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  • Sage CRM's RESTful API: SData (Part 9 of 10)

    We have seen previously in this series that we can make a request directed at an instance of Sage CRM using SData 2.0 to fetch some data from an entity. http://localhost/sdata/crmj/sagecrm2/-/company('28') The result received when we use SData…

  • Sage CRM's RESTful API: SData (Part 8 of 10)

    I said in my last article that SData 2.0 can not be considered a 'green field' solution because SData has been already used through out Sage CRM right from the start of the move to the new Java based architecture. The desire for compatibility between…

  • Sage CRM's RESTful API: SData (Part 7 of 10)

    The SData standard has always been about enabling all types of Sage applications, whether they are desktop, server, or web-based systems to communicate with each other easily. The standard provides the basis of the RESTful APIs that can be used by our…

  • Sage CRM's RESTful API: SData (Part 6 of 10)

    The classic SOAP web services provide us with an existing set of abilities to create, read, update and delete data. In this article I want to examine those web services in order to explain some of the limitations of the interface and why we can instead…

  • Sage CRM's RESTful API: SData (Part 5 of 10)

    In this article I want to think about security. This is both the security that governs the rights of access to the system and the access that is then granted to a user accpording to the policies implemented within Sage CRM. One of the first things to…

  • Sage CRM's RESTful API: SData (Part 4 of 10)

    In this article I want to consider the way in which the RESTful API allows system administrator to easily extend the reach of the API's access to data across custom entities and views with SData. It is very useful being able to retrieve data using end…

  • Sage CRM's RESTful API: SData (Part 3 of 10)

    In this article I want to start looking at the SData in action and start to understand what the RESTful API offers. And if we are going to work with SData then we need to have an instance of Sage CRM with which we can play. Here we need to work with…

  • Sage CRM's RESTful API: SData (Part 2 of 10)

    In this article I want to consider Sage CRM's Architecture, its development options and the importance that this places on the use of Web Services especially REST and SData for integration. We need to consider what is available to use now and look and…

  • Sage CRM's RESTful API: SData (Part 1 of 10)

    This article is the first of a new series of articles that will provide you with a jump start on developing with the new RESTful API for Sage CRM. Not everyone reading this will be familiar with SData and so I need to start from the beginning and explain…

  • Delete confirmation on custom entities

    Hi, When deleting records from a custom entity, by default, you hit delete and it's gone. No confirmation, no nothing. I am aware that it is easy to add a javascript confirm function call to the button press but this doesn't give a consistent look and…

  • How to identify reports or groups that reference specific views?

    We're experiencing periodic slowdowns in our recently-upgraded Sage CRM 7.2 system, and see a lot of these kinds of errors: You may need to recreate views manually. : SQL Error Well, we should clean those out anyway. When I try to edit some of our…

  • Help please - how do I un-delete a company

    Hi I am new to Sage CRM and my co-worker has recently left, leaving myself and another admin in charge of our whole system! One of our companies has disappeared. So have all the contacts which are linked to it. However when I click onto the Work…

  • Possible to prevent deletion of leads?

    Hi How would I go about preventing sales users from deleting leads? Would this be done by adjusting in their security profile?

  • Self Service Delete Button

    Does anyone know how to enable the Delete Button in Self Service. I tried doing DisplayButton(Button_Delete) = true; but that doesn't seem to work. I also tried creating my own delete button like this... censusListBlock.AddButton(BuildButton("delete…

  • Time to tidy up your accounts?

    Has your financial year recently ended? Once you've ran your year end it's a good time to do some accounts housekeeping. You can delete or hide old customer and supplier records that you no longer use, so they don't build up and slow you down. Find…

  • Remove the Delete Bank Account Transactions Button

    This button should either be disabled or limited to who can use it. Can cause a huge problem if pressed in error.

  • Housekeeping Inactive stock cards

    We have migrated from 50 to 200. In 50 at year end we were able to run a report listing any inactive stock cards which following a clear audit trail allowed us to delete stock cards no longer used. This is sensible housekeeping. The only option I can…

  • Delete Archived Projects

    FormerMember
    FormerMember
    Currently you can only archive projects in sage 200, I would like to be able to delete archived projects to help comply with GDPR, free up space and speed up lists and lookups.

  • Maintenance Corrections

    Hi, I am trying to delete a JC and JD within the corrections utility, thing is the delete button is grey out (I am logged in as manager). The transactions are a bank transfer from one account to another but done in error (duplicated data). Any ideas?…

  • Can users have access to delete Customer Contacts without granting access to delete Customers?

    It seems like when I remove the ability to delete a customer record (via Role Maintenance) it also removes the user's ability to delete the customer's contact records. Is there any way around this so I can have users delete contacts but not customers…

  • Deleting an old AP CREDIT balance

    FormerMember
    FormerMember
    HI... I recently took over an account (AP). There is an old credit memo on the account from 2013 that is driving me bonkers. It will not allow me to delete bc its so old and year closed out. We no longer do business with this company, so there will be…

  • Mass deletion of fixed assets

    It would be helpful to have a function to be able to delete several assets at a time. For example: You made a wrong import of assets and need to delete hundreds of assets.

  • Tidying up your accounts after your financial year end

    After you run your financial year end, it’s a great time to tidy up your accounts and remove any old, unwanted records. Over the years you’ve probably built up a large number of customers or suppliers that you no longer deal with. Also, you hopefully…

  • Remittances - how can this section be cleared up?

    We've only recently begun using this section, but there's an option to print remittances from YEARS ago! I want to clear these from the list so it's tidier and also doesnt take a few minutes to run every time as it's searching all records. I don't…

  • How to remove an opening balance from a customer account?

    I tried to delete an OB when editing a customer, but I get an error: The record could not be deleted. Possible reasons: remaining bal. on acc.; trans. associated with acc.; acc still associated with projects). I have an account with an OB…

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