In Sage CRM development around phone numbers and email addresses needs careful thought. This is because Sage CRM "entities" can be complex. For example, the information for a Company consists of a company record, a default person record and a default…
This is a follow-up to the article I wrote previously called " Understanding the CRMEmailPhoneData table ".
That article explained that the CRMEmailPhoneData is a utility table and that its job is to speed up reports. It holds a row for each company…
If you have spent time looking at the way in which views are constructed in Sage CRM then you may have found the CRMEmailPhoneData table referenced and wondered what is the table's purpose.
I asked a colleague in our development team for some help in…
Below is some simple C# code that shows how to add a new Address to an existing company. The address is inserted and linked to the company and the default contact for that company.
Notes :
The webservice object is called CRMbinding.
The Company…
Please read the article " Some thoughts on Importing Data " as background.
The previous article discussed the different programming techniques that can be used for importing data into Sage CRM.
Web Services
COM Based Mechanisms
.NET API
Direct…
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.…
Imagine you need to retrieve information from CRM via the webservices interface; this query should combine data from multiple tables. In the COM API (ASP pages, self service, table level scripts etc) you could use the QueryObject to build the exact SQL…
Hi,
I've taken a look but, unless I'm blind.. I'm unable to find anything to help me. I'm wanting to change all the addresses for all the "Persons" to be the same as each company. Is there any way (through SQL or CRM itself) to accomplish this? I'm…
Hi Everyone,
I am trying to customize a view that can look up customer number from the entity company and match it with each person associated with that company. The fields that I would like in the view are customer number, company name, business…
Is it possible to add a button/link to the Lead screen which will "unmatch" a Company or Person from the Lead?
It is possible to do by editing the record, saving it with a new Comapny, clicking the "Add or Find this Company link" and selecting the new…
Hi All,
Is it possible to create a screen that contains a list / grid (communications) and a preview window, a view similar to Outlook or any other email applications where you can select an email and preview before opening it?
At present users use…
Hi!
I am looking for a view that I can pull Company info such as Company Name and Company segment, in addition to all contacts within the record . (Not just company primary) Does anyone have a view that handles this request?
Needed:
Company - comp_name…
Hi there everyone,
I tried to remove the address type for companies and person because it was not needed.
I removed the relevant translations for all of it and it worked but now it says Link_PersAddr in the person entry screen and Link_CompAddr in…
When one of our users enters a Lead and then converts it into an Opportunity, the address (lead_companyAddressX) goes to the Company and the user has to enter the (often same) address for the Person record. Can you have lead_CompanyPersonAddress and have…
When we create an opportunity, we go to the Person field first on the opportunity screen to determine what account they are calling about. This is because one person may be associated with multiple accounts. Anyway, we modified the dropdown box you see…
