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• Building List screens with FilterBoxes

  The code in this article has been corrected and updated (29th October 2009) to bring it into line with the coding convention introduced in Sage CRM 6.2. Custom Pages that contain Search screens are fussy... Posted Oct 29 2009, 03:45 by Jeff Richards with | with 2 comment(s) Filed under: ASP, List Block, Filter, CRM

• Increasing List Size beyond the default limit of 25 rows

  List length in Sage CRM is determined by the value of the "Grid Size" field that is set within the users preferences. By default this is either (5, 10, 15, 20, 25). The maximum by default is... Posted Oct 06 2009, 03:41 by Jeff Richards with | with 2 comment(s) Filed under: sagecrm.com, List Block, List Page, GridSize, Hosted

• 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

• The Clientside Control of Lists and Columns

  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... Posted Jul 27 2009, 12:32 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, sagecrm.com, List Block, List Page, clientside, Columns, GridColumns, Include Files, Javascript, Hosted

• 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

• Fine Control of PopUp windows

  In the article " Using Clientside Code to Change the Property and Behaviour of a Column in a List " I gave an example of changing the hyperlink on a column to open in a new window. The trick... Posted Jul 01 2009, 01:25 by Jeff Richards with | with 1 comment(s) Filed under: sagecrm.com, List Block, clientside, Columns, GridColumns, Hyperlinks

• 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

• 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

• Building Lists without reference to Meta Data in the ASP COM API

  This article has been updated 9th June 2009 to correct formatting and to change the code to use the convention introduced in Sage CRM 6.2. Above is a picture of a new list added into the My CRM area of... Posted Jun 09 2009, 02:13 by Jeff Richards with | with 2 comment(s) Filed under: ASP, List Block, COM, List Page, Columns, GridColumns, Meta Data

• Using Clientside Code to Change the Property and Behaviour of a Column in a List

  When customizing a List block you have access to two means of controlling the properties of a column. The first is by using the create script for the column. See the article " Using Create Script... Posted Jun 01 2009, 04:06 by Jeff Richards with | with 3 comment(s) Filed under: sagecrm.com, List Block, List Page, clientside, GridColumns

• Using Create Script in GridColumns

  In the image below we can see the Company Name is displayed in an opportunity list that is in the context of the company and so that column is redundant and does not need to be shown. The list is created... Posted Jun 01 2009, 03:22 by Jeff Richards with | with 2 comment(s) Filed under: ASP, List Block, List Page, create script, Context, GridColumns, .NET API

• Customizing the communications tab uniquely for different entities

  Entities such as opportunity, lead, person and company all have communication tabs that use the built in communicationlist system action. This renders a screen with the CommunicationList list. Which means... Posted May 06 2009, 07:21 by JackAllan with | with 2 comment(s) Filed under: ASP, List Block, Filter, Communications, communicationlist, JackAllan

• Displaying Multiple List Blocks using the ASP COM API

  This article has updated so that the code follows the convention introduced in Sage CRM 6.2. We have seen in other posts that it is perfectly possible to create ASP pages that contain multiple blocks.... Posted Mar 13 2009, 07:08 by Jeff Richards with | with 2 comment(s) Filed under: ASP, List Block, COM, List Page, Multiple Blocks

• Customizing a Screen

  This article has been updated to correct links. A screen is called as a result of a hyperlink. This may be a button click, a call from the recent list or any other selection from the interface. A URL of... Posted Jan 23 2009, 08:38 by Jeff Richards with | with no comments Filed under: System Actions, List Block, Context, Key Values, Entry Screen, PipeLineGraphic, Edit Screen, Meta Data