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• Reporting on Customizations

  One of the chief advantages of Sage CRM is that it is meta data based. The definitions of screens, lists and business rules like workflow are all stored in the database. If you change the definition in... Posted Aug 24 2009, 10:07 by Jeff Richards with | with 4 comment(s) Filed under: Custom Content, Workflow, create script, table level scripts, SQL, Views, Reports, onChange, Validation, Fields, customization

• 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

• Making ServerSide objects available to ClientSide code (onChange and Custom Content scripts)

  This article has been updated (29th April 2009) to use the coding convention introduced in Sage CRM 6.2 If you have started to code with Sage CRM you will know that the world is seemingly divided into... Posted Apr 29 2009, 10:15 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, clientside, create script, custom captions, translations, Context

• 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

• Why do my Company screen oncreate scripts misbehave when Sage CRM is integrated with Accpac?

  I was doing some work with a version of Sage CRM that is integrated with Accpac. I noticed the following: First I used an install of Sage CRM without ACCPAC integration. If the following is put in the... Posted Jun 20 2007, 10:00 by Jeff Richards with | with no comments Filed under: Custom Content, entity level script, create script, Accpac