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This is a SQL script that will solve the problem associated with on-premise accounts that still have some ntext fields in their database from older versions of CRM. The ntext fields do not allow some of the actions that are used in the views of CRM…

How would you go about changing the font color of a caption or field in Sage CRM? Below is a screen shot from my own system. This is the system that I use for testing ideas and proving concepts. The system has been integrated with a Sage BMS and the…

A screen like the company summary screen has a very particular structure because it is partially defined in meta data and partial has its structure hard coded into the system action being called. But imagine the business case where you have added new…

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…

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…

A customer had the requirement to display certain numeric data graphically within their Self Service site. Their requirement was to turn a field displaying numeric data on their public site into a 'widget'. They could have used a create script on…

In every screen (entrygroup) where you can add javascript ( And other articles discuss how the CurrentUser object could be used to extend the functionality further by making reference to the current users team or checking whether the user has info manager…

There are 4 core entities in the system that have progress tables. Lead Opportunity Cases Solutions There are default workflows provides for these entities and in most implementations of Sage CRM the powerful feature of the graphical workflow…

Hi All, Here I am demonstrating a little workaround about how to re-set the Quick Appointment duration from 30 mins (default - selected) to a 60 mins (default), or to your preferred choice, from the quick appointment duration selection box for creating…

I had a conversation with a participant at one of the recent Bootcamps regarding the use of clientside code in dynamically built workflow screens. This topic has also appeared in the Forums with the community site. The partner's customer had a requirement…

Note: This type of customization has become easier in Sage CRM v7.2 using the new Client Side API). The fields in screens are output with clear 'IDs' that allow the control of the field caption and data to be very easy. The HTML that makes up the…

This tip is a modified product of a conversation that took place between a couple of my colleagues in the UK and US. The need was to find a technique that would allow the easy clientside control of fields with the search screens. It had to be clientside…

You only need to follow the tags " List Page " or " List Block " to see that there have been lots of articles written already about how lists can be customized. In this article I want to step back and bring all these points together so we can see the…

If you have started to code with Sage CRM you will know that the world is seemingly divided into two, ServerSide and ClientSide. The objects and properties that we can use ServerSide can not be used within the browser. We have useful methods like CRM…

CRM allows you to change the display fields used in an Search Select Advanced (SSA) field but it does not give you control over the order of the fields displayed. The following function, placed in the custom content of the screen, will allow you to…

There are 3 ways of refreshing a screen in CRM. 1. The best way for a user to refresh a screen, for example a listing of Communications under the My CRM area, is to click the tab in the menu. This recalls the URL and refreshes the page safely. This is…

When you create a new company using the standard system behaviour the Address and Person contact details that you provide get recorded into their separate tables and foreign key references are recorded on the company table to indicate which address and…

Fields such as the user selection list (oppo_assigneduserid) are examples of a type of field known as an Intelligent Select The intelligent select in edit mode displays additional structures, a search box and a magnifying glass image. The search box associated…

Sage CRM uses JavaScript as its internal scripting language. And within JavaScript string literals can be included in your scripts by enclosing them in matching pairs of single or double quotation marks. Double quotation marks can be contained within…

Checkbox controls (like Radio buttons) will have to be handled differently to other CRM field type within HTML. The way they are rendered in HTML must be taken into account. Checkboxes can theoretically be grouped on the same input name. In fact Fields…

A customer had the need for a field on their company screen that works superficially like the highlighted section in this picture of the new communication screen. Really what the customer wanted was to have a field that contains a list of user names.…