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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:
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:
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:
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:
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:
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
Blog Post:
More Adventures with the Library
Jeff Richards
I have been investigating the list of documents that appears under the Company tab group. This is actually part of a set of investigations into the library entity that I am working on. So there will be a few more blogs about documents and the library in the near future. I wanted to find out how to ensure...
on
31 Jan 2008
Blog Post:
But I really, really need to search for the actual comp_companyid!
Jeff Richards
Once upon a time I wrote an article called " But I really, really need to see the actual oppo_opportunityid displayed! " This article looks at how you could use the column alias idea to allow for records to be searched for by the their unique ids. Note : Generally I think this is not...
on
19 Jul 2011
Blog Post:
HTML in the database
Jeff Richards
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...
on
16 Jun 2009
Blog Post:
Adding Fields, Deleting Fields, Views, vSentinel and SQL Errors
Jeff Richards
Sage CRM provides the system administrator with easy ways to add or remove fields from the system. But when you add or remove a field then you will implicity affect views which are based on those tables. And of course views may inturn be based on views. Each of these views in turn are referenced by...
on
26 Feb 2009
Blog Post:
Using Joins in Web Services
Jeff Richards
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.*,...
on
9 Jun 2009
Blog Post:
Tips for Building Views: A round up of articles on views.
Jeff Richards
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,...
on
1 Jul 2009
Blog Post:
Connecting to a Sage MAS ERP 90 Database as a Linked Server within MS SQL Server 2008
Jeff Richards
A Linked Server within MS SQL Server is type of 'alias' within the SQL server that points to an external data source rather than a SQL Server database. This external data source can be in another RDBMS like Oracle or almost any other data system that can be accessed by OLE or ODBC--including...
on
10 May 2010
Blog Post:
Converting default ntext fields from an old install of CRM to nvarchar(max)
Sage CRM Team
This is a SQL script that will solve the problem associated with on-premise accounts that still have some ntext fields in their database from older versions of CRM. The ntext fields do not allow some of the actions that are used in the views of CRM, DISTINCT being an example of one of these commands...
on
11 May 2018