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  • 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: 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...