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Blog Post:
Adding a new Panel to a Summary screen e.g. Company Summary
Jeff Richards
A screen like the company summary screen has a very particular structure because it is partially defined in meta data and partial has its structure hard coded into the system action being called. The detail of this is discussed in the article " Changing a Summary Screen (e.g. Company Summary Screen...
on
2 Nov 2016
Blog Post:
Adding Clientside Code into Dynamically Built Workflow Action screens
Jeff Richards
I had a conversation with a participant at one of the recent Bootcamps regarding the use of clientside code in dynamically built workflow screens. This topic has also appeared in the Forums with the community site. The partner's customer had a requirement that when a user was processing an opportunity...
on
28 May 2010
Blog Post:
Injecting javascript into system action screens with no Custom Content field
Sage CRM Team
** 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...
on
21 Apr 2009
Blog Post:
The Client Side CurrentUser object
Jeff Richards
In every screen (entrygroup) where you can add javascript (<script>) into the custom content box you can reference the clientside CurrentUser object. You can see that this has been used in several articles in the blogs such as " Controlling Buttons using Client Side code " And other...
on
2 Sep 2011
Blog Post:
Clientside control of fields in Search screens including detection of grids and lists
Jeff Richards
This tip is a modified product of a conversation that took place between a couple of my colleagues in the UK and US. The need was to find a technique that would allow the easy clientside control of fields with the search screens. It had to be clientside because the technique was needed for the hosted...
on
17 Jul 2009
Blog Post:
Making ServerSide objects available to ClientSide code (onChange and Custom Content scripts)
Jeff Richards
If you have started to code with Sage CRM you will know that the world is seemingly divided into two, ServerSide and ClientSide. The objects and properties that we can use ServerSide can not be used within the browser. We have useful methods like CRM.GetContextInfo() which we use in Create Scripts, Validation...
on
29 Apr 2009
Blog Post:
Intelligent Selects
Jeff Richards
Fields such as the user selection list (oppo_assigneduserid) are examples of a type of field known as an Intelligent Select The intelligent select in edit mode displays additional structures, a search box and a magnifying glass image. The search box associated with the intelligent select or user select...
on
10 Feb 2008
Blog Post:
Working Client Side with User Select Lists
Jeff Richards
A customer had the need for a field on their company screen that works superficially like the highlighted section in this picture of the new communication screen. Really what the customer wanted was to have a field that contains a list of user names. The user names need to get added to the list by the...
on
7 Sep 2007
Blog Post:
Changing Search Select Advanced display fields
Sage CRM Team
CRM allows you to change the display fields used in an Search Select Advanced (SSA) field but it does not give you control over the order of the fields displayed. The following function, placed in the custom content of the screen, will allow you to change the order of the display fields: <script>...
on
6 Apr 2009
Blog Post:
Quotations in onChange Scripts
Jeff Richards
Sage CRM uses JScript as its internal scripting language. And within JScript string literals can be included in your scripts by enclosing them in matching pairs of single or double quotation marks. Double quotation marks can be contained within strings surrounded by single quotation marks, and single...
on
28 Dec 2007
Blog Post:
How would you go about changing the font color of a caption in CRM?
Jeff Richards
How would you go about changing the font color of a caption or field in Sage CRM? Below is a screen shot from my own system. This is the system that I use for testing ideas and proving concepts. The system has been integrated with a Sage BMS and the image below shows a customised opportunity summary...
on
26 Jan 2018
Blog Post:
Adding Google Charts in Sage CRM screens using Client Side code
Jeff Richards
A customer had the requirement to display certain numeric data graphically within their Self Service site. Their requirement was to turn a field displaying numeric data on their public site into a 'widget'. They could have used a create script on the field and Sage CRM's own CRMGraphicBlock...
on
12 Apr 2012
Blog Post:
Identification (ID) of Checkbox Fields in Clientside Code
Jeff Richards
Checkbox controls (like Radio buttons) will have to be handled differently to other CRM field type within HTML. The way they are rendered in HTML must be taken into account. Checkboxes can theoretically be grouped on the same input name. In fact Fields in Sage CRM that are defined as Checkboxes in meta...
on
25 Nov 2007