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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

• 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

• 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

• 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

• Manage Escalations

  A new example component has been added to the resources section for development partners to download. The purpose of this component is to make the management of escalation rules easier in implementation... Posted Jul 03 2009, 01:56 by Jeff Richards with | with no comments Filed under: ASP, List Block, COM, List Page, clientside, Search Screen, Entry Screen, GridColumns, Fields, Meta Data

• The Programmatic Refresh of Meta Data using COM ASP API

  This article has been edited 9th June 2009 to following the coding convention introduced in Sage CRM 6.2. This article will discuss 1) 2 methods to programmatically control the refresh of meta data. 2... Posted Jun 09 2009, 02:21 by Jeff Richards with | with 2 comment(s) Filed under: Marketing, ASP, COM, Meta Data, System Parameters

• Building Lists without reference to Meta Data in the ASP COM API

  This article has been updated 9th June 2009 to correct formatting and to change the code to use the convention introduced in Sage CRM 6.2. Above is a picture of a new list added into the My CRM area of... Posted Jun 09 2009, 02:13 by Jeff Richards with | with 2 comment(s) Filed under: ASP, List Block, COM, List Page, Columns, GridColumns, Meta Data

• Using Joins in Web Services

  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... Posted Jun 09 2009, 10:13 by Jeff Richards with | with 3 comment(s) Filed under: COM, Web Services, SQL, Views, eWareQuery Object, Meta Data, Person, OrderItems, Orders, QuoteItems, Quotes, joins, company, newproduct, uomfamily, uom

• HIDDENLISTMODE and HIDDENCALENDARMODE in the CommunicationList system action

  The variables HIDDENLISTMODE and HIDDENCALENDARMODE can be used in hyperlinks in ASP page when redirecting to the communication list CommunicationList in List mode Building a Button var strCallMyCalendar... Posted Jun 01 2009, 10:23 by Jeff Richards with | with no comments Filed under: ASP, COM, .NET API, communicationlist, Appointments, Tasks

• How can Sage CRM save you money?

  This article has its origin in a recent presentation I gave as part of this years eSummit for Australia, New Zealand and the Pacific ( http://www.sagesummit.com.au/ ). My focus is usually purely on communicating... Posted May 22 2009, 11:05 by Jeff Richards with | with 6 comment(s) Filed under: sagecrm.com, ASP, COM, Workflow, Web Services, Integration Options, Escalation Rules, Notifications, .NET API, C#, Licensing, advanced customization wizard, Hosted, on-premise, Software as a Service, SaaS, on-demand, extensibility