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Blog Post:
You may need to recreate views manually
Jeff Richards
Please note that this is not an exhaustive discussion and but simply represents the things that come to my mind when seeing this error. Why does it appear? The can be several reasons why this message appears and it usually comes when there has been a change in the configuration of the system. This...
on
25 Feb 2009
Blog Post:
Allowing Views that Return Duplicate Person records to be used in Group definitions
Jeff Richards
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...
on
7 Mar 2011
Blog Post:
Building Cross Database Views for Reporting
Jeff Richards
You may need to reference data held outside of Sage CRM and within another application's database for a variety of business requirements including Reporting Graphing Reports within CRM are based on views and so if the SQL within a view can provide a way of accessing data...
on
1 Jul 2009
Blog Post:
The Design of Web Service Applications and Performance
Jeff Richards
My hope is that if you have attended any of my presentations about the Web Services interface for Sage CRM you will have taken away with you an impression of the importance of the design of the client application and how this would affect performance. The source code for the sample application which...
on
2 Oct 2009
Blog Post:
Getting the Database DataType for a field
Jeff Richards
Occasionally you may be faced with a requirement to know what database datatype a field is before you start to work with it. This type of information is not held in the custom_edits table - only the Sage CRM entrytype is held there. These are all documented in the developers guide. We may also have...
on
25 Feb 2009
Blog Post:
Reports and Graphs using Key Attribute Data
Jeff Richards
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...
on
8 Sep 2007
Blog Post:
The Journal Table
Jeff Richards
I was tempted to start a new series of articles called " Mysterious Tables of Sage CRM " but since this is supposed to be a sensible library of "Hints, Tips and Tricks" I have resisted. Nevertheless, there are a few tables in the Sage CRM database that whose purpose may be obscure...
on
3 Sep 2018
Blog Post:
Discovering Data Relationships in Code
Jeff Richards
You may have a business requirement to cascade a change through the child records of a company. I have discussed previously how a table level script can be used to update all opportunities if the company is reassigned to a new account manager. See the article " A Table Level Script to update Opportunities...
on
13 Sep 2010
Blog Post:
How to add mobile number to My Contacts List block
Jeff Richards
A query was raised recently about how to add fields, such as Mobile Phone Number, to the My Contacts list block. This query can be answered in 2 parts; firstly how to do retrieve the data we want to display and secondly from where, or from what view, does the List block retrieve it's data. We...
on
20 Nov 2007
Blog Post:
How to display an oppo_opportunityid or another primary key in lists and reports.
Jeff Richards
Once you have been working with Sage CRM for a little while you will notice that the primary keys (unique ID fields) have been suppressed from the interface. By that, I mean that you can't refer to them directly in Lists and Screens. This is normally fine as the keys job is only to allow Sage...
on
9 Sep 2016
Blog Post:
Who's been looking at my data? Recording access to Company and Person screens
Jeff Richards
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...
on
13 Jul 2010
Blog Post:
Why does N’ appear in system generated SQL?
Jeff Richards
You may have seen in the SQL logs that Sage CRM passes strings using an N prefix. This denotes that the subsequent string is in Unicode (the N actually stands for National language character set). Which means that you are passing an NCHAR, NVARCHAR or NTEXT value, as opposed to CHAR, VARCHAR or TEXT...
on
29 Dec 2007
Blog Post:
Some thoughts about the Library
Jeff Richards
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...
on
29 Nov 2007
Blog Post:
TableLevel Scripts and SQL TimeOuts
Jeff Richards
Any SQL statement may take time to run and result in a timeout error. In Sage CRM the general timeout period is controlled within the Administration -> System -> Database screen by setting the Query Timeout field value. This is expressed in seconds and represents the maximum amount of time that...
on
31 Oct 2009
Blog Post:
Step away from the SQL and put your hands where I can see them!
Jeff Richards
Amongst Sage CRM developers there are two almost irresistible urges. The first is the itch to write code and try to solve all problems with "if, else" statements. Those of us who are experienced with Sage CRM will eventually learn that much coding can be avoided and we are gradually weaned...
on
2 Aug 2010
Blog Post:
Database Case-Sensitivity and Connecting to an External Case Sensitive Database
Jeff Richards
If you are working with SQL Server you may have read in the System Administration guide that when installing Sage CRM the SQL server main install needs to have a case insensitive collation. A binary collation, or a case sensitive collation, is not supported for installation. Within the Custom_SysParams...
on
13 Feb 2009
Blog Post:
Adding Advanced Find and Mass Update and Groups for a Custom Entity (Project) in Sage CRM
Jeff Richards
The article will take you though the steps to add a custom entity to the Advanced Find screen. To do this you will need to have already created the custom entity. I have made the assumption that you have created an entity called Project. Once we have the Project entity in existence...
on
20 Dec 2017
Blog Post:
How to track a SData provider request to see the SQL that is fired.
Jeff Richards
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...
on
17 Apr 2018
Blog Post:
Using Quick Notifications to alert users of reassigned records
Jeff Richards
The links in this article were corrected 22nd May 2009. Oh how angry I get with myself sometimes. I am a very stupid person. Someone sends me an email entitled 'a quick question' and in my idiocy I start trying to answer the question and look up nearly 3 hours later to find I have consumed...
on
22 May 2009
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:
Write to the CRM logs in a server-side script
Sage CRM Team
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...
on
1 Oct 2009
Blog Post:
How to filter a pipeline object based on filter screen values
Sage CRM Team
We know that a LIST block can be filtered based on a standard filter screen block via var filter = eWare.GetBlock("MyFilterBoxName"); var list = eWare.GetBlock("MyListName"); list.ArgObj = filter; Can we filter a pipeline object in a similar fashion? Unfortunately you cannot...
on
24 Apr 2009
Blog Post:
Using SearchSQL to limit data returned by selection lists
Jeff Richards
In the screen shot below we can see the demo user "Susan Maye" is limited to assigned the new opportunity to only people in the "Direct Sales" team. This has been accomplished by using the property of the field (a.k.a entryblock) called SearchSQL. The SearchSQL property is discussed...
on
27 Jan 2008
Blog Post:
Making a Private Group (Target List) Public
Jeff Richards
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...
on
23 Jan 2008
Blog Post:
Sage CRM and Security Territories
Jeff Richards
Sage CRM has a powerful Security mechanism implemented as an automatic alteration of the SQL used to fetch either the application data to the screen or the meta data that controls the availability of features. A user will be able to access a particular set of data records to which another user may not...
on
27 Nov 2007
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