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  • Media: ASP page that searches for text in library documents using Indexing Server

    This ASP page allows full text search of uploaded library files. It integrates the Microsoft Indexing Services query object into the Sage CRM interface. See the article " Integrating Sage CRM with Indexing Services to enable full document search ".
  • Blog Post: How to get the indexer service (Keyword Search) running again

    If you find that your Indexing Server (Keyword Search) stops for any reason you may find that you get a message that looks like this: The CRM search index service has not been run since 21/12/20XX. Please verify that the index service is configured correctly. If the message persists after an IIS...
  • Blog Post: Using a Create Script to control a Search Screen

    The screen below shows the default company search screen. You can see that a user can search for "Inactive" companies. But... A customer might have the need to stop users from including "Inactive" companies in their searches. The companies should still be accessible in...
  • Blog Post: 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...
  • Blog Post: 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...
  • Blog Post: Integrating Sage CRM with Indexing Services to enable full document search

    Sage CRM offers the ability to search using Keywords across all entities but this keyword searching does not extend into documents that may have been uploaded into the library. As you can see from the screen shot displayed below, it is possible to easily integrate Microsoft Indexing Services into...
  • Wiki Page: 632-16966 - When Company selected error is shown and user is forced out of CRM

    Summary: When a company record is selected from the company search screen the following error message is displayed: "functionality not available please contact system admin" The user is then logged out of CRM. Resolution: The issue here is in the user preferences section. The default screen...
  • Wiki Page: 632-16968 - User logged out of CRM after serach on Calendar screen

    Summary: This deals with the calendar tab in My CRM. At the top of the Calendar Screen enter text into the find box and press enter on the keyboard. The user is then logged out of CRM. Workaround / Resolution: This only is happening under the calendar tab, the search field works as expected under the...
  • Wiki Page: 632-16969 - Clear Person on Order - Order doesn't work

    Summary: After searching for a Quote/Order if the user tries to carry out another search the company and person name search fields are populated with the search criteria from the previous search. Even when clear is selected and the user clicks find the names will reappear. Workaround: Go into Team CRM...
  • Wiki Page: 636-17597 - CRM Child Finder exists without error

    Summary: If a user opens an search select advanced find screen within another search select advanced find screen, both will close. Symptoms: When the user tries to open a child find window from another child find window both windows disappears and the user is taken back to Main Find Screen. Status: This...
  • Media: 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: ...