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• Sage CRM 6.2 Quick Start Performance Guide

  This document has been made available for development partners. This covers version Sage CRM 6.2. We are pleased to announce the release of the 'Sage CRM Quick Start Performance Guide'. The idea... Posted Jan 26 2010, 09:41 by Jeff Richards with | with 3 comment(s) Filed under: table level scripts, Outlook Integration, Escalation Rules, Installation, Performance, 6.2, indexer service, intervals, escalations, configuration

• TableLevel Scripts and SQL TimeOuts

  Any SQL statement may take time to run and result in a timeout error. In Sage CRM the general timeout period is controlled within the Administration -> System -> Database screen by setting the Query... Posted Oct 31 2009, 09:21 by Jeff Richards with | with no comments Filed under: table level scripts, SQL, Escalation Rules

• Creating a Simple Messaging System within Sage CRM

  This article has been written to answer the business need for a simple way for a user to pass a message to the System Administrator (or another colleague) without having to leave Sage CRM. The further... Posted Aug 13 2009, 09:58 by Jeff Richards with | with no comments Filed under: List Block, List Page, custom captions, translations, Security, Escalation Rules, Notifications, advanced customization wizard

• 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

• Using Quick Notifications to alert users of reassigned records

  The links in this article were corrected 22nd May 2009. Oh how angry I get with myself sometimes. I am a very stupid person. Someone sends me an email entitled 'a quick question' and in my idiocy... Posted May 22 2009, 10:50 by Jeff Richards with | with no comments Filed under: Workflow, SQL, Escalation Rules, Notifications

• The Data Structure for a Notification

  This article has been written referencing Sage CRM 6.1. Details maybe different in previous versions. A simple Notification can be of two types OnScreen Notification Email Notification Both types of Notification... Posted Apr 07 2008, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Escalation Rules, Notifications, Sage CRM 6.1, Data Model

• Embedded Links in Workflow Emails

  This is an older tip that I must thank a colleague in the UK for jogging my memory. If you wish to add links that reference records in CRM to the emails that are generated from workflow and escalation... Posted Mar 06 2008, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Email, Workflow, Escalation Rules, ##Codes

• Date and Times in Escalation Rules

  I have discussed in a previous article the structure and purpose of the SQL clause of an Escalation rule. e.g. (quot_IsQuote is not null) AND UPPER(RTRIM(quot_Status))=UPPER(RTRIM(N'Active')) AND... Posted Feb 22 2008, 10:00 by Jeff Richards with | with no comments Filed under: Workflow, Escalation Rules

• Escalation Rules

  Sage CRM provides use with a number of ways of controlling user work processes and data tasks. In particular Workflow allows us to control the progress of data through a series of steps/states using business... Posted Feb 20 2008, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Workflow, Escalation Rules, Notifications

• Using ASP Pages in Workflow

  Sage CRM has a very powerful internal workflow engine. Workflow may control the processing of data from the initial insertion of the record through to its final state. The user driven aspect of workflow... Posted Oct 03 2007, 01:10 by Jeff Richards with | with 2 comment(s) Filed under: ASP, COM, Workflow, Escalation Rules

• #Code Usage

  The #Codes are a set of codes that indicate to CRM as the dll parses the Meta data it should substitute these references with internal function calls. These are for use where SQL is used directly as the... Posted Aug 02 2007, 10:00 by Jeff Richards with | with no comments Filed under: Escalation Rules, #Codes, Dashboard Blocks

• Scripting Escalation Rules in a Component

  I found this a very interesting issue. If you have created an escalation rule outside a workflow you will not be able to find a place where the component manager script can be generated. So how or where... Posted Jul 24 2007, 10:00 by Jeff Richards with | with no comments Filed under: Workflow, Component, Escalation Rules

• Quick Notifications' on new primary entities

  If you have created a new primary entity in Sage CRM and would like to have notifications for this table it seems a disappointment that a "Notifications" Tab is not available for the newly created... Posted Jul 20 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: custom entity, Views, Escalation Rules, Notifications