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• Changing the WSDL file

  This article was updated (31st October 2009) to correct links. It is perfectly true that for an early version of 5.8 we managed to generate a malformed WSDL file so that briefly people had to manually... Posted Oct 31 2009, 05:41 by Jeff Richards with | with 2 comment(s) Filed under: Web Services, Meta Data

• Always Use Default Database

  The links in this article were corrected on 31st October 2009. This option, that is available for an on premise install, is found under Administration -> System -> Database It looks like this feature... Posted Oct 31 2009, 10:24 by Jeff Richards with | with no comments Filed under: Meta Data, Always Use Default Database

• Investigating new and changed Meta Data structures in an installation of Sage CRM

  I have added to the resources section two very simple SQL scripts that can be used to help you report what new Meta Data structures have been added to an install of Sage CRM and what has been changed since... Posted Oct 08 2009, 10:41 by Jeff Richards with | with 1 comment(s) Filed under: SQL, Download, Meta Data

• 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

• 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

• 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

• 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 Joins in Web Services

  Imagine you need to retrieve information from CRM via the webservices interface; this query should combine data from multiple tables. In the COM API (ASP pages, self service, table level scripts etc) you... Posted Jun 09 2009, 10:13 by Jeff Richards with | with 3 comment(s) Filed under: COM, Web Services, SQL, Views, eWareQuery Object, Meta Data, Person, OrderItems, Orders, QuoteItems, Quotes, joins, company, newproduct, uomfamily, uom

• Adding a new Panel to a Summary screen e.g. Company Summary

  A screen like the company summary screen has a very particular structure because it is partially defined in meta data and partial has its structure hard coded into the system action being called. The detail... Posted May 22 2009, 07:32 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, clientside, create script, custom captions, translations, Entry Screen, Mode, Meta Data, companyboxlong, blocks

• How does Meta Data create a Screen?

  If we consider a screen like the Case Summary screen we can imagine it being built in a series of layers. If we consider the hyperlink http://localhost/CRM/eware.dll/Do?SID=198369875659391&Act=281&Mode... Posted May 22 2009, 08:32 by Jeff Richards with | with 5 comment(s) Filed under: System Actions, Workflow, Summary Screen, Meta Data

• Search Select Advanced Fields and the Self Service COM API

  This article has been updated to correct links I have written about the quirkiness of the Self Service API previously in the article " Self Service Quirks ". It that post I pointed out that the... Posted Mar 13 2009, 12:05 by Jeff Richards with | with 1 comment(s) Filed under: Search Select Advanced, Self Service, Meta Data

• Building selection lists in ASP pages without reference to Meta Data

  This article has been updated to follow the coding convention introduced in Sage CRM 6.2 From time to time you will need to build pages that can not directly be based on a Meta data definition of a screen... Posted Mar 13 2009, 12:01 by Jeff Richards with | with 1 comment(s) Filed under: ASP, COM, Drop Down Lists, Fields, Meta Data

• Building a Screen not bound to Meta Data using the ASP COM API

  This article has been updated to ensure the code follows the coding convention introduced in Sage CRM 6.2. The code below demonstrates how a page like the Preferences screen can be rebuilt in Sage CRM... Posted Mar 13 2009, 11:36 by Jeff Richards with | with 3 comment(s) Filed under: ASP, COM, Entry Screen, Edit Screen, Meta Data

• 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

• 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