of these in the image below. New company records that are added into the system will follow the correct pattern. The inconsistency...

You only need to follow the tags " List Page " or " List Block " to see that there have been lots of articles written already about how lists can be customized. In this article I want to step back and bring all these points together so we can see the range of options that we have...

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...

I have been investigating the list of documents that appears under the Company tab group. This is actually part of a set of investigations into the library entity that I am working on. So there will be a few more blogs about documents and the library in the near future. I wanted to find out how to ensure...

The document upload into Sage CRM is designed to allow the easy upload of files on an Ad Hoc basis. The document upload feature (at the time of writing this article) differs slightly depending on which browser you use. But it can be time consuming to add groups of files to company and person records...

A customer had the requirement to allow users to export opportunity information to a file that could be opened in Excel. I have provided below some example code that is designed to be called from a Button Group associated with the System Action OpportunityList. When the page runs it will create a...