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• Controlling the availability of a Company tab based on products purchased

  This article considers how the availability of a tab in the company context maybe controlled so that it is only displayed when the customer has purchased a particular product. The general availability... Posted Mar 06 2009, 12:54 by Jeff Richards with | with no comments Filed under: Tab, SQL, Views, ##Codes

• An Example of Implementing Serverside Merging using COM API ASP

  This article has been updated to allow download of files from this site. A little while ago I discussed how the Mail Merge process works in the core system. http://dpp.sagecrm.com/blogs/hints_tips_and_tricks... Posted Dec 15 2008, 08:45 by Jeff Richards with | with no comments Filed under: COM, Component, ##Codes, Download, Mail Merge

• Embedded Links in Workflow Emails

  This is an older tip that I must thank a colleague in the UK for jogging my memory. If you wish to add links that reference records in CRM to the emails that are generated from workflow and escalation... Posted Mar 06 2008, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Email, Workflow, Escalation Rules, ##Codes

• Some thoughts on accessing the eMail Templates in the COM API.

  Sage CRM allows you to build email Templates and it offers 3 options for sending out emails. But only one of the options allows an obvious way of using the templates. We can use the internal email client... Posted Dec 10 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Email, COM, ##Codes, Mail Manager

• Using the ##Codes

  Using the ##Codes The ##Codes are used in the form #fieldname# and indicate the field data that that should be substitued as the meta data is parsed. The ##Codes are used in Email Templates and Workflow... Posted Aug 03 2007, 10:00 by Jeff Richards with | with 2 comment(s) Filed under: Email, Workflow, ##Codes