Browse By Tags

  • Media: Component: Derived Fields Assistant (Sage CRM 2018)

    This component can be used to add a meta data description for a field derived or calculated in a view e.g. "select field1+field2 as myfield from table". An existing example of a derived data field that is defined in meta only is the field case_color. Case_color is defined in the view vListCases...
  • Media: Component: Add Child Cases (Sage CRM 2018)

    This component will add the meta data needed to allow a case to be related to another case in a parent child relationship. These 'Sub' or Child cases will be removed from the main list blocks. For example you will not see sub - cases listed directly under the Company tab context. A tab will be...
  • Media: Component: Useful Saved Searches and Groups (Sage CRM 2018)

    This component will install a set of basic Saved Searches, Groups and Advanced Finds. These can be used a data sources for List Gadgets in the Interactive Dashboard. These are suitable for use with the new Interactive Dashboard in the Company Context.
  • Media: Component: Add Budget Status Column (Sage CRM 2018)

    Add a Budget Status Column to the CampaignsList. This is done by deriving a view in the vCampaigns. The derived field will show whether Campaign costs are within budget 'Green', approaching the budget limit 'Amber' or have exceeded budget 'Red' by using a simple icon display similar...
  • Media: Component: Suppress Display of Duplicate Meeting Records in Company and Person Context (Sage CRM 2018)

    In the standard system if the users Susan Maye and Kylie Ward both attended the same meeting with Kieran O'Toole of Eurolandia the separate diary entries for each user would create a separate row underneath the Company. This component will add the meta data needed to suppress the display of duplicate...