Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
Hello,
I want to achieve the following behaviour:
Within an opportunity the User clicks a button that opens an asp page. In that page he selects some documents. Now I want that if the user clicks "Save" the choosen document opens from the CRM library…
I have written earlier about cloning or copying existing records. Please see the article Using the COM API to Clone a Record .
This article provides a worked example on how you can use that article to add a button to the opportunity summary screen that…
Please read the article " Some thoughts on Importing Data " as background.
The previous article discussed the different programming techniques that can be used for importing data into Sage CRM.
Web Services
COM Based Mechanisms
.NET API
Direct…
I have blogged previously on creating multi-block screens based on a single record. A prime example of that would be when you need to design a page for a new entity that includes both a detailbox and a webpicker.
I would now like to consider a Complex…
I have a customer who wants to call an external url from a workflow action passing in some query string parameters. I created a new workflow action which calls a custom asp page. This custom asp page uses javascript to call window.open which opens up…
