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• A Universal "Go Back" button in Workflow

  This article has been edited (1st November 2009) to correct links and make the code follow the convention introduced in Sage CRM 6.2 The requirement to allow the user to fall back to an earlier point in... Posted Nov 01 2009, 01:00 by Jeff Richards with | with no comments Filed under: ASP, COM, Workflow, create script, table level scripts, Fields

• Working around Date/Time field issues in Web to Lead forms in Sage CRM 6.2

  The feature 'Web to Lead' in Sage CRM enables you to create web pages for collecting lead information automatically. The process generates the HTML to define a web form page for entering lead details... Posted Oct 01 2009, 09:30 by Jeff Richards with | with 1 comment(s) Filed under: Fields, dates, Sage CRM 6.2, Web To Lead, Date/Time, Date

• 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

• 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

• Useful Date Functions

  Occasionally you will need to fetch a date from either the CRM database or perhaps from an external system that is then needs to be formatted so it looks like a CRM date. All users are able to set their... Posted Jul 10 2009, 10:48 by Jeff Richards with | with 4 comment(s) Filed under: ASP, COM, Code Snippets, Columns, Fields, dates, Javascript

• 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

• Lookup Fields that Side Step Security

  In this article I would like to discuss a number of distinct concepts and then bring them together. Search Select Advanced Fields Security and Data Access Dynamically Changing Field Properties using an... Posted Jul 02 2009, 10:54 by Jeff Richards with | with no comments Filed under: create script, Search Select Advanced, Security, Fields

• Tips for Building Views

  The following is a survey of all the different articles that have discussed creating and editing views within Sage CRM. Understanding SQL views is essential as they under pin just about every feature within... Posted Jul 01 2009, 10:28 by Jeff Richards with | with no comments Filed under: Workflow, Web Services, SQL, Views, Reports, Security, Logging, Fields, Graphs, vsentinel

• 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

• Using a TableLevel script to Update Submitted Values

  This article has been updated 22nd May 2009 to ensure the code follows the convention introduced in Sage CRM 6.2. Imagine you have a requirement to a ensure that a particular opportunity field contains... Posted May 22 2009, 08:25 by Jeff Richards with | with 1 comment(s) Filed under: Workflow, table level scripts, Fields, StoredProc

• The display of a photo or image in the person screen

  This post has been updated to make sure the code follows the convention introduced in Sage CRM 6.2. The code has also been corrected to prevent errors occuring as a new person record is created. The idea... Posted Apr 03 2009, 10:02 by Jeff Richards with | with no comments Filed under: create script, Fields, Library, Image

• 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

• Building a Search Select Advanced Field in ASP

  This article has been updated to correct links and to bring the code in line with the convention introduced in Sage CRM 6.2 I have covered the EntryTypes used in CRM in an earlier article, " Sage... Posted Mar 13 2009, 01:31 by Jeff Richards with | with 1 comment(s) Filed under: ASP, COM, Search Select Advanced, Code Snippets, Fields, EntryTypes

• 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