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A customer had the requirement to add a new tab option to the company tabs next to the summary tab option. The tab would contain additional fields that have been added to the company table. In addition the tab and the fields should only be available when…

This article has been prompted by a question I was asked at a recent Developer training course in Johannesburg, South Africa. During the training course we discussed how when a user runs a large report it can place a load on the customer's server which…

The Related Entities feature provides a simple to use and very powerful way of creating adhoc relationships between main entities within Sage CRM. A system administrator can easily create new type of relationship between a company, a case or a custom…

A previous article discussed creating a simple view screen for data in an external database. " Creating a Codeless Simple View/Edit Screen on an External Database using RunBlock ". This articles provides information assumed in this article. That article…

A previous article " Creating a Codeless Search Screen on an External Database using RunBlock " discussed the simple steps needed to create a search page that retrieved data from an external database table. The screen allowed a user to filter and…

RunBlock is one of the most useful ways of extending Sage CRM. It is a pure meta data driven approach and can allow us to swiftly create new screens that list and present data from within Sage CRM and from external databases that have been linked in meta…

You've read the article! ( Adding Extra Buttons to the Group Details Screen ) Now watch the movie! (Please visit the site to view this video)

A business had a requirement to easily see what products have been ordered by their customers. Below shows the products that have been purchased by a company. This was created using the List and Runblock technique discussed in the article and video…

A Customer had a requirement to store additional data about users that were 'Resources' in Sage CRM. The new fields in the User table should be displayed in a page that should only be available when the user was of type 'Resource'. Additional fields…

Many people are asking us if it's possible to add your own custom built entities to the iPhone. Well, the good news is you can!! Below is an example of exactly what needs to be done. Remember, to create a custom entity for use on your iPhone, you would…

The following article explains how you can customize the Outbound Call screens with custom content and additional buttons and expands the earlier article: Customizing Outbound Call Tabs . Outbound calls can be created for different groups. I have looked…

This article is based on a requirement that a customer had to store additional information about each user that was also under the control of the user. The original customer requirement was quite simple, they needed to allow each user to maintain their…

In Sage CRM when a user selects "Get a call" from an outbound call list, they will get a few tabs options at the top of the screen. by default these are Company summary, person summary, quick look, new company, new person, new oppo and new communication…

When you click on the 'New' button in the Main Menu, the system displays the New Company screen. Can we change this behaviour ? The initial reaction might be 'No', as the behaviour appears to be in the DLL; after all we did not select New->Company explicitly…