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Controlling Top Content
Above is a screen shot that shows a default opportunity summary page. At the top of the page is the frame that contains the TopContent information. Sometimes this is called the context information. In this screen the TopContent brings in data from the Opportunity, the Company and the Person entities...
19 Jan 2008
** Note a better technique is described in this blog post ** One of the very nice features of CRM is the Custom Content field on screens. They allow you to enhance the functionality of screens and add business logic to be processed client-side, making for a smoother user experience. But there are...
21 Apr 2009
Using AJAX to access server-side objects client-side (for Sage CRM v7.1 and earlier)
Note: This article discusses techniques relevant for Sage CRM v7.1 and earlier. If you are using Sage CRM 7.2 please refer to the articles that discuss the new Client Side API. *** See my recent blog post for information about an AJAX gotchya *** *** See my recent blog post for a different...
21 Apr 2009
A new example component has been added to the resources section for development partners to download. The purpose of this component is to make the management of escalation rules easier in implementation of Sage CRM where there are a large number of rules to manage. When working with large number of Escalation...
3 Jul 2009
Gotchya when using AJAX in CRM Customisations (for Sage CRM v7.1sp2 and earlier)
Note: This article discusses techniques relevant for Sage CRM v7.1sp2 and earlier. If you are using Sage CRM 7.2 please refer to the articles that discuss the new Client Side API. Previously I blogged about using AJAX in CRM Customisations. I found a bit of a gotchya that can cause data-loss. Please...
2 Nov 2009
Calling ASP Pages from Classic Dashboard Blocks
In versions earlier than Sage CRM v7.0, the classic dashboard tab of the My CRM area is a customizable page that contains information most relevant to the way a user may work. The classic dashboard can display report graphics, links to reports, and information contained in different types of blocks which...
5 Apr 2008
Pixel Perfect gadget contents with jquery
I thought I'd share this: so I'm trying to create a custom gadget that displays a map and I want it to resize to fit the size of the gadget in a flexible layout. I needed a method of finding the height and width of the IFrame. It turns out this is very easy to do with some simple jquery. ...
1 Mar 2012
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