In order to work around an issue with Dashboards I am building a simple ASP page which displays two lists side by side. One list displays all outstanding communications for the user, the other displays all outstanding communications for the Team the user…
Custom fields are a simple and effective way to get more from your software. You can rename the headings and simply use the fields to record extra information or use the fields to help manage your lists and filter them for improved reporting.
This session…
To make things easier to find when you're working with large lists of employees in Sage 50 Payroll, you can add alternate row colours to the list.
Open the alternate row colour article to find out more
In Sage 50 Accounts, y ou can add alternate row colours to the lists in each module. This makes things easier to find when you're working with large lists of records or transactions. Find out how: Open the alternate row colours knowledgebase article
Hola, buenos días.
He actualizado de la versión 2020R2 a la versión 2022R2 y las listas no se adaptan a la pantalla del explorador, ¿Hay algún truco para hacerlo?, porque la verdad es un desastre...
Gracias.
Help please! I believe there is a way to do this. However, I have forgotten how.
When you open a list from My CRM, nothing appears on the list until you hit the filter button. Is there a way to get the system to load the data automatically without having…
To make things easier to find when working with large lists of records or transactions, you can add gridlines and colour to the lists in each module. Read about gridlines > Read about adding colour >
To make things easier to find when you're working with large lists of records or transactions in Sage 50 Accounts, you can add gridlines to the lists in each module.
Read more >
To make things easier to find when you're working with large lists of records or transactions in Sage 50 Accounts, you can add gridlines to the lists in each module.
Read more >
I am having an issue with a list page and I am wondering if this is just how the system works or if there is something that I am not doing correctly on the page. I have a situation where the user is in a different time zone than the company that they…
Is it possible to adjust the display width of a list page? I have the following list page and I would prefer that the Reference number did not "wrap" to the next line. Is there a way to force this column to always default to a fixed width?
I want the…
Sage CRM has an integration with Mailchimp which I have written about in a series of articles beginning with " Mailchimp, An Introduction ".
I have seen some discussion within the forums about how the integration works and I thought it would be useful…
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…
This article is about the client side API.
Specifically this article is concerned with how to write a script to handle the information within a grid and then apply an action to the cells, row or columns of the grid where more than one criteria is needed…
The screen shown below is the Person Summary screen from Sage CRM.
The screen is built from HTML that has been returned from the Sage CRM application running in the web server as a result of a request sent from the browser.
In this example it is…
The Client Side API contains methods that make it much easier to select rows, columns and individual cells for manipulation. Properties can be set, new data displayed in tool tips and the style of each cell can be changed.
The documentation contains…
In the communications table we have comm_note and comm_email. If the comm type is email, the details go into comm_email otherwise it goes into comm_note. All well and good. A customer of mine has a good reason to want to see the notes in a list. The communication…
If someone could point me in the right direction I would be really grateful.
As the subject suggests I am currently building a CRM List Object within an ASP page which does not reference Metadata. The list itself is working and returning the data as…
Hi Everyone,
I'm having an issue with the .NET Web Class. I have created my page and it is doisplaying the data, but the CRM List that I have added is not displaying correctly with the pagination. I have used the following to create the instance of…
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…
Help!
I need to export a list from a custom entity. The custom entity's list page was generated using .net (RunListPage).
I found an example on the community on how to do this with an asp page. However, I cannot find any assistance in doing this in…
I have a list that is being shown using a block. The list has a filterscreen created. This all works fine. List displays, filters etc.
I try to add a button to the screen using crm.addButton and I get a javascript response of button added but button…
I have a .net class that displays a list of opportunities for all company ids in a list.
This works perfectly.
However, I would like to add the default opportunity filter box to the screen as well. What the heck am I missing? No matter what I try…
Deletion is not an option. There are historical communications, meetings, etc that may need to be reviewed.
How can we hide the Inactive/Archive (or on or the other) from every list in the stupid system. How is this not a default behavior.
I'm fully…
