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• A Universal "Go Back" button in Workflow

  This article has been edited (1st November 2009) to correct links and make the code follow the convention introduced in Sage CRM 6.2 The requirement to allow the user to fall back to an earlier point in... Posted Nov 01 2009, 01:00 by Jeff Richards with | with no comments Filed under: ASP, COM, Workflow, create script, table level scripts, Fields

• Using Create Script in GridColumns

  In the image below we can see the Company Name is displayed in an opportunity list that is in the context of the company and so that column is redundant and does not need to be shown. The list is created... Posted Jun 01 2009, 03:22 by Jeff Richards with | with 2 comment(s) Filed under: ASP, List Block, List Page, create script, Context, GridColumns, .NET API

• Adding the Document Drop Plugin into a Custom Page

  This technique covers the use of the Document Drop ActiveX plugin within a custompage. The Document Drop Plugin is used within Sage CRM to allow the easy upload of documents to the library and will also... Posted Mar 30 2009, 10:43 by Jeff Richards with | with 4 comment(s) Filed under: ASP, COM, create script, custom entity, Key Values, Library, Document Drop, Plugins, Values() Collection

• Using the COM CRM.CreateQueryObj() to call a Stored Procedure.

  Below is some code that illustrates how a Stored Procedure maybe invoked in the QueryObject. var strSQL = "DECLARE @@ret int"; strSQL += " EXEC @@ret=eware_get_identity_id 'notes'";... Posted Feb 09 2009, 02:03 by Jeff Richards with | with 3 comment(s) Filed under: ASP, COM, create script, External Script, eWareQuery Object, Stored Procedure

• COM Coding Standard Change in Sage CRM 6.2

  Please note there has been a coding standard change between Sage CRM 6.1 and Sage CRM 6.2. The instantiated COM object in Sage CRM 6.2 now has an alias of "CRM" rather that "eWare"... Posted Oct 15 2008, 10:16 by Jeff Richards with | with 2 comment(s) Filed under: ASP, COM, entity level script, create script, table level scripts, Validation, Code Snippets, Sage CRM 6.2

• Controlling Top Content

  Above is a screen shot that shows a default opportunity summary page. At the top of the page is the frame that contains the TopContent information. Sometimes this is called the context information. In... Posted Jan 19 2008, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: ASP, clientside, create script, custom entity, TopContent, Context, Meta Data

• Getting Hold of User Information in Code

  If you need to control the display of screen elements like buttons in ASP pages (or even client side in the browser screens) according to the identity of the CRM users then you will obviously need to be... Posted Oct 28 2007, 10:00 by Jeff Richards with | with no comments Filed under: ASP, COM, create script, Context, Validation

• Changing a Summary Screen (e.g. Company Summary Screen)

  A summary screen (like the company summary screen) is not easily changed. It is partially constructed from EntryGroupBlocks defined in meta data and other screen components that derive from hard coded... Posted Aug 22 2007, 10:00 by Jeff Richards with | with 4 comment(s) Filed under: Custom Content, ASP, create script, buttons, PipeLineGraphic, Summary Screen, Fields

• Checking for Solo

  How do I tell inside a server side script (or ASP Page) whether or not the script is executing within a SOLO client? This is an important question as if you need to execute SQL against the database e.g... Posted Aug 14 2007, 10:00 by Jeff Richards with | with 2 comment(s) Filed under: ASP, create script, table level scripts, Registry, SOLO