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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…

A new example component has been added to the resources section for development partners to download. The purpose of this component is to make the management of escalation rules easier in implementation of Sage CRM where there are a large number of rules…

Many thanks must go to a colleague in the UK professional services team for this article. Introduction Customers often request the ability to track Company or Person changes in much the same way that CRM offers with Opportunity and Case entities.…

The code below demonstrates how a page like the Preferences screen can be rebuilt in Sage CRM. This particular screen may be needed to be replaced if the business wishes to offer users only a limited set of preferences that maybe controlled. In the default…

Here we can see the basic code structure for an Insert of a new Record expressed in ASP page code. I have used here a new opportunity record but it really could be any record including tables in third-party databases. Please note the comments. if…

I have blogged previously on creating multi-block screens based on a single record. A prime example of that would be when you need to design a page for a new entity that includes both a detailbox and a webpicker. I would now like to consider a Complex…

I was recently asked about how to handle the problem of having multiple screen blocks on the same page than when you attempt to move the page to edit mode you get a nasty locks message. The problem occurs because both blocks are attempting to place…

A screen is called as a result of a hyperlink. This may be a button click, a call from the recent list or any other selection from the interface. A URL of a Case's Summary Screen will look something like this: http://localhost/CRM/eware.dll/Do?SID=198369875659391…

Below is a very simple example of a self service page that allows a case belonging to an authenticated visitor to be edited. The ASP code is found below. The code is comment and discussed below. " HREF=\"eware.css\"> "; var Body=""; var…

This article covers the creation of an editable grid. By this I mean the presentation of data in a spreadsheet like structure, each row in the grid a separate record and each column a separate field. The code sample below is very simple and should only…

The word Block crops up over 1300 times in the Sage CRM developers guide. The word is actually quite a loose term that is used to name some of the Application Programming Interface (API) objects that can be referenced to extend the system. The API objects…