Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.
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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...
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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...
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The diagram below contains the objects, methods and properties that are the main ones used in the internal COM API of Sage CRM. These objects can be used in field level scripts; Create and Validate and...
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This article has been edited and corrected. The code in this article has been changed to follow the coding convention that was introduced in Sage CRM 6.2 The Values() collection can be used in all serverside...
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I have discussed calling Stored Procedures from within Sage CRM before in the the article " Using the COM CRM.CreateQueryObj() to call a Stored Procedure ". From that article it can be seen that...
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This example code is provided by a colleague in Switzerland. It provides an alternative way of creating an automatically incrementing field value. The result of the code is to create an incrementing number...
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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'";...
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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"...
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The control of field level security can be found against each field listed under the Field tab in the customization area. Administration | Customization | TableName We know from the documentation that...
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Thanks to Dave for this one! Problem: You want a date field to default to today when a user adds a new record to a table. You do not want the user to see the date field on the screen. Problem2: You try...
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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...
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