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In Sage CRM development around phone numbers and email addresses needs careful thought. This is because Sage CRM "entities" can be complex. For example, the information for a Company consists of a company record, a default person record and a default…
This is a follow-up to the article I wrote previously called " Understanding the CRMEmailPhoneData table ".
That article explained that the CRMEmailPhoneData is a utility table and that its job is to speed up reports. It holds a row for each company…
If you have spent time looking at the way in which views are constructed in Sage CRM then you may have found the CRMEmailPhoneData table referenced and wondered what is the table's purpose.
I asked a colleague in our development team for some help in…
List Gadgets derive their data from 4 different types of data source
Saved Searches
Advanced Finds
Reports
Groups
When a custom entity is added to Sage CRM using the Advanced Customization Wizard (Entity Wizard) only the table is created…
A customer had a requirement to see which reports had charts associated with them so they could consider them as Chart Gadgets in their Interactive Dashboard. It is not immediately clear from the standard report screen which reports might have a Pie chart…
The requirement:
The requirement was to be able to use data from an external table in a group definition. This will allow data from a Sage accounting system to be used to build groups of Person and Companies that can then be used for outbound emails…
I have created a new custom entity called 'Project' using the Advanced Customization Wizard (aka Entity Wizard, Main Entity Wizard).
The requirement:
The requirement was to be able to use data from the project table in groups used for outbound emails…
The following is a survey of all the different articles that have discussed creating and editing views within Sage CRM. Understanding SQL views is essential as they under pin just about every feature within Sage CRM and completely determine what can or…
You may need to reference data held outside of Sage CRM and within another application's database for a variety of business requirements including
Reporting
Graphing
Reports within CRM are based on views and so if the SQL within a view…
Reports and Report Charts can only be built from views. So If we want to create a Report Chart that uses Key Attribute Data then we must first create the view. The structure of the tables that holds the key attribute data is complex and trying to work…
I've seen similar questions asked but nothing specific in terms of if it is possible or if there are better ways to do it.
A customer has a request that in a report which runs for single company records only, they would like to get the notes listed…