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 discussed calling Stored Procedures from within Sage CRM before in the the article " Using the COM CRM.CreateQueryObj() to call a Stored Procedure ". From that article it can be seen that it is possible to call stored procedures where ever a QueryObject…
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…
How can we tell what version has been installed? The patch and version of the software is announced on the Logon Screen. Again within the product you can check the version by going to My CRM> Preferences and clicking the About CRM button. The version…
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…
Has anyone created a .Net DLL implementation of a pipeline page for a custom entity? This should:
- work with My CRM / Team CRM
- support filter panel
- support clicking a pipeline section to auto-filter the list
I would like to provide a screen to a customer with a file upload control on it.
Does Sage CRM .net have a concept of a file upload control similar to what asp.net mvc has here: http://www.c-sharpcorner.com/UploadFile/sourabh_mishra1/fileupload-in-Asp…
Hi Everyone,
I'm having an issue with the .NET Web Class. I have created my page and it is doisplaying the data, but the CRM List that I have added is not displaying correctly with the pagination. I have used the following to create the instance of…
I am currently faced with the task of creating an account (company record) from a person record in Sage 200 CRM 7.3. The mappings are defined in a custom entity.
Coming from a mvc background, I was thinking about creating a c# class with a method in…
We are experiencing inconsistent results when saving a new Opportunity record created using a .Net DLL application. The application displays metadata screen panels from the Person, Address and Opportunity entities, all on one form. Pressing Save button…
The customer has elevator technicians out at customer premises completing PDF forms that get posted to a portal. The staff in the office needs to perform the following processes on each document.
1. Create a communications 'ticket' record that has custom…
Hi,
As part of a project I have a custom mail merge .NET component that performs the document merge on the client machine. There are various reasons for this that I won't go into right now. However, what I need to be able to do is when the merge is…
I'm having an issue with the redirection from the URL("343") action. The PrevCustomURL variable is not working correctly.
The ASP code I've found is as such:
var strURL=new String( Request.ServerVariables("URL")() + "?" + Request.QueryString ); myBlock…
I was using SetContext("entity", "ent_entityID");
to set context in dot NET for Custom Entity which works spot on for Sage CRM 7.3.a
but when client updated to Sage CRM 7.3 SP2.1 same thing starting to show DOTNET errors and it stop doing what it…
I have a requirement to show child records on a parent record's screen, similar to the way quote lines are displayed on a quote screen. The parent and child entities are custom entities.
(I'm fairly new to Sage CRM and just getting started with the…
Hello,
I have a piece of code for Sage CRM 7.3 SP1 which doesn't preserve data after post-back when CRM validation fails.
Based on my analysis, I was able to retrieve data from the initialized entity after the fill method is applied but the method…
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…
I have a solution where I call the standard Communication Edit screen (ACT=363) from a hyperlink on a .net Page. I need to be able to save the communication and then redirect back to the original .net page.
Does anyone have any suggestion as to how…
