Visit Sage CRM Main Website
About Sage CRM
Browse By Tags
Allowing Views that Return Duplicate Person records to be used in Group definitions
Please see the article " Reports, Saved Searches and Groups " for background information on how Groups are defined in Sage CRM. This article is relevent when needing to create Groups that are based on a view that returns multiple instances of the same person record. This maybe because of...
7 Mar 2011
Company and Person Workflow Progress with Tracking tab in CRM
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...
3 Jul 2009
Using Joins in Web Services
Imagine you need to retrieve information from CRM via the webservices interface; this query should combine data from multiple tables. In the COM API (ASP pages, self service, table level scripts etc) you could use the QueryObject to build the exact SQL you need. var mySQL = "SELECT Person.*,...
9 Jun 2009
© The Sage Group plc 2019
All Rights Reserved