Hey there!
I only started working with Sage (we use version 2019 R2) a month ago so please bear with me if the answer is too obvious.
Is there a comprehensive tutorial on what needs to be done when creating a new table so that it works in conjunction…
Jump_to_start_in_orders_when_finished_editing_a_line_L2.docx We have observed that once you make/ save changes in the LINES tab/screen, you are automatically brought back to the "home" tab (we expect, as in all prior version, that we would stay in current…
Sage CRM has a feature called Button Groups that allows a system administrator to add buttons to System Screens.
You can add buttons to most system screens by using the Button Group feature.
Adding Buttons and Customizing the Email Screens
Adding…
One of the common requirements that I hear during my conversations with partners and customers who are implementing Sage CRM is that at different points within a workflow or business process the organisation may need to make a user concentrate on only…
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 customer had the requirement that when a Person was selected from the Sage CRM RecentList, as in the image below, the NotesList associated should be displayed rather than the Person Summary screen.
When the Person is selected from the RecentList …
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…
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…
I have written another article that discusses how to add an extra button to the Saved Search Screen .
That article discussed how most system screens can have additional action buttons added to them using the Buttons Group feature. But two important…
Sage CRM has a feature called Button Groups that allow a system administrator to add buttons to System Screens. I have discussed Button Groups in several articles.
Adding Buttons and Customizing the Email Screens
Adding Buttons and Customizing the…
This article shows the steps that I went through to create a secondary entity that is a child of a Custom Primary Entity.
The business scenario that I imagined was that I had a new Primary Entity called Project that was created using the Advanced Customization…
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…
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.…
Normally when you enter a SQL Tab condition associated with an option in a Tabgroup you can either work with the current entity in context or the current user in context. But what if you want to control the tabs for the Admin Screens in the user area…
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…
Hoping someone can assist me in understanding how address data appears in the data tables and back out to Sage CRM. On the company record, I see two areas where the company address is presented..On the company summary tab and on the address tab. When…
I have a custom Entity - "Building"
That entity has a child entity called "BuildingAddons"
Child was created using the methods outlined here https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2010/06/08/how-to-create-a…
Hey guys,
I've created an external table connection to a view in an external database. I've created the appropriate screens/blocks inside my asp page and everything works great. However my problem is when I search for records and click on the hyperlink…
I'm having an issue with the tabs on my .net pages. Pages are created inheriting the dll classes (DataPageEdit, DataPage, etc)
If I don't include GetTabs("customentity"); in the buildcontents override it shows the tabs of the parent entity. However…
Is there a way that the TABS on function are highlighted when there is data / information saved on them? For example, you have a function - main screen has multiple tabs - we want to be able to see right off which tabs have data entered in them. thanks…