This is a SQL script that will solve the problem associated with on-premise accounts that still have some ntext fields in their database from older versions of CRM.
The ntext fields do not allow some of the actions that are used in the views of CRM…
The article will take you though the steps to add a custom entity to the Advanced Find screen.
To do this you will need to have already created the custom entity.
I have made the assumption that you have created an entity called Project. Once…
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…
Once upon a time I wrote an article called " But I really, really need to see the actual oppo_opportunityid displayed! "
This article looks at how you could use the column alias idea to allow for records to be searched for by the their unique ids. …
Please see the article " Reports, Saved Searches and Groups " for background information on how Groups are defined in Sage CRM.
This article is relevent when needing to create Groups that are based on a view that returns multiple instances of the same…
A Linked Server within MS SQL Server is type of 'alias' within the SQL server that points to an external data source rather than a SQL Server database. This external data source can be in another RDBMS like Oracle or almost any other data system that…
My hope is that if you have attended any of my presentations about the Web Services interface for Sage CRM you will have taken away with you an impression of the importance of the design of the client application and how this would affect performance…
The following is a survey of all the different articles that have discussed creating and editing views within Sage CRM. Understanding SQL views is essential as they under pin just about every feature within Sage CRM and completely determine what can or…
You may need to reference data held outside of Sage CRM and within another application's database for a variety of business requirements including
Reporting
Graphing
Reports within CRM are based on views and so if the SQL within a view…
I originally wrote about creating derived fields in a view in the article " Custom_Edits and Derived Fields Created in Views ". This discussion is a continuation of the ideas expressed in that article and will show how meta data definitions of a calculated…
It is a general rule that in CRM data fields are not supposed to hold HTML which can then be passed directly back to the interface. This is by design.
So if you store a string in a text field like
<a href=https://community.sagecrm.com>https://community…
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…
This article considers how the availability of a tab in the company context maybe controlled so that it is only displayed when the customer has purchased a particular product.
The general availability of a Tab for a user is controlled by the tabs SQL…
Sage CRM provides the system administrator with easy ways to add or remove fields from the system.
But when you add or remove a field then you will implicity affect views which are based on those tables. And of course views may inturn be based on views…
Please note that this is not an exhaustive discussion and but simply represents the things that come to my mind when seeing this error.
Why does it appear? The can be several reasons why this message appears and it usually comes when there has been…
If you are working with SQL Server you may have read in the System Administration guide that when installing Sage CRM the SQL server main install needs to have a case insensitive collation. A binary collation, or a case sensitive collation, is not supported…
I have been investigating the list of documents that appears under the Company tab group. This is actually part of a set of investigations into the library entity that I am working on. So there will be a few more blogs about documents and the library…
Sage CRM has a powerful Security mechanism implemented as an automatic alteration of the SQL used to fetch either the application data to the screen or the meta data that controls the availability of features. A user will be able to access a particular…
A query was raised recently about how to add fields, such as Mobile Phone Number, to the My Contacts list block. This query can be answered in 2 parts; firstly how to do retrieve the data we want to display and secondly from where, or from what view,…
Reports and Report Charts can only be built from views. So If we want to create a Report Chart that uses Key Attribute Data then we must first create the view. The structure of the tables that holds the key attribute data is complex and trying to work…
In the communications table we have comm_note and comm_email. If the comm type is email, the details go into comm_email otherwise it goes into comm_note. All well and good. A customer of mine has a good reason to want to see the notes in a list. The communication…
Hello,
I am noticing that performance around system views, predominantly the views surrounding communications, are performing badly in comparison to the rest of the system.
If we take vListCommunication as an example, it has the following syntax in…