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  • Sage CRM 2021: Controlling field and screen spacing in ASP pages and .NET code.

    Sage CRM 2021: Controlling field and screen spacing in ASP pages and .NET code.

    Below is a screen shot of the Company Summary screen. Complex screens like this one, either for a system entity or a custom entity, can be built using the APIs. A partial rebuild of the Company Summary Screen using the .NET API is actually included…

  • New Company and New Person buttons in a Custom Entity screen.

    A customer had a requirement for a summary screen for a custom entity to provide a new company and new person button similar to the core system entities within Sage CRM. I have assumed that the custom entity pages have been built using the classic ASP…

  • Exporting Records to a CSV file using the classic COM ASP API.

    A customer had the requirement to allow users to export opportunity information to a file that could be opened in Excel. I have provided below some example code that is designed to be called from a Button Group associated with the System Action OpportunityList…
  • A round up of articles about coding for the library and documents

    A round up of articles about coding for the library and documents

    The document upload into Sage CRM is designed to allow the easy upload of files on an Ad Hoc basis. The document upload feature (at the time of writing this article) differs slightly depending on which browser you use. But it can be time consuming to…

  • Understanding the Dedupe screens created by the Advanced Customization Wizard

    A customer had a requirement to understand the way in which the Dedupe screens for a Custom Entity worked. The customer had created a new entity that was the child of Companies and Persons and they had added the look up fields into the Dedupe screen…

  • Working with Default Company Addresses

    If you need to list company default/main addresses you can link from the Company to the Address table. You don't need to link to the address_link table. The address link table is used to keep details about the alternative addresses that might be stored…

  • Custom Entity & Recent List

    I am having a mysterious issue with a Custom Entity and the recent list. CRM is 2018 R2. I created a custom entity in CRM [manually], which is a top level entity, and on a related ASP page I have called the method: eWare.SetContext("AC_Plan",PlanId) Where…

  • How to add tabs to Self-Service Portal?

    Hello, How can I add tabs to self-service portal and then iterate through them? (I want to iterate through them so that i can extract the values and put them to my own HTML content) Any suggestion are welcome. Thanks.

  • installation sage crm

    Hi, I tried to install sage crm but an error message mentioned that the filtre isapi is not installed. However it is installed in IIS. How to deal with it. please help. I tried to réinstall it.

  • AccpacCOMAPI

    Hi there, I have a client on Sage 300 5.6 and have upgraded them to 2020. There was some legacy code written to connect an external program through the AccpacCOMAPI but it is now broken. Specifically, when I try to run this, it fails when trying to…

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