A screen like the company summary screen has a very particular structure because it is partially defined in meta data and partial has its structure hard coded into the system action being called.
But imagine the business case where you have added new…
Once you have been working with Sage CRM for a little while you will notice that the primary keys (unique ID fields) have been suppressed from the interface. By that, I mean that you can't refer to them directly in Lists and Screens.
This is normally…
Supposing that there is a requirement that when a Company is of a particular type then when an Opportunity is created for that company there should be one set of options to put into the Oppo_type field.
You can see in the above screen shot of…
In the screen shot below you can see that I am looking at a Company Summary screen. A company has a default contact and in my system I have customized the TopContent area to display the phones numbers of the default contact.
The office phone and mobile…
In Sage CRM it is possible to have multiple workflows created for an Entity. For example we may have one Opportunity workflow that is used by a one team for a particular type of sales opportunity and another workflow that is used for a different type…
This article has been prompted by a question I was asked at a recent Developer training course in Johannesburg, South Africa. I wrote some time ago an article called " Field Level Scripting in Search Screens " that discussed scripting in search screens…
An on Premise Sage CRM customer had the the requirement to display the Opportunity Certainty data graphically.
This can be achieved using the GraphicBlock object to create a graphic that can then be displayed by the Caption property of the field.…
A customer had the requirement to hide the column "Assigned To" from the Case List in the MyCRM menu.
but show it in other contexts like company, person and especially Team?
Note : This would be the same idea for any List called from the My CRM…
The screen below shows the default company search screen. You can see that a user can search for "Inactive" companies.
But...
A customer might have the need to stop users from including "Inactive" companies in their searches.
The companies should…
The image above shows the New Task screen. Both the New Task and New Appointment screens allow a user to Create Follow-up Communications.
A customer might have a business requirement to know whether the communication a user is currently entering is…
I have discussed creating logs and audit trails of changes to data in previous articles.
See
Using a Table Level Script to Track Changes to Data Made by Users.
Validation rules don't always mean "Stop!"
But many customers have the much more…
This is a topic that has been recently covered within the forums. Since then I have been asked a few questions about this topic so I thought it was worth a separate article.
Below is the summary screen for an opportunity. This has come from a demonstration…
Many system entities such as Opportunities, Leads and Cases can be assigned to a Team. Custom Entities can also have Teams assigned to them.
For historic reasons the Team field in the database is called channelid.
user_primarychannelid
oppo_channelid…
I thought I had written about this trick before but it appears not!
A customer needed a technique to allow a chart to be displayed at the top of the company screen. This is a bit like the PipeLineGraphic of the OpportunityList or CaseList system screens…
I have assumed that you have created the new entity using the Advanced Customization Wizard. You can download the latest version of the wizard here: https://community.sagecrm.com/partner_community/m/sage_crm_downloads/default.aspx .
I have also assumed…
The requirement to allow the user to fall back to an earlier point in the workflow is usually handled by looping. We can see from the diagram below how a workflow can allow a user to drop back and repeat or cycle through certain workflow states again…
If you are developing a server-side script such as a Create Script, Validate Script or Table Level Script, it is often useful to write debugging information to a log.
I'd like to share with you a very simple function that you can use to write to the…
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.…
In this article I would like to discuss a number of distinct concepts and then bring them together.
Search Select Advanced Fields
Security and Data Access
Dynamically Changing Field Properties using an Internal (Create) Script
Imagine a business…
I have discussed elsewhere how we can reuse functions across different create scripts either in the same screen or between different screens.
One technique is the use of either a specialised table to hold the script definitions or the use of custom_captions…
In the image below we can see the Company Name is displayed in an opportunity list that is in the context of the company and so that column is redundant and does not need to be shown.
The list is created by the opportunitylist system action which…
The Values() and FormValues() collections are serverside methods that are analogous to the ASP Request.Form() and Request.QueryString() collections. In an ASP page we can see the submitted values of the HTML form by examining the Request.Form() collection…
If you have started to code with Sage CRM you will know that the world is seemingly divided into two, ServerSide and ClientSide. The objects and properties that we can use ServerSide can not be used within the browser. We have useful methods like CRM…
When you edit or add a new address for a person in Sage CRM you are invited to specify whether the address is a Business address or a Home address.
This choice is then shown on the address list for the person.
The default choice for address type…
The idea behind this article is that you can use the normal document upload to upload a picture file into the library. That image can then be displayed on the person summary screen. You will have to change options on the libr_type top allow files of type…