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  • 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…
  • The Client Side API in Sage CRM: A round up of articles.

    The Client Side API in Sage CRM: A round up of articles.

    There are several articles that show the use of the Client Side API. I hope this is a valuable reference that brings everything together. See There are some Drop-in Demo Code examples of business rules that can be implemented in Sage CRM using the…

  • Using an External Script file to add event code to a field.

    A customer had the requirement to place some rules on the company name field to discourage users from entering characters that were not allowed in business names. Which special characters may be used in a business name will differ between countries…

  • Adding a field to display an Image. e.g. Product Photo

    Below is a screen that shows the product configuration area in Sage CRM. To create this field I added a new field to the NewProducts table within the administration screens. I called my field 'prod_productImage' and used the Entry Type 'WWW URL…

  • Barcode

    The following is a simple example of how to create a bar code, it requires the jquery barcode library which can be downloaded from the web. With custom content we could dynamically create a barcode on our CRM screen, or with HTML mail merge we could add…

  • Hiding Panels in System Screens in Sage CRM

    Screens like the Opportunity Summary, Case Summary and Company Summary page are divided into different panels. Much of the page layout in the current version is controlled by HTML Tables. CSS styles are used to format the display of the tables and their…

  • Detecting Screen Mode in the Client Side API

    Sage CRM Screens can exist in different 'Modes'. The basic two modes that we have to worry about in Client Side code are View and Edit. We can use the fact that in Sage CRM HTML tags are named and have an ID with same name as the physical field in the…

  • Using the Clientside API to control Tabs

    Consider the following business rule. "A customer has a requirement that the Case Tab in the company screen should only display when the Company has an agreed service level agreement and the user accessing the screen is in the 'Customer Service' team…

  • Controlling the RecentList using Client Side Code

    The GoRecent function is held in Sage CRM in an external file which is included in every page. Sage CRM Code Example function doCode() { SageCRM.webMenu.GoRecent('C'); }

  • Defining Namespace References

    In a previous article " Script Libraries: Reusing Client Side Code Between Screens " I discussed how Sage CRM will automatically add any JavaScript file that you add to the custom folder into the header of every page produced by the system. It is…

  • Script Libraries: Reusing Client Side Code Between Screens

    It has always been possible in Sage CRM to share client side code between screens. In Sage CRM we could do this by using a shared external script library. For example if we wanted a set of business rules to be available in both the PersonBoxLong screen…

  • Binding Client Side Script to the onLoad event using crm.ready()

    Sage CRM has a Client Side method crm.ready() which is used to execute scripts once the page is loaded. We do not have to worry whether the browser is Chrome or Internet Explorer. The crm.ready() method will take the browser version into account and…

  • C# .NET Library on Custom Entity

    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…

  • sdata crud

    The following is an example of how to update a field, in this case an Oppo_OpportunityUId, via client side 'Custom Content' using an sdata2/sagecrm2 (CRUD) call. In this example the aim is to copy the hidden Opportunity Id to a new field so that it can…

  • Popup Window Issues in 7.2f1

    On our quote page I've added a button to open a popup window to add a new address for the customer. var buttonaction = crm.url(241).replace("Key0=86", "Key0=1").replace("Mode=3", "Mode=1")+"&PopupWin=Y"; var xURL = "<a id='btnnewaddress' href='#'><img…

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