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  • Working with a Person's Address Type

    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…

  • Finding %, _ and other Special Characters in SQL

    I have just spent a frustrating few minutes trying to quickly find where '%' codes are used in translations. Of course '%' is a special wild card character in SQL. The same is true for '_' and other characters. Don't do : select capt_code, capt_family…
  • How can I easily import a large list of Selection list values into CRM using the External COM API?

    How can I easily import a large list of Selection list values into CRM using the External COM API?

    This question occurs when setting up CRM; you may find yourself with a very large number of selection list values that need to be added to the system. For example you may want to have every county or even major city to be loaded into CRM in the same way…

  • Duration in Workflow Tracking pages

    The oppo_duration field is defined in the custom_edits tables as being of Entry Type 'Minutes'. The minutes are held as the physical data type 'int' select * from custom_edits where colp_entrytype = 57 Fields of entry type 'Minutes' can be used in any…

  • Can you order lists by a field caption order?

    In the demo database the workflow for an opportunity allows an opportunity to have its stage field set to different values. DealLost Demo Lead Negotiating Qualified Quoted Sold Imagine a requirement to sort a list of opportunities by the oppo_stage. That…

  • How do default addresses and persons get created for a Company?

    When you create a new company using the standard system behaviour the Address and Person contact details that you provide get recorded into their separate tables and foreign key references are recorded on the company table to indicate which address and…

  • Products by Code, an example of changing a Search Select Advanced field's behaviour

    Simple things can become show stoppers. I was asked if there was anyway to expose the Product Code field in the Line Items area when building a Quote? The customer wants to enter order by code or SKU number instead of by product family and product name…

  • Recent List Customisation

    This article looks at how the recent list interacts with custom entities. There are 4 components to consider that make up the functionality of an entity's recent list: • The code that adds a record to the recent list. • The find hyperlink (entity name…

  • How can I see if a prompt can be translated?

    All of the visible captions within CRM can be translated. One way of quickly proving if a caption can be translated is to log on as Hans Muller (Mullerh) in the demo data and see if his screens are translated. This is not a perfect way as there are loads…

  • How do I remove the Type column from the PersonList?

    The personlist list block is defined under the Admin>Customization>person>lists area but the column for the type is added by the dll. The column draws its information from the translations (custom_captions) that control the different 'types' of person…
  • Sage CRM 2023 R1: Email and Phone Numbers in CRM

    Sage CRM 2023 R1: Email and Phone Numbers in CRM

    When working with Sage CRM's APIs you may experience "strangeness" when interacting with person details. This is "strangeness" could be when you directly edit phone and email details and every thing seems to save correctly but when the record is examined…

  • Lead conversion extension

    I swear there used to be an article years ago on the old blog that showed how you could extend leads to include a mobile phone and get them to copy over to the person when you linked the lead to a person. I am positive it was done with translations. Or…

  • Translations

    I have created a new entity and I need to alter the name using translations. I can get almost all, but ones that always elude me are the ones where you right click on Customise in Administration and you can see the entity names there. Which translations…

  • Link_CompAddr and Link_PersAddr won't disappear

    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…

  • Importing Lookup items / translations periodically ???

    Hi, I'd like to maintain a lookup value list that should be linked with an external database. We have decided to use a SQL Job that will insert new items and update translations for the existing ones in the custom_captions table. Problem is :…

  • Tags Inside Translations on Field Names - Ugly in Reports

    We have the need to put some html tags inside a column header translation (for example: <a href='www...'>Company Name</a>) because we want this to show up anywhere that field is present (screens, lists, dashboard etc). It works quite well except that…

  • alignment from left to right?????

    Dears, How can i make sage crm alignment from left to right permanent coz when i convert it to left to right alignment when i logged it auto convert from right to left IE 9 :/

  • CRM 7.1 SP2: Translate products?

    Hello, is it possible to translate the product name in CRM ? I can translate the Product Family, the Unit of Measure Family, but what about the product name? Greetings, Jungnickel

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