Browse By Tags
Home
»
All Tags
»
Views
ASP
COM
Company
CRMEmailPhoneData
custom captions
Custom Entity
Email
Fields
Graphs
Groups
insert
Interactive Dashboard
Library
List Block
Meta Data
Person
phone
Reports
SQL
System Parameters
Target Lists
translations
triggers
vsentinel
Web Services
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:
Creating Interactive Dashboard List Gadgets for Custom Entities
Jeff Richards
List Gadgets derive their data from 4 different types of data source Saved Searches Advanced Finds Reports Groups When a custom entity is added to Sage CRM using the Advanced Customization Wizard (Entity Wizard) only the table is created. The default behaviour associated with...
on
2 Sep 2011
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:
Choices in Customizing Lists
Jeff Richards
You only need to follow the tags " List Page " or " List Block " to see that there have been lots of articles written already about how lists can be customized. In this article I want to step back and bring all these points together so we can see the range of options that we have...
on
16 Jun 2009
Blog Post:
Creating Groups on External Tables in Sage CRM (E.g. Sage accounting systems)
Jeff Richards
The requirement: The requirement was to be able to use data from an external table in a group definition. This will allow data from a Sage accounting system to be used to build groups of Person and Companies that can then be used for outbound emails, and within the Interactive Dashboard as data sources...
on
11 Feb 2011
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:
Using SData to expose Group-like Data to an External Application in Sage CRM
Jeff Richards
A customer wanted to be able to access groups from an external system. I have written about the way in which groups are defined in Meta Data in the article " Reports, Saved Searches and Groups " and this may be useful as background reading. Groups can be either Static or Dynamic. Static...
on
30 Jul 2013
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
Blog Post:
Understanding the CRMEmailPhoneData table
Jeff Richards
If you have spent time looking at the way in which views are constructed in Sage CRM then you may have found the CRMEmailPhoneData table referenced and wondered what is the table's purpose. I asked a colleague in our development team for some help in explaining the table and the following information...
on
19 Jun 2015
Blog Post:
Why do Phone numbers appear in the Company and Person screens when they are stored in the Phone table?
Jeff Richards
This is a follow up to the article I wrote previously called " Understanding the CRMEmailPhoneData table ". That article explained that the CRMEmailPhoneData is a utility table and that it's job is to speed up reports. It holds a row for each company or person with that company or persons...
on
24 Jun 2015
Blog Post:
Hold the Phone! A round up of articles that discuss Phone Numbers and Email addresses in Sage CRM
Jeff Richards
In Sage CRM development around phone numbers and email addresses needs careful thought. This is because Sage CRM "entities" can be complex. For example the information for a Company consists of a company record, a default person record and a default address. Both the company and the default...
on
24 Jun 2015
<