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  • Mail Merge Button in ASP-Page

    Hello,

    I found this article on the CRM Accelerator help pages, where it is stated that you can perform a mail merge on a specific document via a "one click button": http://accelerator.crmtogether.com/index.php?title=Custom_Mail_Merge_App. I want…

  • How to Merge Data from Opportunity into Word Document

    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…

  • White Box over Top Frame

    I am having an issue with an ASP page for a custom entity.  There is a white box covering a portion of the top frame and I cannot determine what is causing it.

    This is what it looks like...

    It is the white area just under the black Sage CRM bar.  It is…

  • Unexplained characters causing syntax error

    I am experiencing an error when running an update to sql from an ASP page.  The page has worked in the past and I am not sure what is causing it to fail now.  I can see the error in the log.  However, I do not know what is causing it.

    Aug 28 2020 3:12:39…

  • Display of TOP content different for CRM objects and ASP or .Net pages

    Hello team,

    have the following problem with the display of TOP content.
    It should be displayed as shown here with the FAV icon and extended information on the right.

    This works in the ASP file and in .Net

      

    But if I now go and attach an crm object that…

  • Getting screen field value to a variable in .asp

    How can I get and assign the value of an field (advance sesarch list) in a screen to a variable in a .asp?

  • Advanced Customization Entity Wizard: issues with Recent List and images

    I've recently added several new entities to a demo CRM, all using the Advanced Customization Entity Wizard.  It seems that half the time everything works fine, but it's not uncommon that the new entities do not display in the Recent List after navigating…

  • Button to refresh the screen after save

    Is it possible to refresh the current page with a button?

    I know that a user can refresh the screen by clicking the refresh button up by the URL.  However, is it possible to put the same functionality in a button on an ASP page.

    Sadly, not all users are…

  • Sending Emails in ASP COM API



    Sage CRM offers a very simple MessageBlock object that you can use for your own pages. This object can either be used automatically to send a message without an interface prompt or it can create a form allowing the details of the email message to…
  • Sage CRM 2021: Using additional parameters passed from a tab or button in a .NET application extension.

    It is possible to pass an additional parameter from a tab or a button. Please see the article "Passing an additional parameter to a .NET dll or ASP page from tab and buttons".

    This article will consider two different approaches that for using…

  • Sage CRM 2021: Passing an additional parameter to a .NET dll or ASP page from tab and buttons.

    It is possible to pass an additional parameter from a tab or a button. The allows a developer to use a single main entity point within the application extension which can then use the extra parameter as a flag to cause Sage CRM to process the page differently…

  • Sage CRM 2021: Controlling field and screen spacing in ASP pages and .NET code.

    Below is a screen shot of the Company Summary screen. Complex screens like this one, either for a system entity or a custom entity, can be built using the APIs.

    A partial rebuild of the Company Summary Screen using the .NET API is actually included in…

  • Sage CRM 2021 R2: Fixing the "Favourites" feature for a Custom Entity

    Sage CRM has a great feature — Favourites. All primary entities have the ability to mark them as favourite and access them easily from user Favourite list.

    We can extend this feature for custom entities as well. If you have used Advanced Customisation…

  • Embedding Sage CRM Screens (ASP & .NET extensions) in External Applications

    This article has been written for partners who need to be able to call Sage CRM screens in the context of external applications. This is not such a strange idea as there are several partners who have created add-ons to MS Office or to other desktop products…

  • Cleansing data submitted by users in the COM API

    Securing web applications can be tricky. One surefire way securing the system is to lock it in a box, where no-one can switch it on, much less enter data into it. Unfortunately, this is not the making of a useful CRM system. In Sage CRM there is a feature…

  • Using a Website gadget to include a custom script page in an Interactive Dashboard

    Sage CRM has a wide range of different gadget types that can be included in the Interactive Dashboard.

    Below you can see that I have created a custom Dashboard which includes List Gadgets, Chart Gadgets and a Record Summary Gadget. There is also a custom…

  • Visual Studio snippets available for partners to download

    If you work with Visual Studio then a library of snippets has been added to the General Development Resources folder that is available to all partners within the community. This is a resource that will prove very useful for you when customising the Sales…

  • Integration with External Systems and the Synchronization of Application Data

    Introduction

    Sage CRM is integration-ready straight out of the box. It can integrate quickly with Sage BMS products, as well as other external applications through secure, standards-based web services and APIs.

    In this article I want to discuss the different…
  • Basic Code Structure of a List Page

    The image below shows a new custom page that has been added into the context of the Company in Sage CRM.

    The list displays Quotes that have been sent to the Company.

    The basic structure of a list page script looks like this:


    <%
    var myBlock = CRM.GetBlock…

  • More thoughts about look up field types

    Some time ago I wrote an article called "Sage CRM EntryTypes used in the COM ASP API" in which I listed the different EntryType codes that can be used to define fields (Entries).

    I explained that within an existing system you can check which…

  • Working with TopContent in Sage CRM. A round up of articles.

    This round up article is a result of my process of putting together an answer to a colleague. My colleague had asked me a question about how customizations of the TopContent may be impacted by an upgrade of Sage CRM. In this post I have collected together…

  • Calling Workflow in an ASP Summary Page

    This is article is based on a customer need to display workflow buttons in a an ASP page that handles company records.

    Below you can see that I have created a partial rebuild of the company summary screen.

    Since this example is based on the Company Summary…

  • New Company and New Person buttons in a Custom Entity screen.

    A customer had a requirement for a summary screen for a custom entity to provide a new company and new person button similar to the core system entities within Sage CRM.

    I have assumed that the custom entity pages have been built using the classic ASP…

  • Exporting Records to a CSV file using the classic COM ASP API.

    A customer had the requirement to allow users to export opportunity information to a file that could be opened in Excel.

    I have provided below some example code that is designed to be called from a Button Group associated with the System Action OpportunityList…

  • A round up of articles about creating ASP pages: The essential guide to extending the interface using the COM ASP API.

    Sage CRM can be extended using ASP pages that are able to use the properties and methods of the CRM object. These objects methods and properties allow the custom pages to connect to the system database and produce formatted output to the web browser.…