Browse By Tags

  • Blog Post: 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...
  • Blog Post: Reports and Graphs using Key Attribute Data

    Reports and Report Charts can only be built from views. So If we want to create a Report Chart that uses Key Attribute Data then we must first create the view. The structure of the tables that holds the key attribute data is complex and trying to work this out on our own to build a view would be a deeply...
  • Blog Post: Making a Private Group (Target List) Public

    What happens if a user spends a long time in creating a static group of contacts/records only to discover that they made it private and it can't be shared with colleagues? One little oddity in Sage CRM is that once a group has been created as a private group the interface doesn't provide a mechanism...
  • Blog Post: Creating a Dynamic Group in Sage CRM using the COM object TargetLists

    The COM API has an object within it called TargetLists. This object can be used within internal script (Validate, Table Level Script etc) to create both Dynamic and Static Groups. Below is a simple example of the object being used in an ASP page to create a Dynamic Group. You will see that I had...