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• Creating a Dynamic Group in Sage CRM 6.2 using the COM object TargetLists

  The COM API has an old object within it called TargetLists. This object can be used within internal script (Validate, Table Level Script etc) to create both Dynamic and Static Groups. Prior to version... Posted Jan 20 2010, 09:08 by Jeff Richards with | with no comments Filed under: ASP, COM, SQL, Groups, Target Lists, Coding, Sage CRM 6.2, 6.2

• Gotchya when using AJAX in CRM Customisations

  Previously I blogged about using AJAX in CRM Customisations. I found a bit of a gotchya that can cause data-loss. Please read this article for a description of this problem and how to avoid it. CRM keeps... Posted Nov 02 2009, 04:22 by JackAllan with | with 1 comment(s) Filed under: ASP, clientside, AJAX, Javascript, serverside, JackAllan

• A Universal "Go Back" button in Workflow

  This article has been edited (1st November 2009) to correct links and make the code follow the convention introduced in Sage CRM 6.2 The requirement to allow the user to fall back to an earlier point in... Posted Nov 01 2009, 01:00 by Jeff Richards with | with no comments Filed under: ASP, COM, Workflow, create script, table level scripts, Fields

• Controlling workflow state in ASP

  This article has been updated (1st November 2009) to correct the code and to follow the coding standard introduced with Sage CRM 6.2 This is some code from an asp page designed to be used in a cross entity... Posted Nov 01 2009, 09:46 by Jeff Richards with | with 3 comment(s) Filed under: ASP, COM, Workflow

• Some thoughts on Sage CRM, FOP, PDF and Reports

  This article has been edited (31st October 2009) to correct links. Sage CRM uses Apache FOP (Formatting Objects Processor) to generate its reports in PDF format. See http://xmlgraphics.apache.org/fop/... Posted Oct 31 2009, 07:23 by Jeff Richards with | with 1 comment(s) Filed under: System Actions, ASP, buttons, Reports, PDF

• Working with JScript

  This article has been edited (31st October 2009) to correct the hyperlinks. As part of the additional seminars available to DPP members there are a couple of introductory lessons on using JScript as the... Posted Oct 31 2009, 10:46 by Jeff Richards with | with no comments Filed under: ASP, Debugging, Code Snippets, Textpad

• Building Adhoc Multiple Entity Relationships in CRM

  The links within this article were corrected 31st October 2009. Within the Sage CRM the are some additional system actions that maybe added to tabgroups or to ButtonGroups that allow us to relate one entity... Posted Oct 31 2009, 10:34 by Jeff Richards with | with 1 comment(s) Filed under: ASP, Web Services, Related Companies List, MultipleEntityLink, .NET API

• Suppressing Tabgroup display

  This article has been edited 31st October 2009 to correct hyperlink references and to have the code follow the convention introduced in Sage CRM 6.2. If you want to suppress the default tab bar then you... Posted Oct 31 2009, 10:12 by Jeff Richards with | with no comments Filed under: Tab, ASP, COM

• Using Tabgroups to define Action Buttons in COM API ASP

  The code in this article has been updated (31st October 2009) to follow the convention introduced in Sage CRM. If you have the Extensibility license, you can create new tab groups and you can perform Advanced... Posted Oct 31 2009, 10:05 by Jeff Richards with | with 1 comment(s) Filed under: Tab, ASP, COM, buttons, custom_screenobjects

• Action buttons on Custom Entity Find Screens

  The code in this article has been updated (31st October 2009) to follow the coding convention introduced with Sage CRM 6.2 Below is a picture of the Company Find screen.. This is the standard system screen... Posted Oct 31 2009, 09:51 by Jeff Richards with | with 2 comment(s) Filed under: ASP, COM, buttons, custom entity

• Building List screens with FilterBoxes

  The code in this article has been corrected and updated (29th October 2009) to bring it into line with the coding convention introduced in Sage CRM 6.2. Custom Pages that contain Search screens are fussy... Posted Oct 29 2009, 03:45 by Jeff Richards with | with 2 comment(s) Filed under: ASP, List Block, Filter, CRM

• About the Crystal Reports XI Viewer

  Within Sage CRM 6.2 the version of Crystal Reports that CRM is configure to use is set in the System Administration screens Administration -> E-mail and Documents -> Documents & Reports Configuration... Posted Oct 02 2009, 11:07 by Jeff Richards with | with no comments Filed under: ASP, Reports, Crystal, System Administration

• Integrating Sage CRM with Indexing Services to enable full document search

  Sage CRM offers the ability to search using Keywords across all entities but this keyword searching does not extend into documents that may have been uploaded into the library. As you can see from the... Posted Jul 10 2009, 01:10 by Jeff Richards with | with 5 comment(s) Filed under: ASP, COM, Library, search, find, documents, indexing services, keyword, file

• Useful Date Functions

  Occasionally you will need to fetch a date from either the CRM database or perhaps from an external system that is then needs to be formatted so it looks like a CRM date. All users are able to set their... Posted Jul 10 2009, 10:48 by Jeff Richards with | with 4 comment(s) Filed under: ASP, COM, Code Snippets, Columns, Fields, dates, Javascript

• Building a Workflow Map Diagram that Shows Progress through Workflow

  Workflows in Sage CRM can become long and a user may wish they had a version of the diagram that is available when the workflow is constructed. You can see from this image below that an extra button has... Posted Jul 06 2009, 02:04 by Jeff Richards with | with no comments Filed under: System Actions, ASP, COM, Workflow, diagram