Browse by Tags

• 6.2
• 64Bit
• Addresses
• ASP
• clone
• Code Snippets
• Coding
• COM
• configuration
• Cookies
• create script
• custom captions
• custom_sysparams
• customization
• Data Model
• Data Type
• Date
• Date/Time
• dates
• Download
• Dutch
• Edit Screen
• Email
• entity level script
• EntryTypes
• ERP
• ewaress.js
• Fields
• Firefox
• French
• German
• Groups
• Installation
• Integration Options
• Journal
• jspell
• Language Pack
• Merge Person
• Mobile
• Multiple Blocks
• MultipleEntityLink
• Related Companies List
• Related Entities
• Sage 100
• Sage 200
• Sage Accpac
• Sage Bäurer
• Sage Classic Line
• Sage CRM 6.1
• Sage CRM 7.0
• Sage MAS
• Sage Office Line
• Search Select Advanced
• Self Service
• SOAP
• SOLO
• Spanish
• Spell Checker
• SQL
• System Administration
• System Parameters
• table level scripts
• Target Lists
• translations
• Troubleshooting
• Validation
• Web Services
• Web To Lead
• Windows Server 2008

• Sage CRM Solo Hints and Tips Guide

  This document has been made available for development partners. This covers version Sage CRM 6.2. We are pleased to announce the release of the 'Sage CRM Solo Hints and Tips Guide'. This guide... Posted Jan 28 2010, 04:05 by Jeff Richards with | with no comments Filed under: SOLO, Sage CRM 6.2, Troubleshooting, System Administration, 6.2

• Sage CRM 6.1 and Sage CRM 6.2 Language Packs

  This article has been updated 25th January 2010 to include additional resources. For those of you working in different languages there are 3 language packs available to extend the translations for Sage... Posted Jan 25 2010, 11:28 by Jeff Richards with | with 1 comment(s) Filed under: custom captions, translations, Sage CRM 6.2, German, French, Dutch, Spanish, Language Pack

• Installing Self Service

  Below is a simple diagram showing the architecture of Sage CRM's self service module. You can see that this clearly implies that the Self Service site exists beyond the corporate firewall. For a company... Posted Jan 21 2010, 09:52 by Jeff Richards with | with no comments Filed under: Self Service, Installation, Sage CRM 6.2, System Administration, Sage CRM 7.0, configuration

• Creating a Dynamic Group in Sage CRM 6.2 using the COM object TargetLists

  The COM API has an old object within it called TargetLists. This object can be used within internal script (Validate, Table Level Script etc) to create both Dynamic and Static Groups. Prior to version... Posted Jan 20 2010, 09:08 by Jeff Richards with | with no comments Filed under: ASP, COM, SQL, Groups, Target Lists, Coding, Sage CRM 6.2, 6.2

• The Journal Table

  I was tempted to start a new series of articles called " Mysterious Tables of Sage CRM " but since this is supposed to be a sensible library of "Hints, Tips and Tricks" I have resisted... Posted Jan 15 2010, 12:26 by Jeff Richards with | with 1 comment(s) Filed under: Web Services, SQL, Integration Options, Sage CRM 6.1, Sage CRM 6.2, Sage 100, Sage Accpac, Sage MAS, ERP, Sage Office Line, Sage Classic Line, Journal, Sage Bäurer, SOAP, Sage 200

• Investigating how the database has changed between versions of Sage CRM

  When a new version of Sage CRM is released or a new patch is issued there may be changes made to the database tables and views. These changes can be obvious, for example if a new table is added to support... Posted Oct 05 2009, 03:23 by Jeff Richards with | with 2 comment(s) Filed under: SQL, Data Type, Download, Data Model, Sage CRM 6.2, customization

• Working around Date/Time field issues in Web to Lead forms in Sage CRM 6.2

  The feature 'Web to Lead' in Sage CRM enables you to create web pages for collecting lead information automatically. The process generates the HTML to define a web form page for entering lead details... Posted Oct 01 2009, 09:30 by Jeff Richards with | with 1 comment(s) Filed under: Fields, dates, Sage CRM 6.2, Web To Lead, Date/Time, Date

• Merging Person records attached to different Companies

  This article is related to the previous discussion " Cloning a Person and assigning to a new Company ". In a default install of Sage CRM 6.2 it is not possible to merge a person record with another... Posted Sep 30 2009, 12:16 by Jeff Richards with | with no comments Filed under: SQL, System Parameters, Sage CRM 6.2, clone, custom_sysparams, Merge Person

• Self Service Workarounds

  This article has been updated to correct links and to correct code. There have now been a few articles posted here that discuss Self Service . So if you have been reading these or have been working with... Posted Mar 13 2009, 09:49 by Jeff Richards with | with no comments Filed under: ASP, COM, Search Select Advanced, Self Service, Fields, EntryTypes, dates, Sage CRM 6.2, ewaress.js

• Spell Checking in Sage CRM 6.2

  Sage CRM 6.2 added a wysiwyg editor and an integrated spell checker to its internal email client. Below are some of the questions I've been asked about the spell checker. If you are a development partner... Posted Feb 20 2009, 01:25 by Jeff Richards with | with 1 comment(s) Filed under: Email, Cookies, Sage CRM 6.2, Spell Checker, jspell

• Installing Sage CRM 6.2 on 64bit Windows Server 2008

  The following is a tip from colleagues in Dublin and Kuala Lumpur. The documentation contains instructions on how to install Sage CRM 6.2 on Windows Server 2008 and how to configure IIS for Sage CRM. If... Posted Feb 18 2009, 07:58 by Jeff Richards with | with 1 comment(s) Filed under: Installation, Sage CRM 6.2, Troubleshooting, Windows Server 2008, 64Bit

• Reporting on Entity Relationships

  Please note that this article discusses both Sage CRM 6.2 and earlier. Sage CRM 6.1 and earlier Prior to Sage CRM 6.2 if you wanted to link one entity with another in a flexible, associative releationship... Posted Dec 01 2008, 02:12 by Jeff Richards with | with 1 comment(s) Filed under: Related Companies List, MultipleEntityLink, Sage CRM 6.1, Sage CRM 6.2, Related Entities

• An easy way to simulate a mobile device

  A little while ago I ran into problems trying to get the mobile emulator that comes with Visual Studio to work. You are supposed to be able to use it to run and showcase device applications. I lost patience... Posted Oct 21 2008, 10:13 by Jeff Richards with | with 4 comment(s) Filed under: Sage CRM 6.2, Firefox, Mobile

• Using the ASP COM API to create more than 2 records at once.

  In an earlier article I showed how you could create a complex screen that allowed the editing multiple records in ASP. The actual example was the editing of a Company, Person and Address record all together... Posted Oct 16 2008, 11:23 by Jeff Richards with | with no comments Filed under: ASP, COM, Multiple Blocks, Addresses, Sage CRM 6.2

• Example of a Complex Screen editing multiple records in ASP (using the Sage CRM 6.2 coding name change)

  I have written before about the creation of a complex screen where the ASP page offers the user the ability to edit two records at the same time. See: http://dpp.sagecrm.com/blogs/hints_tips_and_tricks... Posted Oct 15 2008, 10:26 by Jeff Richards with | with 2 comment(s) Filed under: ASP, COM, Multiple Blocks, Edit Screen, Sage CRM 6.2