• Blog Post: Video: Adding a New Field to a User Admin Screen

    This video shows how to codelessly add a new field to the user table and have that field displayed and editable in the User Administration screen. For other articles that discuss customizing the User Administration screens please see How to Add an Extra Tab Option to the User Admin tab menu (AdminSingleUser...
  • Blog Post: Video: Using RunBlock and Lists for Codeless Customization

    For more technical detail about using RunBlock for Codeless Customization in Sage CRM please see the following articles. Creating Lists using RunBlock An Example of Codeless Customization: Adding Extra User Record fields to the interface RunBlock is a technique that is also very import...
  • Blog Post: The (Even More) Interactive Dashboard - creating a custom third party web site gadget (Google Maps example)

    I’d like to share with you a feature of the Interactive Dashboard in Sage CRM v7.1 that many of you may not be familiar with. The Custom Website Gadget allows you to interact your CRM data with third-party websites. What does this mean I hear you cry! Well the best way to explain is to...
  • Blog Post: Formatting your Quote and Order Reference Numbers in Sage CRM

    I was recently asked about what the options were for formatting the quote and order reference numbers in Sage CRM, other than the default values provided, as organisations often use quite different formats for numbering them. The reference id appears once the continue button has been clicked on the screen...
  • Blog Post: Customise Default Quick Appointment Duration!

    Hi All, Here I am demonstrating a little workaround about how to re-set the Quick Appointment duration from 30 mins (default - selected) to a 60 mins (default), or to your preferred choice, from the quick appointment duration selection box for creating a Quick Appointment. Go to : Administration...