accpacSession = new AccpacSession();
accpacSession.Init("", "XY", "XY1000", "67A");
if (!accpacSession.IsOpened)
{
Console.WriteLine("open");
accpacSession.Open("ADMIN", "ADMIN", "SAMINC", DateTime.Today…
accpacSession = new AccpacSession();
accpacSession.Init("", "XY", "XY1000", "67A");
if (!accpacSession.IsOpened)
{
Console.WriteLine("open");
accpacSession.Open("ADMIN", "ADMIN", "SAMINC", DateTime.Today…
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…
Hello,
My company updated to Sage 50 2020. Since then a program, we wrote, that was working before (Sage 50 2017) stop working.
Diving into the code I found that the CompanyIdentifier is not longer being populated and comes NULL, basically I am using…
Below you can see that I have created a new List Page with a PipeLineGraphic for a Custom Entity.
The List Page has been created using the ListPage specialised class of the .NET API.
You can see the code below.
////////////////////Code Starts//////…
A new component has been added to the Example Components & Developer Resources (All Versions) download section. The new component will add two new tabs to the My CRM menu. The tabs will display the Companies and People assigned to the logged on…
It is possible to dynamically change the Coaching Captions displayed in a screen.
In the article "The control of Coaching Captions in a screen", I explained how coaching captions are stored in metadata and then displayed on the screen.
We saw…
In this article I want to explain how coaching captions are stored in metadata and then displayed on the screen.
In the screen shot above you can see that I have added a coaching caption to custom page. This page is actually a custom dll built using…
A customer uses an external system to generate marketing emails to contacts. These contacts exist as records in their accounting system that is integrated with Sage CRM. This means that the contact exists in both Sage CRM and the Sage BMS but because…
A customer asked me whether the SOAP Web Services were an extension of the .Net API or a separate API built on top of the COM API.
Below is a diagram that is frequently used to explain the Sage CRM Architecture.
This diagram represents the hybrid architecture…
A customer had the need to use a DLL to bring together and display data as the first screen that the user saw when they logged on into Sage CRM.
Below is a simple screen shot that shows a DLL built using the Sage CRM .NET API as the first screen a user…
This is not my first article about Sage CRM's .NET API and those of you who are members of the Developer Program will know that you have access to a series of articles that discuss the API in the gated area of the community. In addition there a short…
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…
Querying Data in an external Database using QuerySelect in the .NET API.
In the COM API you can specify the target database you want to run a query against using CreateQueryObj.
For example
[code language="javascript"]
CRM.CreateQueryObj ("select * from…
You do not need to use the Project Templates to start a new .NET Project.
The steps below show how you can start a new Project using Microsoft Visual C# 2010 Express. You will easily be able to adapt this to Visual Studio 2012 or other IDEs able to use…
This article has been prompted by a question about what API options exist to allow customization to include an editable CheckBox within a Grid or List. There are a few places in Sage CRM where lists are displayed with an editable CheckBox.
One…
You are probably used to changing the build properties of a project and altering the output path that determines where the DLL gets created, as in the image below
But there is another way of handling the distribution of the DLL. Visual Studio has a…
One of the Sage 200 development partners had read Jeff Richard's blog post about 'cloning' records in the COM API, (Using the COM API to Clone a Record) and asked if there was a .NET API version. As far as I could tell there wasn't…
For an introduction to this code please see the article "Adding a Button to Generate an SData feed based on Current Context using the ASP/COM API"
The code listed below is the C# equivalent.
[code language="csharp"]
using Sage.CRM.WebObject;
You can add a button
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 p…
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…
Below is some code that was written to allow records to be entered from the Company Summary screen. I have used cases here but this could be for any entity including custom entities.
The business scenario is
In this article I would like to consider the customization of the both the FilterBox (aka FilterScreen) and the List (aka ResultsGrid) used in a ListPage class.
I have written about the use of the ListPage class previously.
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. …
