Email templates can be designed for use in different contexts.
The creation of Email Templates is covered in the online documentation .
In the image above you can see that templates can be designed for usage with certain entities. For example, if…
Below is a screen shot of a compound screen that populates the fields on the screen from data retrieved from a view.
This page has been built using an ASP page.
It has used the method CRM.FindRecord().
Syntax is
CRM.FindRecord('Entity,vViewName…
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…
If you find that your Indexing Server (Keyword Search) stops for any reason you may find that you get a message that looks like this:
The CRM search index service has not been run since 21/12/20XX. Please verify that the index service is configured…
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…
You only need to follow the tags " List Page " or " List Block " to see that there have been lots of articles written already about how lists can be customized. In this article I want to step back and bring all these points together so we can see the…
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…
In CRM it is quite common to need to create a view that performs a calculation or derives information to be displayed on screen or in a report. An example of this can be found in the Case management area. For example if you logon to a demo system as Kylie…
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…
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…
I've seen similar questions asked but nothing specific in terms of if it is possible or if there are better ways to do it.
A customer has a request that in a report which runs for single company records only, they would like to get the notes listed…
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…
Hi.
I have 3 tabs that are customized that pull data from a database. I'd like to have these 3 tabs into 3 separate panels onto 1 tab.
My 3 tabs are Registration, Membership and Sponsorship.
Each tab has a view - so I assume I can put multiple views…