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  • Blog Post: Sending Emails in ASP COM API

    This article has been updated to take into account changes made to the product after Sage CRM 61.j. It has subsequently been altered to bring it in line with the coding convetions introduced with Sage CRM 6.2 Sage CRM offers a very simple MessageBlock object that you can use for your own pages...
  • Blog Post: Email and Phone Numbers in CRM

    When building extensions to the product it is quite common to reuse the existing screens and lists in the ASP pages that you add. I was recently asked about some "strangeness" by someone who had added a new page in a self service application that reused the personboxshort to allow the self...
  • Blog Post: Adding Buttons and Customizing the Email Screens

    Sometimes, just sometimes, I am left scratching my head about how to do something in Sage CRM. And then with a little more thinking, and exploration of the product and reading of the documentation I find that it is easier than I expected. An example of this was tracking down how to add Buttons to...
  • Blog Post: Some thoughts about the Library

    I hope that the material that I put here is of use and is relevant to developers and partners implementing CRM. I can't claim all the articles published here under my name as 'all my own work'. I am a magpie of code snippets and will quite happily steal the bright ideas of cleverer colleagues...
  • Blog Post: Read Receipt for Email Sent from Sage CRM

    This article has been edited (31st October 2009) to correct links. Imagine that you wish to know whether a customer has read an e-mail sent from Sage CRM. Sage CRM sends its emails using the de facto standard Simple Mail Transfer Protocol (SMTP). Sage CRM can be configured either to send via Internal...
  • Blog Post: COM API objects available in Self Service

    This article has been updated to correct links Notes In the above image you will see a couple of the rows marked to indicate that there are further notes. Also a feature marked N/A indicates that the method or property is not applicable within that coding environment. It does not however mean that...
  • Blog Post: Checking Progress in Mass Emails

    In Sage CRM you are able to send mass emails from either the Search screens or from the Group (or Target List - pre v6.0) screens via the email button. For example if you logon as the System Administrator you will be able to navigate to the person find screen and search for people with the address City...
  • Blog Post: Filing e-mails against custom entities

    * The code in this article has been updated to fix a bug that caused it not to work for any entity that did not have a prefix that matched the entity name * A while back Jeff Richards wrote a blog post about how to add a button to the communications tab of a custom entity to send an e-mail just like...
  • Blog Post: About the Advanced E-mail Manager (Mail Manager)

    The E-mail Management functionality is installed automatically with any CRM installation. The CRM E-mail Management service runs as a background process on the server (EWAREEMAILMANAGER.EXE) and processes inbound emails according to predefined business rules. E-mail Management requires the completion...
  • Blog Post: Spell Checking in Sage CRM 6.2

    Sage CRM 6.2 added a wysiwyg editor and an integrated spell checker to its internal email client. Below are some of the questions I've been asked about the spell checker. If you are a development partner, please fell free to comment at the end of this article to add more points. Q ) Did Sage write...
  • Blog Post: Sage CRM v7.1: Normalisation makes it more important to use views when using the Record object

    Sage CRM v7.1 has seen a normalisation of the phone, email, company and person tables. I have discusssed this in the article Changing code to cope with the effect of normalisation This means that the when the person or company tables are accessed using the FindRecord() method columns that...
  • Blog Post: Making E-mail templates Read-Only using Clientside code contained in Translations

    The UK PSG team was recently asked to work out how to lock down the Email editor for certain templates. The company wanted to be sure that when certain templates were selected by a user the merged text of the email could not be altered by the user. Those templates when selected needed to become ReadOnly...
  • Blog Post: Fields Available in Email Templates

    Email templates can be designed for use in different contexts. The creation of Email Templates is covered in the online documentation . In the image above you can see that templates can be designed for usage with certain entities. For example, if you choose to create the template for use in...
  • Blog Post: Cloning a Person and assigning to a new Company

    This article has been updated based on feedback from a partner. As a result of a conversation I had with a colleague at the Asian conference I have uploaded a sample ASP page that shows how you can clone a Person record. The sample ASP page demonstrates the code needed to copy a person record and...
  • Blog Post: Sage CRM v7.1: Changing code to cope with the effect of normalisation.

    Normalisation has been carried on the company, person, phone and email tables in Sage CRM v7.1. In previous versions the default phone, fax and emails have been copied from the phone and email tables into columns on the company and person tables. In Sage CRM v7.1 the Phone and Email columns have been...
  • Blog Post: Oh botherations! Shoot, drat and darn!

    It just goes to show that this blog describes tips that could just as well be described as 'traps'. Like most of you I try and use tricks that sometimes inhabit the grey zone between what is possible and what shouldn't be done. The interface has several features that allow us ride on existing...
  • Blog Post: Creating Groups on Custom Entities in Sage CRM v7.1

    Note : I have mentioned Sage CRM v7.1 in the title because that is the version with which I worked. I have created a new custom entity called 'Project' using the Advanced Customization Wizard (aka Entity Wizard, Main Entity Wizard). The requirement: The requirement was to be able to...
  • Blog Post: How to Build Buttons that call the Email Editor using the COM ASP API

    This has article has been corrected and the code reformatted 17th October 2011. I have written before about building buttons that call the inbuilt system actions. The action code for the internal email editor is 1500. We can set up a new SendEmail button on a custom page that will either display...
  • Blog Post: Conditionally send e-mail on entity creation

    It is common to have CRM send out an e-mail on the creation of a new entity. For example you may have an e-mail sent to the assigned user on a new Opportunity notifying them that a the Opportunity has been created and that it is assigned to them. This is achieved by putting a Send E-mail action on the...
  • Blog Post: Validating Phone Numbers and Email Addresses

    This post has been edited (29th April 2009) to using the coding convention introduced in Sage CRM 6.2. If you have explored this idea in Sage CRM you will probably have discovered that the peculiar structure of the phone and email screens means that the regular options for screen based rules are...
  • Blog Post: Sending an Email from a Table Level Script

    Consider this scenario. When an Opportunity is reassigned then an email needs to be sent to the newly assigned user. The Table Level Script needs to fire correctly whether a single Opportunity is reassigned through the user interface or whether a batch of Opportunities are reassigned by another...
  • Blog Post: Printing filed emails using a custom button (for Sage CRM v7.1sp2 and earlier)

    Note: This article discusses techniques relevant for Sage CRM v7.1sp2 and earlier. If you are using Sage CRM 7.2 please refer to the articles that discuss the new Client Side API. Jeff wrote previously about using button groups to add a Print button to a system screen. Using window.print() will send...
  • Blog Post: Some thoughts on accessing the eMail Templates in the COM API.

    Sage CRM allows you to build email Templates and it offers 3 options for sending out emails. But only one of the options allows an obvious way of using the templates. We can use the internal email client which offers us access to the email templates. These are only available via the interface and...
  • Blog Post: I know what you have done... now what do I do? Leverage the results of your E-marketing Campaign

    Following on from my blog about viewing the results of our E-marketing Campaign ; now we look at how you can use those results to create a more targeted and effective marketing strategy. We've already seen how we create an E-marketing Campaign and gotten our results back. So how do we use these...
  • Blog Post: The Email Marketing Programme Explained

    Building on my previous blog entry, let's take a look at what the steps in your email marketing programme mean in a little more detail. Strategy A consistent & long-term strategy is essential for successful email marketing. After all, if there is no overall plan as to the WHY & WHAT...