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• Some thoughts on Sage CRM, FOP, PDF and Reports

  This article has been edited (31st October 2009) to correct links. Sage CRM uses Apache FOP (Formatting Objects Processor) to generate its reports in PDF format. See http://xmlgraphics.apache.org/fop/... Posted Oct 31 2009, 07:23 by Jeff Richards with | with 1 comment(s) Filed under: System Actions, ASP, buttons, Reports, PDF

• Using Tabgroups to define Action Buttons in COM API ASP

  The code in this article has been updated (31st October 2009) to follow the convention introduced in Sage CRM. If you have the Extensibility license, you can create new tab groups and you can perform Advanced... Posted Oct 31 2009, 10:05 by Jeff Richards with | with 1 comment(s) Filed under: Tab, ASP, COM, buttons, custom_screenobjects

• Action buttons on Custom Entity Find Screens

  The code in this article has been updated (31st October 2009) to follow the coding convention introduced with Sage CRM 6.2 Below is a picture of the Company Find screen.. This is the standard system screen... Posted Oct 31 2009, 09:51 by Jeff Richards with | with 2 comment(s) Filed under: ASP, COM, buttons, custom entity

• Adding a Report Button to an Existing System Screen, e.g. OpportunitiesList

  This article shows how to add a button to an existing system screen that will call a report. For example if you look at the image of the OpportunitiesList screen below you can see that a button has been... Posted Jul 13 2009, 11:45 by Jeff Richards with | with no comments Filed under: Custom Content, System Actions, clientside, buttons, Reports, Button Group

• Choices in Customizing Lists

  You only need to follow the tags " List Page " or " List Block " to see that there have been lots of articles written already about how lists can be customized. In this article I want... Posted Jun 16 2009, 02:50 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, List Block, List Page, buttons, custom captions, translations, Views, Library, Button Group, GridSize

• Customizing Help Buttons

  This article discusses how a system administrator can link the help button within a system screen to a new or revised help file. Throughout Sage CRM the system generated pages have help buttons which link... Posted Jun 16 2009, 11:26 by Jeff Richards with | with 1 comment(s) Filed under: System Actions, buttons, Help

• Changing Context when jumping between pages using the COM ASP API

  This article has been updated (29th April 2009) to correct hyperlink references and to use the coding convention introduced in Sage CRM 6.2 I have created a very simple page that contains a couple of buttons... Posted Apr 29 2009, 10:32 by Jeff Richards with | with 2 comment(s) Filed under: System Actions, ASP, buttons, TopContent, Context

• Adding Custom Actions to Find Screens

  This article has been updated to correct links. There is a previous article, " Action buttons on Custom Entity Find Screens " This post explained how to recreate a find screen but I am now going... Posted Mar 13 2009, 05:15 by Jeff Richards with | with no comments Filed under: System Actions, Search Screen, buttons, custom entity

• Custom Buttons in Self Service

  If you are working with Self Service and tried to build a custom button using the techniques discussed in the article " Adding Buttons to an ASP Page ". e.g. var strCallASPButton = CRM.Button... Posted Mar 13 2009, 01:20 by Jeff Richards with | with no comments Filed under: buttons, Self Service

• Adding Buttons to an ASP Page

  This article has been updated to follow the Sage CRM 6.2 coding standard. Consider the code below. This is for a simple edit screen for the Opportunity entity. var intRecordId = CRM.GetContextInfo("opportunity"... Posted Mar 13 2009, 10:29 by Jeff Richards with | with 1 comment(s) Filed under: ASP, buttons

• More about Using CRM security in ASP pages

  This article has been updated to bring the code into line with the coding standard introduced in Sage CRM 6.2. I have previously discussed that access to buttons can be controlled by the 4 & 5 parameter... Posted Feb 10 2009, 04:21 by Jeff Richards with | with 1 comment(s) Filed under: ASP, COM, buttons, Security, Fields

• Using CRM security in ASP pages

  This article has been updated to bring the sample code into line with the new standard introduced with Sage CRM 6.2. Access to buttons can be controlled by the 4 & 5 parameter of the CRM.Button() method... Posted Feb 10 2009, 04:17 by Jeff Richards with | with no comments Filed under: ASP, COM, buttons, Security

• How to Build Buttons that call the Email Editor using the COM ASP API

  This has article has been corrected! Please note in the code below jxxxscript should read javascript. I have written before about building buttons that call the inbuilt system actions. The action code... Posted Nov 10 2008, 02:07 by Jeff Richards with | with 3 comment(s) Filed under: System Actions, Email, ASP, COM, buttons

• Removing the Graphics Mode button from the Related Companies List

  This is a trick that applies to Sage CRM 6.1 (and earlier). Sage CRM 6.1 added the capability to add new Buttons to screens generated from system actions such as the RelatedCompaniesList. This uses the... Posted Aug 05 2008, 02:10 by Jeff Richards with | with no comments Filed under: clientside, buttons, custom_tables, MultipleEntityLink, custom_screenobjects

• Guarding Access to Buttons Built in ASP Pages

  Imagine that you have created a new page that lists data from either Sage CRM or an external system. It maybe that you have classified your users into two types. The first can only view the data, so the... Posted Apr 01 2008, 10:00 by Jeff Richards with | with no comments Filed under: ASP, COM, buttons, Security