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• Adding Derived Fields in Views into Meta Data

  I orginally 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... Posted Jun 30 2009, 01:14 by Jeff Richards with | with 2 comment(s) Filed under: List Block, custom captions, translations, SQL, Views, Component, Fields, Download, Meta Data

• A component to make marketing workflows fully editable

  Straight out-of-the-box Sage CRM is a fully featured system which has all the main features you would expect in a CRM system. (See the article " How can Sage CRM save you money? "). Amongst the... Posted May 26 2009, 01:46 by Jeff Richards with | with 2 comment(s) Filed under: Marketing, Workflow, Component, Download, WaveItems, waves, campaigns

• Suppressing Display of Duplicate Meeting Records in Company and Person Context

  This article has been updated to include new material for Sage CRM 6.2.1. A new component that implements this feature has been added in the resources section. http://dpp.sagecrm.com/files/folders/components... Posted Jan 07 2009, 08:00 by Jeff Richards with | with 1 comment(s) Filed under: List Page, Views, Component, Communications, Meta Data, communicationlist

• Creating a New Entity using COM API ASP

  This article has been updated to allow download from this site. I have written before many times about creating ASP pages to support access to a custom entity. How does Meta Data create a Screen? DPP and... Posted Dec 15 2008, 09:21 by Jeff Richards with | with 1 comment(s) Filed under: ASP, COM, custom entity, Component, Download

• An Example Opportunity Workflow

  This article has been updated to allow download of files from this site. At the bottom of this article is a link to component that when downloaded and installed will implement a new Opportunity Workflow... Posted Dec 15 2008, 09:00 by Jeff Richards with | with no comments Filed under: Workflow, Component, Download

• An Example of Implementing Serverside Merging using COM API ASP

  This article has been updated to allow download of files from this site. A little while ago I discussed how the Mail Merge process works in the core system. http://dpp.sagecrm.com/blogs/hints_tips_and_tricks... Posted Dec 15 2008, 08:45 by Jeff Richards with | with no comments Filed under: COM, Component, ##Codes, Download, Mail Merge

• Company Workflow Example

  This article has been updated to allow download from this site, This is a download of a simple company workflow component. See the bottom of this post for the download location. This was originally written... Posted Dec 15 2008, 07:09 by Jeff Richards with | with 1 comment(s) Filed under: Workflow, Component, Download

• Extending the Menus

  I have written before about extending the system menus. The previous article can be found here: http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2007/10/07/extending-menus-using-runtabgroup-and... Posted Nov 11 2008, 08:40 by Jeff Richards with | with no comments Filed under: Component, Menus

• Simple Case Workflow Component added to Resources

  I have uploaded a very simple example Cases workflow component to the Resources area. The component was developed during the preconference training held Kota Kinabalu, Malaysia as part of Insight 2008... Posted Nov 11 2008, 08:24 by Jeff Richards with | with no comments Filed under: Workflow, Component, cases

• Moving Files Using the Component Manager

  The component manager allows us to deliver not only Meta Data changes to a system but to also drop in and manage files like new logos, icons, and ASP files. This article will cover the methods CopyASPTo... Posted Mar 20 2008, 10:00 by Jeff Richards with | with no comments Filed under: Component

• Using Logos and images in Component (es and ecf) Files

  It is very easy to include a company logo in the es component script file For example: AddMessage('<img src= http://localhost/CRM/img/Icons/Admin.gif >;'); But the Component Parameter file... Posted Dec 30 2007, 10:00 by Jeff Richards with | with no comments Filed under: Component

• Where am I?

  When working with CRM you may have a requirement to know the servername and install names with which you are working. That is not as daft as it sounds as if you have created a component then the component... Posted Nov 08 2007, 10:00 by Jeff Richards with | with no comments Filed under: ASP, Context, Component, .NET API, System Parameters

• Will version Sage CRM 5.8 Components run with version 6.0?

  This is one of the questions that can be quite hard to answer. Version 6.0 offers a good range of very important new features New Keyword Search and Advanced Search Functionality Simplified Field Level... Posted Oct 10 2007, 10:00 by Jeff Richards with | with no comments Filed under: Component, Sage CRM 6.0, Sage CRM 5.8

• DPP and Standard include files for ASP pages

  Examples of how to build ASP Pages have been given on the blog previously and these article show how ASP pages make use of the standard include files ACCPACCRM.JS - reference in JavaScript-based ASP pages... Posted Sep 23 2007, 10:00 by Jeff Richards with | with 2 comment(s) Filed under: Component, DPP Program, Include Files

• About the Development Partner Program

  I look after the education of Development Partners (DPs) and so I am very involved in the Development Partner Program (DPP). The Sage CRM DPP is designed to support partners who are creating add ons and... Posted Sep 20 2007, 10:00 by Jeff Richards with | with no comments Filed under: Component, DPP Program