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Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.
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hack [hāk] -verb (used with object): To cut, notch, slice, chop, or sever (something.) To damage or injure by crude, harsh, or insensitive treatment; mutilate; mangle. -computing jargon: A quick job that...
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Previously I blogged about using AJAX in CRM Customisations. I found a bit of a gotchya that can cause data-loss. Please read this article for a description of this problem and how to avoid it. CRM keeps...
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In this post I will be exploring the possibilities of combining the CRM.AddContent method and some javascript data transmission techniques. Previously I've blogged about using AJAX to access server...
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If you are developing a server-side script such as a Create Script, Validate Script or Table Level Script, it is often useful to write debugging information to a log. Jeff has blogged about a technique...
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I have previously provided an example of a function that may be used in a search screen to test whether the page contained a List or a Grid. You can see this in the article " Clientside control of...
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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...
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A while back I blogged about injecting scripts into system action screens that don't have custom content field. Well recently I had an epiphany about Translations and using them to embed scripts into...
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* The code in this article has been updated to fix a bug that caused it not to work for any entity that did not have a prefix that matched the entity name * A while back Jeff Richards wrote a blog post...
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This article has been updated (29th April 2009) to correct hyperlink references and to use the coding convention introduced in Sage CRM 6.2. For 6.1, a partner would like to add a button with a URL that...
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We know that a LIST block can be filtered based on a standard filter screen block via var filter = eWare.GetBlock("MyFilterBoxName"); var list = eWare.GetBlock("MyListName"); list.ArgObj...
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When choosing a field for the Display Field For Amendment action, you can select fields from the view that are not on the table the rule is based on. For example you can select the comp_primaryuserid if...
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It is common to have CRM send out an e-mail on the creation of a new entity. For example you may have an e-mail sent to the assigned user on a new Opportunity notifying them that a the Opportunity has...
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*** See my recent blog post for information about an AJAX gotchya *** *** See my recent blog post for a different technique for getting server information client side *** Wouldn't it be nice to be...
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CRM allows you to change the display fields used in an Search Select Advanced (SSA) field but it does not give you control over the order of the fields displayed. The following function, placed in the...
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