Please see the article " Reports, Saved Searches and Groups " for background information on how Groups are defined in Sage CRM.
This article is relevent when needing to create Groups that are based on a view that returns multiple instances of the same…
This article is related to the previous discussion " Cloning a Person and assigning to a new Company ".
In a default install of Sage CRM it is not possible to merge a person record with another person that is attached to a different company.
You…
This article will discuss
1) 2 methods to programmatically control the refresh of meta data. 2) The display of the old style workflow configuration screen that governs the marketing workflow Background The existing workflow rules for the marketing tables…
If you are working with SQL Server you may have read in the System Administration guide that when installing Sage CRM the SQL server main install needs to have a case insensitive collation. A binary collation, or a case sensitive collation, is not supported…
How can we tell what version has been installed? The patch and version of the software is announced on the Logon Screen. Again within the product you can check the version by going to My CRM> Preferences and clicking the About CRM button. The version…
Sage CRM has a powerful Security mechanism implemented as an automatic alteration of the SQL used to fetch either the application data to the screen or the meta data that controls the availability of features. A user will be able to access a particular…
When working with CRM you may have a requirement to know the servername and install names with which you are working.
System Options
There are a few nice techniques that we can use in ASP pages. For example the COM API has a method that allows us…