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Hi everyone. I am relatively new to SageCRM(2020 R2) & I have to use REST API for getting and posting cases. I am stuck on:
=>To access a Sage CRM record data via the RESTful API, use the following URL format for your HTTP request: http://{server}/sdata…
How do you specify a type value (e.g. "Billing", Shipping" etc.) when adding an Address Entity via the Sage CRM API (webservice.add). I can't see a relevant field in the list below:-
address1, address2, address3, address4, address5, addressid, addressidSpecified…
Hello team,
have the following problem with the display of TOP content. It should be displayed as shown here with the FAV icon and extended information on the right.
This works in the ASP file and in .Net
But if I now go and attach an crm object…
It is possible to pass an additional parameter from a tab or a button. Please see the article " Passing an additional parameter to a .NET dll or ASP page from tab and buttons ".
This article will consider two different approaches that for using the…
It is possible to pass an additional parameter from a tab or a button. The allows a developer to use a single main entity point within the application extension which can then use the extra parameter as a flag to cause Sage CRM to process the page differently…
Below is a screen shot of the Company Summary screen. Complex screens like this one, either for a system entity or a custom entity, can be built using the APIs.
A partial rebuild of the Company Summary Screen using the .NET API is actually included…
I have written before how to call a Sage CRM .NET assembly from the user interface. The Developer Guide and existing blog articles discuss how we can call an assembly from a tab menu, a button group, a hyperlink from a grid and how an assembly can be…
It is very easy to work with communications in the .NET API.
Below are the basic code sample to show how to create either an appointment or a new task.
Note : The CreateAppointment() and CreateTask() require you to reference both the WebObject and…
Imagine you need to create a new entity. I have made the assumption you have created a new Visual Studio project using the Entity wizard in the SDK.
You can click the new button, this will call the default method RunDataPageNew. You will then enter…
Below is some example code that shows how to create a simple list with the Web class for multiple contexts.
Company
Person
My CRM (Selected User)
Team
using Sage.CRM.Controls;
using Sage.CRM.WebObject;
namespace SA_Basic_1
{
class…
So you're having difficulty debugging a .net dll with Sage CRM, you have followed all the instructions in the documentation for setting up debugging but it still doesn't work... Microsoft only knows why sometimes the debugger just will not catch your…
There was a post recently on within the forums that discussed an a problem a partner was having with building a compound screen using the DataPageNew class
public class newOppo : DataPageNew
{
public newOppo()
: base("opportunity", "oppo_opportunityid…
The Problem:
Sometimes you may want to share code across your custom CRM pages that are generated from seperate assemblies. For example you may want to define a Web class for a list page of Custom Entity A and use it in your app factory for Custom Entity…
When using the SDK Entity template to quickly create a set of classes to support a custom entity in Sage CRM. It only mentions one records context within the constructor. These are the properties
FilterByField FilterByContextId
The following code…
I have mentioned hiding ASP pages from history before in the main blog. See the article " The Forward and Back Buttons in Code ".
You need to hide pages occasionally when if they were added to the history it was create nonsensical navigation options…
All partners who develop a solution or an extension face the possibility that someone might misuse the code, copy it, or pass the code off as their own solution.
There are really 2 aspects to the problem.
1 ) Theft of the code 'Invention' - the techniques…
Can we change order for screen panels on Lead so that on Lead Summary tab it shows Lead Company Details Panel first and then others ?
I tried changing the order form
Administration -> Customisation -> Lead > LeadEntryBlock but no good
thanks
Hi Friends!
We are working on upgrading an existing Sage CRM 7.1 to 7.3. We performed the initial upgrade for us and now we are going through all of our customizations to verify that they work and fix as needed.
We are having trouble with our Customised…
After upgrading CRM to 2018 R1, multi line fields stopped working on custom dot NET screens. I used to work fine since the last upgrade.
you can type in the fields but when press enter it does not do line break ?
tried creating new multi line fields…
I upgraded CRM standalone from 7.3 to 2017 R3 recently . I was asked to disable all triggers before upgrade so I did. I assume CRM will enable the triggers automatically but it did not.
Now I have an issue. After a user create a company with person…
