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• 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

• Jack's Hack FAQ

  hack [hāk] -verb (used with object): To cut, notch, slice, chop, or sever (something.) To damage or injure by crude, harsh, or insensitive treatment; mutilate; mangle. -computing jargon: A quick job that... Posted Jan 25 2010, 09:39 by JackAllan with | with 1 comment(s) Filed under: clientside, Javascript, customization, JackAllan, unsupported, support, hack

• Using an onChange Script on a Selection list to set a value of another field

  This is a simple real world example. There was a customer need to set a field values based on value of another field on the opportunity screen. The screens had been customized. The oppo_forecast and oppo_certainty... Posted Dec 30 2009, 08:39 by Jeff Richards with | with no comments Filed under: clientside, onChange, Selection, switch

• Gotchya when using AJAX in CRM Customisations

  Previously I blogged about using AJAX in CRM Customisations. I found a bit of a gotchya that can cause data-loss. Please read this article for a description of this problem and how to avoid it. CRM keeps... Posted Nov 02 2009, 04:22 by JackAllan with | with 1 comment(s) Filed under: ASP, clientside, AJAX, Javascript, serverside, JackAllan

• Getting server side stuff client side

  In this post I will be exploring the possibilities of combining the CRM.AddContent method and some javascript data transmission techniques. Previously I've blogged about using AJAX to access server... Posted Oct 05 2009, 11:05 by JackAllan with | with 1 comment(s) Filed under: clientside, Workflow, translations, CRM, SQL, Javascript, serverside, json, Query, CreateQueryObj, IeWareQuery, jscript, AddContent, JackAllan

• The Clientside Control of Lists and Columns

  I have previously provided an example of a function that may be used in a search screen to test whether the page contained a List or a Grid. You can see this in the article " Clientside control of... Posted Jul 27 2009, 12:32 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, sagecrm.com, List Block, List Page, clientside, Columns, GridColumns, Include Files, Javascript, Hosted

• Clientside control of fields in Search screens including detection of grids and lists

  This tip is a modified product of a conversation that took place between a couple of my colleagues in the UK and US. The need was to find a technique that would allow the easy clientside control of fields... Posted Jul 17 2009, 08:45 by Jeff Richards with | with 1 comment(s) Filed under: Custom Content, sagecrm.com, clientside, Search Screen, Fields, Hosted

• 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

• Getting scripts into hard-to-reach places

  A while back I blogged about injecting scripts into system action screens that don't have custom content field. Well recently I had an epiphany about Translations and using them to embed scripts into... Posted Jul 08 2009, 06:39 by JackAllan with | with 1 comment(s) Filed under: Custom Content, clientside, custom captions, translations, Key Values, Javascript, querystring, JackAllan

• Manage Escalations

  A new example component has been added to the resources section for development partners to download. The purpose of this component is to make the management of escalation rules easier in implementation... Posted Jul 03 2009, 01:56 by Jeff Richards with | with no comments Filed under: ASP, List Block, COM, List Page, clientside, Search Screen, Entry Screen, GridColumns, Fields, Meta Data

• Company and Person Workflow Progress with Tracking tab in CRM

  Many thanks must go to a colleague in the UK professional services team for this article. Introduction Customers often request the ability to track Company or Person changes in much the same way that CRM... Posted Jul 03 2009, 10:36 by Jeff Richards with | with no comments Filed under: List Block, clientside, Workflow, create script, SQL, Entry Screen, Fields, Person, Runblock, company, tabs, progress table, tracking

• Fine Control of PopUp windows

  In the article " Using Clientside Code to Change the Property and Behaviour of a Column in a List " I gave an example of changing the hyperlink on a column to open in a new window. The trick... Posted Jul 01 2009, 01:25 by Jeff Richards with | with 1 comment(s) Filed under: sagecrm.com, List Block, clientside, Columns, GridColumns, Hyperlinks

• Using Clientside Code to Change the Property and Behaviour of a Column in a List

  When customizing a List block you have access to two means of controlling the properties of a column. The first is by using the create script for the column. See the article " Using Create Script... Posted Jun 01 2009, 04:06 by Jeff Richards with | with 3 comment(s) Filed under: sagecrm.com, List Block, List Page, clientside, GridColumns

• Making tooltips work in Firefox, Chrome, Safari, Opera et al...

  Throughout the system, in different screens, Sage CRM uses tooltips on hyperlinks. For example in the OpportunityList screen you can see tool tips on on the tab customization button at the top right and... Posted Jun 01 2009, 02:30 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, sagecrm.com, clientside, attachEvent, Internet Explorer, Firefox, Hyperlinks, Tooltips, addEventListener, Safari, Opera, Chrome, Alt, Title

• Adding a new Panel to a Summary screen e.g. Company Summary

  A screen like the company summary screen has a very particular structure because it is partially defined in meta data and partial has its structure hard coded into the system action being called. The detail... Posted May 22 2009, 07:32 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, clientside, create script, custom captions, translations, Entry Screen, Mode, Meta Data, companyboxlong, blocks