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  • Selection Field: List a group of non-CRM using employees.

    This is how Cornerstone set this up:

     "Project Manager" is a user select field. All project managers are disabled/deactivated users, as they do not use CRM.

    Now I'm trying to integrate a new sales channel with a new operations team (project…

  • More thoughts about look up field types

    Some time ago I wrote an article called "Sage CRM EntryTypes used in the COM ASP API" in which I listed the different EntryType codes that can be used to define fields (Entries).

    I explained that within an existing system you can check which…

  • An essential guide to Selection Lists and Intelligent Selects: A round up of articles that discuss selection entry types

    Sage CRM allows fields to be defined for the interface that are defined from a wide range of different entry types. The entry types in Sage CRM control the field behaviour, the type of data that may be entered and how the field is rendered as HTML in…

  • User Select in ASP (reports)

    Hi I have some code that worked perfectly fine in 7.1 but after upgrading to 7.3SP2 I have an issue where a user select field (without metadata) fails to display the list of users however works perfectly fine in 7.1. Haven't tested on 7.2.

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