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• 6.2
• ASP
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• Marketing
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• Sage CRM 5.8
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• Creating a Dynamic Group in Sage CRM 6.2 using the COM object TargetLists

  The COM API has an old object within it called TargetLists. This object can be used within internal script (Validate, Table Level Script etc) to create both Dynamic and Static Groups. Prior to version... Posted Jan 20 2010, 09:08 by Jeff Richards with | with no comments Filed under: ASP, COM, SQL, Groups, Target Lists, Coding, Sage CRM 6.2, 6.2

• custom_reports settings and Summary Reports

  The links in this article has been corrected. The information included here maybe useful for those people wanting to add features such as automatic definition of reports, or cloning of reports and dynamic... Posted Mar 16 2009, 08:40 by Jeff Richards with | with 4 comment(s) Filed under: Saved Searches, Reports, Summary Reports, Groups

• The Key Attribute Tables

  This article has been updated (again!) to ensure images display and the code has been updated to follow the standard introduced in Sage CRM 6.2. The Key Attribute Profiling feature in Sage CRM provides... Posted Feb 26 2009, 10:23 by Jeff Richards with | with 1 comment(s) Filed under: Key Attribute Profiling, Groups, Target Lists

• Reports, Saved Searches and Groups

  I hope in this article to explain the meta definition of the following structures: Standard Reports Saved Searches Groups (Target Lists) These features/structures in Sage CRM all use the Reports tables... Posted Mar 18 2008, 10:00 by Jeff Richards with | with 5 comment(s) Filed under: Saved Searches, Reports, Groups, Target Lists, Meta Data, Data Model

• 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

• Making a Private Group (Target List) Public

  What happens if a user spends a long time in creating a static group of contacts/records only to discover that they made it private and it can't be shared with colleagues? One little oddity in Sage... Posted Jan 23 2008, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: SQL, Groups, Target Lists

• Checking Progress in Mass Emails

  In Sage CRM you are able to send mass emails from either the Search screens or from the Group (or Target List - pre v6.0) screens via the email button. For example if you logon as the System Administrator... Posted Sep 13 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Marketing, Email, Communications, Groups, Target Lists

• Reports and Graphs using Key Attribute Data

  Reports and Report Charts can only be built from views. So If we want to create a Report Chart that uses Key Attribute Data then we must first create the view. The structure of the tables that holds the... Posted Sep 08 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: SQL, Views, Reports, Sage CRM 6.0, Sage CRM 5.8, Key Attribute Profiling, Graphs, Groups, Target Lists