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…
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…
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…
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…
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.…
The image below shows that I have just run a custom ASP report called 'TestReport' from within the general category. The report has popped up and has displayed the graph and the panel I wanted.
There are 2 main things to be aware of when creating…
The document upload into Sage CRM is designed to allow the easy upload of files on an Ad Hoc basis. The document upload feature (at the time of writing this article) differs slightly depending on which browser you use. But it can be time consuming to…
Search Select Advanced Fields are Sage CRM's powerful lookup field type that allows child records to be linked to parents to ensure referential integrity. A user can search for records within an entry screen just by typing in a few letters into searchbox…
Sage CRM is a system that controls its user interface using settings contained in the database. The database doesn't just hold the information about the contacts, companies, tasks and opportunities that are vital to the business, it also holds data that…
Working with reports can be a little frustrating. Consider this listing of the General report category.
And then try and answer the following questions
Which reports have charts?
Which reports show a Gauge?
Which reports are Cross Tabs…
I was going to call this a 'warning from history' but as you read the rest of the article you may realise that the 'updateddate' may never have been filled in.
The eWareQuery object is a fantastically useful tool for on-premise developers to use in…
A customer had a requirement to understand the way in which the Dedupe screens for a Custom Entity worked.
The customer had created a new entity that was the child of Companies and Persons and they had added the look up fields into the Dedupe screen…
A customer had the requirement to automatically enable a person record for Self Service. Normally a user would enable a Person as a Self Service contact from within the main user interface.
So what happens when the CheckBox is clicked?
If you look…
This article as a result of a series of questions I was asked by a customer about Self Service authentication.
The customer had been reviewing some pages that had been written by a partner. The code they were looking at was very similar to this:
…
A Customer had a need as part of a Case Workflow to generate a Self Service username and password for their contacts. They were using an ASP page to do this and asked whether I had any code to generate a password for Self Service.
This is a simple little…
This is a version of the Company Quicklook screen rebuilt using the classic ASP API.
There are buttons to call New Task and New Communication buttons. The button code references the source file and the jump destination.
var fileContext = " &F=companyquicklook…
If you need to list company default/main addresses you can link from the Company to the Address table. You don't need to link to the address_link table. The address link table is used to keep details about the alternative addresses that might be stored…
A customer needed to create a custom website gadget that displayed content. It need to resize to fit the size of the gadget when it was included in an Interactive Dashboard with a flexible layout.
I needed a method of finding the height and width…
I have written earlier about cloning or copying existing records. Please see the article Using the COM API to Clone a Record .
This article provides a worked example on how you can use that article to add a button to the opportunity summary screen that…
I have discussed before how useful SData can be. If you know the feed details then you can use SData to extract data from Sage CRM into all sorts of applications.
But there is a small snag and that is we can't expect users to know that if they want…
You can add a button
In a custom ASP page
In a the code of a .NET assembly
In a an existing system screen
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 page "
The…
A customer had a requirement to add additional buttons to a custom ASP page. These buttons had to be displayed at the bottom of the screen in a way similar to the buttons in the marketing area.
But you can have the buttons appear anywhere you like…
I was asked to provide a demo of how one can build a clickable pipeline graphic using ASP and the COM api.
Attached is a component that adds a Project entity. Project has a stage field with values Alpha, Beta, Delta and Gamma. After installing the…
A customer had a requirement for their users to be able to control some additional preferences.
In Sage CRM most user preferences are held in the usersettings table. These are the settings that control the way in which CRM information is displayed to…