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Sage CRM 2017
Adding Advanced Find and Mass Update and Groups for a Custom Entity (Project) in Sage CRM
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...
20 Dec 2017
Adding Derived Fields in Views into Meta Data
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...
30 Jun 2009
HTML in the database
It is a general rule that in CRM data fields are not supposed to hold HTML which can then be passed directly back to the interface. This is by design. So if you store a string in a text field like "<a href=https://community.sagecrm.com>https://community.sagecrm.com</a>" then...
16 Jun 2009
Finding %, _ and other Special Characters in SQL
I have just spent a frustrating few minutes trying to quickly find where '%' codes are used in translations. Of course '%' is a special wild card character in SQL. The same is true for '_' and other characters. Don't do : select capt_code, capt_family from custom_captions...
13 Feb 2009
Customizing the Opportunity Pipeline Summary Information
Can we customise the "Statistics for All stages" that appear next to the pipeline in My CRM / Opportunities? The pipeline graphic and its associated statistics are driven from within the dll and have no definition within meta data. This means that we have no obvious way of changing the data...
30 Jan 2017
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