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• The Programmatic Refresh of Meta Data using COM ASP API

  This article has been edited 9th June 2009 to following the coding convention introduced in Sage CRM 6.2. This article will discuss 1) 2 methods to programmatically control the refresh of meta data. 2... Posted Jun 09 2009, 02:21 by Jeff Richards with | with 2 comment(s) Filed under: Marketing, ASP, COM, Meta Data, System Parameters

• A component to make marketing workflows fully editable

  Straight out-of-the-box Sage CRM is a fully featured system which has all the main features you would expect in a CRM system. (See the article " How can Sage CRM save you money? "). Amongst the... Posted May 26 2009, 01:46 by Jeff Richards with | with 2 comment(s) Filed under: Marketing, Workflow, Component, Download, WaveItems, waves, campaigns

• 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

• Adding a Clone Campaign button to Sage CRM 6.x using ASP COM API

  Here is an example that uses the Button Group feature added in Sage CRM 6.1. The code has been updated to reflect the new coding standard introduced with Sage CRM 6.2 You can see from the screen shot above... Posted Feb 10 2009, 03:15 by Jeff Richards with | with 1 comment(s) Filed under: Tab, Marketing, ASP, COM, Sage CRM 6.1, Button Group, Campaign, clone, WaveItems, Wave

• 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

• Mass Emailing to Different Addresses?

  Someone has just asked me how to change the address that is used to send to the people on the search or target list? Since we can add more emails to a person suppose it was wanted to send a birthday card... Posted Jun 17 2007, 10:00 by Jeff Richards with | with no comments Filed under: Marketing, Email