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Sage CRM 2018
Searching for a Person by Business Address. An example of codeless customization.
A customer had a business requirement to be able to search for people and filtering them by either their business or home address. When an address is entered into the system for a person a user can specify the type of address as can be seen in the screen below: The default choice for address...
3 Jul 2012
Creating a Codeless Search Screen on an External Database using RunBlock
RunBlock is one of the most useful ways of extending Sage CRM. It is a pure meta data driven approach and can allow us to swiftly create new screens that list and present data from within Sage CRM and from external databases that have been linked in meta data. There have been numerous articles previously...
14 Mar 2012
Component: Person Address Find (Sage CRM 2018)
This component will add an additional Find option under the main menu. This will allow a user to search for a person's address information and be able to filter by the type of address e.g. Business or Home. The search page is built using only Meta Data and RunBlock. The follow are added: ...
4 Dec 2017
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