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Introduction Sage CRM is integration-ready straight out of the box. It can integrate quickly with Sage BMS products, as well as other external applications through secure, standards-based web services and APIs. In this article I want to discuss the different…
You can add a button
In a custom ASP page
In a the code of a .NET assembly
In a an existing system screen
Buttons in an ASP Page
If this is in an ASP page then the code for a simple button to call an external ASP page looks like
var strCallASPButton…
You may have a need to redirect from a custom page written using the COM ASP API to a .NET assembly.
I have written about redirecting from COM ASP page before in the article " Redirecting to an ASPX (ASP .NET) Page from a Classic COM ASP page "
The…
You may have a business requirement to cascade a change through the child records of a company. I have discussed previously how a table level script can be used to update all opportunities if the company is reassigned to a new account manager. See the…
In the image below we can see the Company Name is displayed in an opportunity list that is in the context of the company and so that column is redundant and does not need to be shown.
The list is created by the opportunitylist system action which…
Entities such as Case and Solution use a reference field as an alternative key. This is the 'ticket' number (case_referenceid, soln_referenceid) that is used as a public and convienent way of identifying each record.
In the default demo system the fields…
This article has come from a very experienced colleague in Australia.
Introduction
Microsoft SQL Server 2005 added new system tables to assist in the system reporting. Three of these tables in particular are written to every time a query is run. Microsoft…
I have written several articles in the past about the importation of data into Sage CRM. This article then is a 'header' record that attempts to bring these different thoughts together.
It is certainly not unusual for a partner to occasionally need…
I have discussed in a previous article how customization can be carried out on a PipeLineGraphic chart used in a system built page, for example on the Opportunity List page in the My CRM tab area.
The PipeLineGraphic block is available within the COM…
It is possible to take an existing entity,either one that you have added to the system or an existing table such as notes, and allow it to be workflowed. The technique below will be effective for both custom tables and existing system tables. Using the…
When working with CRM you may have a requirement to know the servername and install names with which you are working.
System Options
There are a few nice techniques that we can use in ASP pages. For example the COM API has a method that allows us…
The diagram below shows the general architecture of Sage CRM. Here you can see very clearly that the .NET API is an alternative and NOT a replacement for the COM API which is currently used to build application extensions with ASP pages.
Both…
Hello,
I seek a little advice as i am new to this (external accessing) concept.
From what i understand, is that an external access to Sage CRM in a secure and the only way can be achieved by using Web Services which are using Sage API.
However…