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Hints, Tips and Tricks

Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.

Email and Phone Numbers in CRM

When building extensions to the product it is quite common to reuse the existing screens and lists in the ASP pages that you add.  I was recently asked about some "strangeness" by someone who had added a new page in a self service application that reused the personboxshort to allow the self service visitor to maintain their own details. 

The default personboxshort screen contains the person's business email and phone number. The alleged "strangeness" was that when this block was used to edit the phone and email details every thing seemed to save correctly. But when the record was examined in CRM then phone number and email had been changed in the persons topcontent area but not actually in the details within the phone/email tab.

The strangeness arises from the fact that the email address and phone number in the PersonBoxShort come only from the person table. In the main application the PersonBoxShort is not actually used for editing and the email and phone fields are in fact denormalised data carried across from the email and phone tables. This denormalisation is automatic and occurs when the person phone numbers/emails are inserted or updated. CRM copies the email address of type 'Business' into the person record email address to make merges easier.

Translations control the type of email and phone numbers that are associated with a person. For example the existing phone number types are held in the custom_captions tables as:











Family Type Caption Family Caption Code US UK Caption Order
Links Link_CompPhon Business Business: Business: 1
Links Link_CompPhon Fax Fax: Fax: 2
Links Link_CompPhon Modem Modem: Modem: 4
Links Link_CompPhon Toll_Free Toll Free: Toll Free:
Links Link_PersPhon BusinessX Business Business 1
Links Link_PersPhon Fax Fax Fax 3
Links Link_PersPhon Home Home Home 4
Links Link_PersPhon Mobile Mobile Mobile 5
Links Link_PersPhon Pager Pager Pager 7

Do not remove the "Business" or “Fax” telephone types.

The phone numbers are held in the Phone table. But the company "Business" telephone number is copied to the Company table and the person "Business" number is copied to the Person table. This denormalising of the data is useful in allowing convenient access to this data in parts of the system.

Email addresses are handled in a similar way.

Comments

 

Hints, Tips and Tricks said:

In an earlier article I showed how you could create a complex screen that allowed the editing multiple

October 16, 2008 11:26
 

Hints, Tips and Tricks said:

This article has been updated to correct the links. Part of the issues we may face when working with

March 13, 2009 6:47
 

Hints, Tips and Tricks said:

When you edit or add a new address for a person in Sage CRM you are invited to specify whether the address

April 14, 2009 10:14

About Jeff Richards

As the Head of Training Program Development for Sage Technologies, I am responsible for providing the technical education for the Sage CRM Development Partner community. I write and present regularly on Sage CRM development techniques, hints and tips. I also provide education and training for the staff of local Sage companies in new technical features and act as a resource for Sage trainers as they develop their training courses. I have been working with Sage CRM since early 2001 (version 2.85) and I have a thorough understanding of the issues faced by partners carrying out implementations. I have been working within the Software Industry since 1993. I have a strong background in Business Rules and Workflow.

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