• Calculations with derived fields – is this possible?

    I used a derived field on a screen (I used the derived field for a calculation). When the screen is called, I get a message saying the field cannot be found along with a Safe Call Exception. I am hoping that I just fudged something up along the way and…
  • Implementing Business Rules using integrated Sage CRM

    I define Business Rules in my training courses as the "operations and constraints that apply to an organization in achieving its goals". This definition encompasses the entire suite of systems used by an organisation, from those that are paper based,…
  • Metadata for Dummies

    Hello All, We have all heard a lot about metadata. I heard this term for the first time on my first day at Sage, during the first day introduction: I was told that Sage CRM is metadata driven. Huh? I must admit - I didn't have the faintest idea what…
  • Building Search Selects without reference to metadata

    I've got a custom page with a custom built list on it. I need to add a person search select on the page. This field has been built without reference to metadata. So far, I have this: You see the advanced search select on the right. Ideally I…
  • Webservices query

    I'm doing a data import/update using a custom application which works via webservices and I've hit a problem. My import data contains a field called region. That region contains data like: Sri Lanka India There are many more. I use this field to do…