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The two APIs that I wish to consider in this article are mature, well developed and stable. They've been in the product for a very long time. Nevertheless, they are still used and still very much a useful pair of development options. In fact, they both…
A customer had a question on how they could resize a table to fit correctly in their web page.
Below is an image that shows a simple page created by the Self Service API.
The code below shows how the display of List Pages can be controlled in Self…
Sage CRM self service interface enables you to allow your customers, partners, and suppliers to access a subset of your Sage CRM data and functionality over the web whenever they want or need it. It is able to be fully integrated with your own website…
Below is a diagram that presents the general architecture of Self Service in Sage CRM.
The key thing to point out in this diagram is that the people who access CRM data through self service screens are called 'Visitors'. The people who logon into…
About two years ago I wrote a series of articles that supported a Case Study and exercise in the implementation of an instance of Sage CRM with custom entities that needed to be accessed through Self Service.
The case study is called "Schloss Schwanberg…
I wrote some time ago about " Installing Self Service ". That earlier short article discussed that two separate installs of Sage CRM need to be used to set up Sage CRM with Self Service on a different web server and that the Self Service database can…
A customer had the requirement to automatically enable a person record for Self Service. Normally a user would enable a Person as a Self Service contact from within the main user interface.
So what happens when the CheckBox is clicked?
If you look…
This article as a result of a series of questions I was asked by a customer about Self Service authentication.
The customer had been reviewing some pages that had been written by a partner. The code they were looking at was very similar to this:
…
This is the ninth of a series of articles that will walk you through the Schloss Schwanberg case study.
You can download the case study used at the conference here:
https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…
This is the eighth of a series of articles that will will walk you through the Schloss Schwanberg case study.
You can download the case study used at the conference here:
https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…
This is the seventh of a series of articles that will walk you through the Schloss Schwanberg case study.
You can download the case study used at the conference here:
https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…
This is the sixth of a series of articles that will walk you through the Schloss Schwanberg case study.
You can download the case study used at the conference here:
https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…
This is the fifth of a series of articles that will walk you through the Schloss Schwanberg case study.
You can download the case study used at the conference here:
https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…
This is the fourth of a series of articles that will walk you through the Schloss Schwanberg case study.
You can download the case study used at the conference here:
https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…
This is the third of a series of articles that will walk you through the Schloss Schwanberg case study.
You can download the case study used at the conference here:
https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…
This is the second of a series of articles that will walk you through the Schloss Schwanberg case study.
You can download the case study used at the conference here:
https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…
This is the first of a series of articles that will walk you through the Schloss Schwanberg case study.
You can download the case study used at the conference here:
https://community.sagecrm.com/partner_community/m/example_training_case_studies_all_versions…
As the an exercise for a training course we have created a Case Study called "Schloss Schwanberg". This describes a wedding venue business that owns a small Castle that provides a service to couples planning a wedding. The castle, its chapel, great hall…
A customer had the requirement to display certain numeric data graphically within their Self Service site.
Their requirement was to turn a field displaying numeric data on their public site into a 'widget'.
They could have used a create script on…
In my last blog , I gave a simple example of how the escalation service can be used to automate business processes. Here I'm going to give a further example to demonstrate how it could be used - in conjunction with Sage CRM's Self Service functionality…
Self Service in Sage CRM v7.1 and earlier uses the COM API.
Much of the use of the API in Self Service is very similar to the creation of ASP pages as extensions to the main user interface.
I have noted in previous articles the Self Service API is…
Below is a simple diagram showing the architecture of Sage CRM's self service module. You can see that this clearly implies that the Self Service site exists beyond the corporate firewall.
For a company that is using Sage CRM, how do they go about…
You can render a page using
var myBlock = CRM.GetBlock("opportunitylist"); Response.Write(CRM.GetTabs()); Response.Write(myBlock.Execute()); The important thing here is that the Execute() method of the block generates the HTML that is to be returned…
If you are working with Self Service and tried to build a custom button using the techniques discussed in the article " Adding Buttons to an ASP Page ".
e.g.
var strCallASPButton = CRM.Button("ASP","save.gif", CRM.Url("myPage.asp")); myBlock.AddButton…
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…