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• Detect Screen Mode (Client Side) for Company and Person Summary Screens

  This article has been updated to correct the code. This is a little obscure but nonetheless this isssue caused me a problem this morning. I was just writing some code to put into the custom content box... Posted Mar 13 2009, 05:25 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, sagecrm.com, clientside, Sage CRM 6.0, Sage CRM 5.8, Mode

• intelli-CTi for Sage CRM v6.0e and above - work round to retain intelli-CTi function

  If you or your customers are using intelli-CTi for Sage CRM v6.0, and have upgraded to service pack e or above (hereafter referred to as Sage CRM v6.0e), please note that a new version of the CTI cab file... Posted Feb 26 2008, 10:00 by Jeff Richards with | with no comments Filed under: Sage CRM 6.0, CTI, Patch, intelli-CTi, QGate

• Controlling access to reports

  I am going make the assumption you are working with Sage CRM 5.8 onwards. It is worth reminding ourselves that the security features in Sage CRM extend to cover the internal CRM reporting engine. If a... Posted Feb 19 2008, 10:00 by Jeff Richards with | with no comments Filed under: Tab, Reports, Security, Sage CRM 6.0, Sage CRM 5.8

• Using Views in User Driven Workflow

  Workflow rules in Sage CRM (5.8 or 6.0) can be based on Views rather than on simple tables. This is a feature that I find most useful when creating Escalation rules but we can also use views in the definition... Posted Dec 12 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Workflow, Views, Sage CRM 6.0, Sage CRM 5.8

• Sage CRM and Security Territories

  Sage CRM has a complex and sophisticated Security mechanism implemented as automatic alteration of the SQL used to fetch either the application data to the screen or the meta data that controls the availability... Posted Nov 27 2007, 10:00 by Jeff Richards with | with 4 comment(s) Filed under: SQL, Views, Security, Sage CRM 6.0, System Parameters

• Will version Sage CRM 5.8 Components run with version 6.0?

  This is one of the questions that can be quite hard to answer. Version 6.0 offers a good range of very important new features New Keyword Search and Advanced Search Functionality Simplified Field Level... Posted Oct 10 2007, 10:00 by Jeff Richards with | with no comments Filed under: Component, Sage CRM 6.0, Sage CRM 5.8

• Reports and Graphs using Key Attribute Data

  Reports and Report Charts can only be built from views. So If we want to create a Report Chart that uses Key Attribute Data then we must first create the view. The structure of the tables that holds the... Posted Sep 08 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: SQL, Views, Reports, Sage CRM 6.0, Sage CRM 5.8, Key Attribute Profiling, Graphs, Groups, Target Lists

• Sage CRM and Internet Explorer 7.0

  We can only actually support 'officially' versions of Internet Explorer that have been released at the time the CRM software is developed. So when CRM 5.7 was released only IE 55 and 6.0 were available... Posted Aug 18 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Internet Explorer, Sage CRM 6.0, Sage CRM 5.8, Browser