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• Changing the sort order of an SSA (Search Select Advanced) field

  I was recently asked how to change the view order of the drop down in a SSA field (Advanced Search Select/Search Select Advanced). The sorting is always on the view field for the SSA field in alphabetical... Posted Jan 25 2010, 03:34 by JackAllan with | with no comments Filed under: Search Select Advanced, customization, JackAllan, ssa, advanced search select

• Dynamically change SearchSQL for an SSA field client-side

  Recently I was asked if it is possible to restrict a Search Select Advanced field based on criteria that may change client-side. The answer was no, it's not possible through standard customization... Posted Jan 25 2010, 09:44 by JackAllan with | with 1 comment(s) Filed under: clientside, Search Select Advanced, SearchSQL, JackAllan, hack, ssa

• Lookup Fields that Side Step Security

  In this article I would like to discuss a number of distinct concepts and then bring them together. Search Select Advanced Fields Security and Data Access Dynamically Changing Field Properties using an... Posted Jul 02 2009, 10:54 by Jeff Richards with | with no comments Filed under: create script, Search Select Advanced, Security, Fields

• How Restrictor field works on a Search Select Advanced field

  One of the neat features in CRM is the ability to restrict a Search Select Advanced (SSA) field by another field. An example of this behavior can be seen in the Web Picker screens where the Person SSA... Posted Apr 24 2009, 04:08 by JackAllan with | with 8 comment(s) Filed under: Search Select Advanced, JackAllan

• Changing Search Select Advanced display fields

  CRM allows you to change the display fields used in an Search Select Advanced (SSA) field but it does not give you control over the order of the fields displayed. The following function, placed in the... Posted Apr 06 2009, 09:18 by JackAllan with | with no comments Filed under: Custom Content, sagecrm.com, clientside, Search Select Advanced, Javascript, JackAllan

• Building a Search Select Advanced Field in ASP

  This article has been updated to correct links and to bring the code in line with the convention introduced in Sage CRM 6.2 I have covered the EntryTypes used in CRM in an earlier article, " Sage... Posted Mar 13 2009, 01:31 by Jeff Richards with | with 1 comment(s) Filed under: ASP, COM, Search Select Advanced, Code Snippets, Fields, EntryTypes

• COM API objects available in Self Service

  This article has been updated to correct links Notes In the above image you will see a couple of the rows marked to indicate that there are further notes. Also a feature marked N/A indicates that the method... Posted Mar 13 2009, 12:26 by Jeff Richards with | with 3 comment(s) Filed under: Email, ASP, COM, Search Select Advanced, Self Service, Library

• 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

• 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

• Coding Search Select Advanced properties in the ASP COM API

  I steal from colleagues and now I shamelessly steal from partners. This is a good example of coding the properties of a Search Select Advanced field in an ASP page. The most important thing to point out... Posted Dec 03 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: ASP, COM, Search Select Advanced, SearchSQL

• Products by Code, and example of changing a Search Select Advanced field's behaviour

  Simple things can become show stoppers. I was asked if there was anyway to expose the Product Code field in the Line Items area when building a Quote? The customer wants to enter order by code or SKU number... Posted Sep 06 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: custom captions, translations, Search Select Advanced

• Hiding the Advanced Search Select field including the gif image

  Purpose : Hide the Search Select Advanced Field. It is easy to hide the text fields(using Capt_/Data_), but to hide the gif image / underlying URL the following script can be used. This script is tested... Posted Aug 24 2007, 10:00 by Jeff Richards with | with no comments Filed under: Custom Content, sagecrm.com, clientside, Search Select Advanced, Fields

• How do I add the ID from a Custom Table table as an Search Select Advanced?

  If we assumed that the new table is called Vacancy Add the following translations, family=SS_Entities, code='Vacancy', capt_us='Vacancy' family=SS_SearchTables, code='Vacancy',... Posted Jun 23 2007, 10:00 by Jeff Richards with | with 2 comment(s) Filed under: custom captions, translations, Search Select Advanced, custom entity