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• Reporting on Customizations

  One of the chief advantages of Sage CRM is that it is meta data based. The definitions of screens, lists and business rules like workflow are all stored in the database. If you change the definition in... Posted Aug 24 2009, 10:07 by Jeff Richards with | with 4 comment(s) Filed under: Custom Content, Workflow, create script, table level scripts, SQL, Views, Reports, onChange, Validation, Fields, customization

• The Clientside Control of Lists and Columns

  I have previously provided an example of a function that may be used in a search screen to test whether the page contained a List or a Grid. You can see this in the article " Clientside control of... Posted Jul 27 2009, 12:32 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, sagecrm.com, List Block, List Page, clientside, Columns, GridColumns, Include Files, Javascript, Hosted

• Clientside control of fields in Search screens including detection of grids and lists

  This tip is a modified product of a conversation that took place between a couple of my colleagues in the UK and US. The need was to find a technique that would allow the easy clientside control of fields... Posted Jul 17 2009, 08:45 by Jeff Richards with | with 1 comment(s) Filed under: Custom Content, sagecrm.com, clientside, Search Screen, Fields, Hosted

• 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

• Getting scripts into hard-to-reach places

  A while back I blogged about injecting scripts into system action screens that don't have custom content field. Well recently I had an epiphany about Translations and using them to embed scripts into... Posted Jul 08 2009, 06:39 by JackAllan with | with 1 comment(s) Filed under: Custom Content, clientside, custom captions, translations, Key Values, Javascript, querystring, JackAllan

• 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

• Making tooltips work in Firefox, Chrome, Safari, Opera et al...

  Throughout the system, in different screens, Sage CRM uses tooltips on hyperlinks. For example in the OpportunityList screen you can see tool tips on on the tab customization button at the top right and... Posted Jun 01 2009, 02:30 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, sagecrm.com, clientside, attachEvent, Internet Explorer, Firefox, Hyperlinks, Tooltips, addEventListener, Safari, Opera, Chrome, Alt, Title

• Adding a new Panel to a Summary screen e.g. Company Summary

  A screen like the company summary screen has a very particular structure because it is partially defined in meta data and partial has its structure hard coded into the system action being called. The detail... Posted May 22 2009, 07:32 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, clientside, create script, custom captions, translations, Entry Screen, Mode, Meta Data, companyboxlong, blocks

• Another Trick for Grabbing Key Values in Client Side code

  The code in article has been corrected, 7th May 2009. An individual screen within CRM will be produced as a result of a hyperlink that looks like this: http://servername/crm/eware.dll/Do?SID=5351668533575&Act... Posted May 07 2009, 03:34 by Jeff Richards with | with 3 comment(s) Filed under: Custom Content, sagecrm.com, clientside, Context, Key Values

• Making ServerSide objects available to ClientSide code (onChange and Custom Content scripts)

  This article has been updated (29th April 2009) to use the coding convention introduced in Sage CRM 6.2 If you have started to code with Sage CRM you will know that the world is seemingly divided into... Posted Apr 29 2009, 10:15 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, clientside, create script, custom captions, translations, Context

• Injecting javascript into system action screens with no Custom Content field

  ** Note a better technique is described in this blog post ** One of the very nice features of CRM is the Custom Content field on screens. They allow you to enhance the functionality of screens and add... Posted Apr 21 2009, 11:24 by JackAllan with | with 1 comment(s) Filed under: Custom Content, ASP, clientside, JackAllan

• The Sage CRM Frame Structure

  The reference HTML and code in this article has been corrected (20th April 2009). In life, just because you can do something does not mean you should do something. Or as Spiderman said, "with great... Posted Apr 20 2009, 07:45 by Jeff Richards with | with no comments Filed under: Custom Content, sagecrm.com, clientside, Frames

• Changing Search Select Advanced display fields

  CRM allows you to change the display fields used in an Search Select Advanced (SSA) field but it does not give you control over the order of the fields displayed. The following function, placed in the... Posted Apr 06 2009, 09:18 by JackAllan with | with no comments Filed under: Custom Content, sagecrm.com, clientside, Search Select Advanced, Javascript, JackAllan

• Adding extra behaviour to Client Side code

  This article has been updated to correct links . If you have been creating onChange scripts then you will possibly about know the quirk which requires you to use single quote marks (') rather than... Posted Mar 13 2009, 05:41 by Jeff Richards with | with no comments Filed under: Custom Content, sagecrm.com, clientside, onChange, attachEvent, Fields

• Detect Screen Mode (Client Side) for Company and Person Summary Screens

  This article has been updated to correct the code. This is a little obscure but nonetheless this isssue caused me a problem this morning. I was just writing some code to put into the custom content box... Posted Mar 13 2009, 05:25 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, sagecrm.com, clientside, Sage CRM 6.0, Sage CRM 5.8, Mode