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• Integrating Sage CRM with Indexing Services to enable full document search

  Sage CRM offers the ability to search using Keywords across all entities but this keyword searching does not extend into documents that may have been uploaded into the library. As you can see from the... Posted Jul 10 2009, 01:10 by Jeff Richards with | with 5 comment(s) Filed under: ASP, COM, Library, search, find, documents, indexing services, keyword, file

• Choices in Customizing Lists

  You only need to follow the tags " List Page " or " List Block " to see that there have been lots of articles written already about how lists can be customized. In this article I want... Posted Jun 16 2009, 02:50 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, List Block, List Page, buttons, custom captions, translations, Views, Library, Button Group, GridSize

• Hiding the Global Library (Shared Documents) by teams

  This article has been updated (29th April 2009) to correct hyperlink references. Every time a user exports a file from the Company Search page or from the Marketing Actions, it automatically saves the... Posted Apr 29 2009, 11:54 by Jeff Richards with | with 1 comment(s) Filed under: Tab, Marketing, SQL, Library

• 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 the Document Drop Plugin into a Custom Page

  This technique covers the use of the Document Drop ActiveX plugin within a custompage. The Document Drop Plugin is used within Sage CRM to allow the easy upload of documents to the library and will also... Posted Mar 30 2009, 10:43 by Jeff Richards with | with 4 comment(s) Filed under: ASP, COM, create script, custom entity, Key Values, Library, Document Drop, Plugins, Values() Collection

• COM API objects available in Self Service

  This article has been updated to correct links Notes In the above image you will see a couple of the rows marked to indicate that there are further notes. Also a feature marked N/A indicates that the method... Posted Mar 13 2009, 12:26 by Jeff Richards with | with 3 comment(s) Filed under: Email, ASP, COM, Search Select Advanced, Self Service, Library

• More Adventures with the Library

  I have been investigating the list of documents that appears under the Company tab group. This is actually part of a set of investigations into the library entity that I am working on. So there will be... Posted Jan 31 2008, 10:00 by Jeff Richards with | with no comments Filed under: ASP, List Page, SQL, custom_screenobjects, Views, Context, Library, Meta Data

• Some thoughts about the Library

  I hope that the material that I put here is of use and is relevant to developers and partners implementing CRM. I can't claim all the articles published here under my name as 'all my own work'... Posted Nov 29 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Email, SQL, Library, Mail Manager

• SageCRM Uploader

  If you ever wanted to upload a file into SageCRM via web services you will like this post. Thanks to some help from Dublin this example will show you how to do just that. The trick is this, you have to... Posted Oct 16 2007, 10:00 by Jeff Richards with | with 4 comment(s) Filed under: Web Services, Import, Library

• Uploading Documents to the Library with the ASP COM API

  In Sage CRM if you have created a new custom entity using the Advanced Customization Wizard then you would have had the option to create a libary page for the entity. This provides a straight forward way... Posted Oct 08 2007, 10:00 by Jeff Richards with | with no comments Filed under: ASP, COM, custom entity, Library, Document Drop

• Publishing Library Items in Self Service

  The Libary table is available to be used in Self Service and it is easy enough to create a listing of library items associated with a solution but a screen that displays details of the LibraryItem will... Posted Aug 26 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: COM, Self Service, Sage CRM 5.8, Library, Sage CRM 5.7