Browse By Tags

  • Performing arithmetic functions on Currency fields within the browser (Adding fields and creating a total).

    A customer had a requirement to sum the value of two currency fields and place the calculated total in a third field. See the image below. The three new fields in my example are oppo_licensevalueestimate oppo_servicevalueestimate oppo_totalvalueestimate…
  • The Client Side API

    This is a simplified and specialised set of code libraries that will allow easy screen customizations. The API is based on the JQuery syntax although I must stress that knowledge of JQuery is not needed in order to use the API. The API is included…
  • Convert CRM Horizontal Tabs into a Dropdown Menu

    When you start adding many custom entities to CRM, the standard CRM horizontal tabs can become very cluttered. A need arose to group tabs into a dropdown menu. Attached is a js script that rebuilds the CRM horizontal tabs and replaces it with…
  • Sage CRM sData Basics

    I'm looking for samples and introductions on how to access or pull sdata (in particular data relating to the Opportunity entity forecast info) from a Sage CRM and display it on a html webpage. In turn this webpage will be updated as data in the CRM changes…
  • Still on custom screen building but help to convert Javascript to jQuery syntax

    Hi, If anyone has been following my journey to create a list screen with editable checkboxes in aprevious thread, you'll know I've hit a few issues. The basic page works, pretty much how I want it. I have to click the buttons twice to make the page…
  • Merge Input of the Fields into an other Field

    Hello everyone, i've a problem to merge to fields (pers_firstname, pers_lastname) into a new field pers_completename When a user add a new person or edit a person the field pers_complete name should be filled automatically. I am really new to the…
  • The Mapping Component and Sage CRM v7.3

    If your customers like, and use, the Mapping Component, you may encounter an issue when upgrading them to 7.3. The component as it currently stands uses its own jquery library file, and a local copy of the OpenLayer api & style sheet. Both of these…
  • How do I add my custom report in Report Menu - right click panel area list using jQuery?

    Dear All, I want below result using jQuery to add highlighted sublist item(name could be say - Team Report 1). Kindly let me know how can we achieve above ? - not using sage customization way.
  • Using jQuery/javascript in an email template

    I have a customer who created a notification on the oppo entity where a manager gets notified if a salesperson creates an oppo with a forecast > $100,000. In the notification they put the forecast amount in the body of the email however it's not formatted…