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  • Blog Post: Who's been looking at my data? Recording access to Company and Person screens

    I have discussed creating logs and audit trails of changes to data in previous articles. See Using a Table Level Script to Track Changes to Data Made by Users. Validation rules don't always mean "Stop!" But many customers have the much more straight forward business need...
  • Blog Post: How to track a SData provider request to see the SQL that is fired.

    Perhaps you want to control the logging to see the REST request get handled and then see the database interaction. You may want to see how SQL changes between users (e.g. Mayes/Admin/Ebden) and how that may effect the XML payload returned. To see that information you need to set the logging level...
  • Blog Post: Write to the CRM logs in a server-side script

    If you are developing a server-side script such as a Create Script, Validate Script or Table Level Script, it is often useful to write debugging information to a log. Jeff has blogged about a technique for doing this using the Scripting.FileSystemObject. I'd like to share with you a very simple...
  • Blog Post: An example of when to test as the System Administrator

    When I lecture I stress the need to test any system changes that are made with a user other the System Administrator. This is because of all the override rights that a System Administrator has, and therefore System Administrator may not experience the same problems that a standard user would see. But...
  • Blog Post: Tips for Building Views: A round up of articles on views.

    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,...