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Blog Post:
How to Create a Secondary Entity for a new Custom Primary Entity
Jeff Richards
This article shows the steps that I went through to create a secondary entity that is a child of a Custom Primary Entity. The business scenario that I imagined was that I had a new Primary Entity called Project that was created using the Advanced Customization Wizard. I needed to create a secondary...
on
8 Jun 2010
Wiki Page:
492-16649 - Unable to use a multiplication symbol in SQL statement
Support team
Summary: Using the multiplication operator (*) with SeletSql() causes an error. Steps to Reproduce: 1. Add the attached custom APS page (TESTmulti.asp) to a menu (e.g. the User menu). 2. Run it. It should display a list of quotes created by the current user. Expected result: The quotes displayed should...
on
29 Mar 2016
Wiki Page:
536-17173 - Missing vertical scrollbar in custom ASP page
Support team
Summary: On a custom ASP page that contained an iframe there were issues with the scrollbars on the iframe because of the javascript in the asp page was attached to the window.onload event. Cause: For example if you bind to the onLoad event using javascript: window.onload = function() { doLoad(); } It...
on
11 Apr 2014
Wiki Page:
492-16667 - How to: Creating a custom merge to Excel
Support team
Summary: A customer had a requirement to merge data from Sage CRM to Excel. Currently, Sage CRM only supports mail merges to Word - they were wondering if this is possible with a custom ASP page. How to: There are a number of ways of generating XLS files from a classic ASP page. Here's a couple of...
on
29 Apr 2014
Blog Post:
Working with TopContent in Sage CRM. A round up of articles.
Jeff Richards
This round up article is a result of my process of putting together an answer to a colleague. My colleague had asked me a question about how customizations of the TopContent may be impacted by an upgrade of Sage CRM. In this post I have collected together some of the different articles that I think are...
on
15 Apr 2016
Blog Post:
Cleansing data submitted by users in the COM API
Robert Hurson
Securing web applications can be tricky. One surefire way securing the system is to lock it in a box, where no-one can switch it on, much less enter data into it. Unfortunately, this is not the making of a useful CRM system. In Sage CRM 2017 R2, we’ve added a new feature that should allow partners...
on
26 Apr 2017