Browse by Tags

• ASP
• buttons
• Campaign
• clientside
• clone
• COM
• custom captions
• Custom Content
• Email
• GridSize
• Javascript
• Library
• List Block
• List Page
• Marketing
• Person
• Phone Numbers
• Print
• Record Object
• Reports
• Sage CRM 6.1
• serverside
• System Actions
• Tab
• translations
• URL
• Views
• Wave
• WaveItems

• Adding a Report Button to an Existing System Screen, e.g. OpportunitiesList

  This article shows how to add a button to an existing system screen that will call a report. For example if you look at the image of the OpportunitiesList screen below you can see that a button has been... Posted Jul 13 2009, 11:45 by Jeff Richards with | with no comments Filed under: Custom Content, System Actions, clientside, buttons, Reports, Button Group

• Choices in Customizing Lists

  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... Posted Jun 16 2009, 02:50 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, List Block, List Page, buttons, custom captions, translations, Views, Library, Button Group, GridSize

• Calling CRM Actions

  This article has been updated (29th April 2009) to correct hyperlink references and to use the coding convention introduced in Sage CRM 6.2. The CRM.URL() method is used to allow you to build correctly... Posted Apr 29 2009, 10:34 by Jeff Richards with | with 1 comment(s) Filed under: Tab, System Actions, ASP, COM, Sage CRM 6.1, Button Group

• Making Server-side data available through Button URL

  This article has been updated (29th April 2009) to correct hyperlink references and to use the coding convention introduced in Sage CRM 6.2. For 6.1, a partner would like to add a button with a URL that... Posted Apr 29 2009, 10:19 by Jeff Richards with | with no comments Filed under: clientside, Button Group, Javascript, serverside, URL

• Cloning a Person and assigning to a new Company

  This article has been updated based on feedback from a partner. As a result of a conversation I had with a colleague at the Asian conference I have uploaded a sample ASP page that shows how you can clone... Posted Feb 10 2009, 03:23 by Jeff Richards with | with 2 comment(s) Filed under: Email, ASP, COM, Phone Numbers, Record Object, Button Group, Person, clone

• Adding a Clone Campaign button to Sage CRM 6.x using ASP COM API

  Here is an example that uses the Button Group feature added in Sage CRM 6.1. The code has been updated to reflect the new coding standard introduced with Sage CRM 6.2 You can see from the screen shot above... Posted Feb 10 2009, 03:15 by Jeff Richards with | with 1 comment(s) Filed under: Tab, Marketing, ASP, COM, Sage CRM 6.1, Button Group, Campaign, clone, WaveItems, Wave

• Adding a Print Button to a System Screen

  You can add a simple print button to most system screens by using the Button Group feature. For example we may want to have add a button to the opportunity summary screen that will allow us to print the... Posted Aug 05 2008, 02:30 by Jeff Richards with | with 2 comment(s) Filed under: Button Group, Print