Browse by Tags

• .NET API
• advanced customization wizard
• ASP
• Button Group
• buttons
• clientside
• Columns
• COM
• communicationlist
• Communications
• Component
• Context
• create script
• custom captions
• Custom Content
• Custom Jump
• custom_screenobjects
• Download
• Edit Screen
• Entry Screen
• Escalation Rules
• Fields
• GridColumns
• GridSize
• Hosted
• Include Files
• Javascript
• Library
• List Block
• Meta Data
• Multiple Blocks
• Notifications
• QuickLook
• sagecrm.com
• Search Screen
• Security
• Self Service
• SQL
• Tab
• translations
• Views

• 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

• 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

• 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

• AddContent() and GetPage() versus GetTabs() and Execute() in COM ASP API

  This article has been updated to correct links and to bring the code in line with the convention introduced in Sage CRM 6.2. You can render a page using var myBlock = CRM.GetBlock("opportunitylist"... Posted Mar 13 2009, 04:59 by Jeff Richards with | with no comments Filed under: Tab, ASP, COM, List Page, Self Service, Edit Screen

• Suppressing Display of Duplicate Meeting Records in Company and Person Context

  This article has been updated to include new material for Sage CRM 6.2.1. A new component that implements this feature has been added in the resources section. http://dpp.sagecrm.com/files/folders/components... Posted Jan 07 2009, 08:00 by Jeff Richards with | with 1 comment(s) Filed under: List Page, Views, Component, Communications, Meta Data, communicationlist

• Creating and controlling List Pages in Self Service

  Below is a very simple example of a self service page displaying a list of Cases belonging to an authenticated visitor. The ASP code is found below. The code is marked in different colours and discussed... Posted Dec 05 2008, 01:39 by Jeff Richards with | with 1 comment(s) Filed under: ASP, List Block, COM, List Page, Self Service

• Company Quicklook Rebuild

  This article has been updated to allow download from this site, The zip file contains an example of a rebuild of the Company Quicklook screen. This can be used as example when needing to replace the system... Posted Sep 15 2008, 07:00 by Jeff Richards with | with 1 comment(s) Filed under: ASP, COM, List Page, QuickLook, Download

• Building Custom Jump Hyperlinks from List blocks

  Setting up a Custom Jump from a list to an ASP page is not difficult as we can see from the image below. What is not so obvious is how we can cause more than one name/value pair to be included in the QueryString... Posted Mar 23 2008, 10:00 by Jeff Richards with | with no comments Filed under: ASP, List Block, COM, List Page, Custom Jump

• 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