Using Open Source Code to extend Sage CRM's interface.

1 minute read time.

Sage CRM is highly customizable. Its architecture provides implementers with lots of possibilities for optimising the user interface around customers needs. It has a powerful set of APIs and native resources that can be used to adapt the interface. In the case of Sage CRM's client-side API, this uses script libraries that are imported within the interface. The technique also allows 3rd party libraries to be used that may affect even greater changes to the interface.

Jeff Tweardy, from CAT Consulting, has been using a set of Open Source Code libraries published by CRM Together. These resources are published by CRM Together under the MIT License. The MIT License is a permissive free software license originating at the Massachusetts Institute of Technology which puts only very limited restriction on reuse.  

Jeff Tweardy writes "Sage CRM has solid integration with Sage accounting systems. But, there are some efficiencies that can be gained by adding data to the Company Summary screen to provide data more readily to the users."

Jeff used the CRM Together libraries and specifically the chart functionality to improve CAT Consulting own integration by helping sales users get a quick look at their Customer's performance.

The image below shows the company summary screen that includes Sales Data MTD, YTD etc and also a Chart of Sales By Month. 

If you have been using other Free or Open Source code within your Sage CRM projects then please do share your experience below in the comments.