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• 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

• Company and Person Workflow Progress with Tracking tab in CRM

  Many thanks must go to a colleague in the UK professional services team for this article. Introduction Customers often request the ability to track Company or Person changes in much the same way that CRM... Posted Jul 03 2009, 10:36 by Jeff Richards with | with no comments Filed under: List Block, clientside, Workflow, create script, SQL, Entry Screen, Fields, Person, Runblock, company, tabs, progress table, tracking

• 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

• Building a Screen not bound to Meta Data using the ASP COM API

  This article has been updated to ensure the code follows the coding convention introduced in Sage CRM 6.2. The code below demonstrates how a page like the Preferences screen can be rebuilt in Sage CRM... Posted Mar 13 2009, 11:36 by Jeff Richards with | with 3 comment(s) Filed under: ASP, COM, Entry Screen, Edit Screen, Meta Data

• Basic Code Structure of an Add or Insert Page

  This article has been edited to bring the code into line with the coding standard introduced in Sage CRM 6.2. Here we can see the basic code structure for an Insert of a new Record expressed in ASP page... Posted Feb 18 2009, 12:52 by Jeff Richards with | with 2 comment(s) Filed under: ASP, COM, Entry Screen

• Creating Complex Screens using the COM based ASP API

  This article has been updated to correct links and to bring the code into line with the new coding standard introduced with Sage CRM 6.2. I have blogged previously on creating Multi block screens based... Posted Feb 10 2009, 04:23 by Jeff Richards with | with 2 comment(s) Filed under: ASP, COM, custom entity, Entry Screen, Multiple Blocks, Edit Screen

• How can I build a multiblock edit screen?

  This article has been updated to follow the coding standard introduced in Sage CRM 6.2 I was recently asked about how to handle the problem of having multiple screen blocks on the same page than when you... Posted Feb 10 2009, 04:08 by Jeff Richards with | with 1 comment(s) Filed under: ASP, COM, custom entity, Entry Screen, Multiple Blocks

• Customizing a Screen

  This article has been updated to correct links. A screen is called as a result of a hyperlink. This may be a button click, a call from the recent list or any other selection from the interface. A URL of... Posted Jan 23 2009, 08:38 by Jeff Richards with | with no comments Filed under: System Actions, List Block, Context, Key Values, Entry Screen, PipeLineGraphic, Edit Screen, Meta Data

• Creating and Controlling an Insert Page in Self Service

  Below is a very simple example of a self service page that allows a case belonging to an authenticated visitor to be edited. The ASP code is found below. The code is marked in different colours and discussed... Posted Dec 05 2008, 02:31 by Jeff Richards with | with 3 comment(s) Filed under: ASP, COM, Workflow, Self Service, Entry Screen

• A Simple Editable Grid in COM API ASP

  This article covers the creation of an editable grid. By this I mean the presentation of data in a spreadsheet like structure, each row in the grid a separate record and each column a separate field. The... Posted Dec 27 2007, 10:00 by Jeff Richards with | with no comments Filed under: ASP, COM, Entry Screen, Editable Grid

• Creating a Multiple Person Record Entry Screen using the ASP COM API

  Sage CRM's screens are primarily designed for the entry of one record at a time. But occasionally we need to consider the ability to enter sets of records together. This is not the same as the importation... Posted Nov 19 2007, 10:00 by Jeff Richards with | with no comments Filed under: ASP, COM, Entry Screen, Multiple Blocks, Denormalisation

• What is a Block in Sage CRM?

  The word Block crops up over 1300 times in the Sage CRM developers guide. The word is actually quite a loose term that is used to name some of the Application Programming Interface (API) objects that can... Posted Oct 22 2007, 10:00 by Jeff Richards with | with no comments Filed under: List Block, Entry Screen, Multiple Blocks, Edit Screen, Meta Data