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• Using a Function in a CreateScript

  In the article " Creating Global Code for OnCreate and Validate scripts " I discussed how we can reuse functions across different create scripts either in the same screen or between different... Posted Jun 15 2009, 01:48 by Jeff Richards with | with no comments Filed under: create script, custom captions, translations, Drop Down Lists, CurrentUser

• Sage CRM EntryTypes used in the COM ASP API

  This article has been updated so the code follows the convention introduced in Sage CRM 6.2 I have covered manually building screens, that is without using existing Screen or List meta data definitions... Posted Mar 13 2009, 01:27 by Jeff Richards with | with no comments Filed under: ASP, COM, Drop Down Lists, Fields, EntryTypes

• Building selection lists in ASP pages without reference to Meta Data

  This article has been updated to follow the coding convention introduced in Sage CRM 6.2 From time to time you will need to build pages that can not directly be based on a Meta data definition of a screen... Posted Mar 13 2009, 12:01 by Jeff Richards with | with 1 comment(s) Filed under: ASP, COM, Drop Down Lists, Fields, Meta Data

• Selection Lists in Web Services

  The code below is an extract of the simple webservices demo application found elsewhere on this site. Please note the following assumptions 1) CRM60 is the webservice object 2) CRMCompany is a previous... Posted Aug 05 2008, 02:29 by Jeff Richards with | with no comments Filed under: Web Services, Drop Down Lists

• Adding a Group/Target List field to a screen

  Within the marketing area an individual waveitem or wave activity can be linked to a Group. (The old terminology was Target List). How can a Group field be added to another entity? Add a new field called... Posted Mar 09 2008, 10:00 by Jeff Richards with | with no comments Filed under: Drop Down Lists, Fields, Groups, Target Lists, EntryTypes

• Can you order lists by a field caption order?

  In the demo database the workflow for an opportunity allows an opportunity to have its stage field set to different values. DealLost Demo Lead Negotiating Qualified Quoted Sold Imagine a requirement to... Posted Feb 27 2008, 10:00 by Jeff Richards with | with no comments Filed under: List Block, custom captions, translations, Views, Drop Down Lists

• Using SearchSQL to limit data returned by selection lists

  In the screen shot below we can see the demo user "Susan Maye" is limited to assigned the new opportunity to only people in the "Direct Sales" team. This has been accomplished by using... Posted Jan 27 2008, 10:00 by Jeff Richards with | with no comments Filed under: Unexpected Event, create script, SQL, Drop Down Lists, Fields, SearchSQL

• Dynamic Selection Lists

  Below was tested on Sage CRM v6.0d Wouldn't it be nice to be able to have one selection list's options filtered by the current value of another selection list. For example, Software Vendor and... Posted Jan 14 2008, 10:00 by Jeff Richards with | with 3 comment(s) Filed under: Custom Content, sagecrm.com, clientside, Drop Down Lists, onChange

• Working Client Side with User Select Lists

  A customer had the need for a field on their company screen that works superficially like the highlighted section in this picture of the new communication screen. Really what the customer wanted was to... Posted Sep 07 2007, 10:00 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, sagecrm.com, clientside, User Multi-Select, Drop Down Lists

• Have you ever wanted to add a Relationship dropdown list to Related Companies

  Have you ever wanted to have a drop down list of relationship types under the Related Persons tab, like you can under the Related Company Tab? Here is how the translation works for Related Company: CRM... Posted Jul 28 2007, 10:00 by Jeff Richards with | with no comments Filed under: custom captions, translations, Related Companies List, Drop Down Lists

• Getting drop downs working with WebServices

  If you want your local or web app drop downs to look really slick you should have them contain the same information as the main CRM install. Now you could type in the same information twice for every drop... Posted Jul 17 2007, 10:00 by Jeff Richards with | with no comments Filed under: Web Services, Drop Down Lists, VBScript, Visual Basic