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Blog Post:
Adding Derived Fields in Views into Meta Data
Jeff Richards
I originally wrote about creating derived fields in a view in the article " Custom_Edits and Derived Fields Created in Views ". This discussion is a continuation of the ideas expressed in that article and will show how meta data definitions of a calculated field can be easily added into Meta...
on
30 Jun 2009
Blog Post:
But I really, really need to search for the actual comp_companyid!
Jeff Richards
Once upon a time I wrote an article called " But I really, really need to see the actual oppo_opportunityid displayed! " This article looks at how you could use the column alias idea to allow for records to be searched for by the their unique ids. Note : Generally I think this is not...
on
19 Jul 2011
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:
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:
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