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• Write to the CRM logs in a server-side script

  If you are developing a server-side script such as a Create Script, Validate Script or Table Level Script, it is often useful to write debugging information to a log. Jeff has blogged about a technique... Posted Oct 01 2009, 07:08 by JackAllan with | with no comments Filed under: create script, table level scripts, Debugging, SQL, Logging, Oracle, Javascript, serverside, validate script, SQL Logs, logs, script, JackAllan

• 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

• 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

• Using SearchSQL to limit data returned by selection lists

  In the screen shot below we can see the demo user "Susan Maye" is limited to assigned the new opportunity to only people in the "Direct Sales" team. This has been accomplished by using... Posted Jan 27 2008, 10:00 by Jeff Richards with | with no comments Filed under: Unexpected Event, create script, SQL, Drop Down Lists, Fields, SearchSQL

• But I really, really need to see the actual oppo_opportunityid displayed!

  One of the changes that took place in the product in the time between 5.6 and 5.8 is that the unique ID fields have largely been suppressed from the interface. By that I mean that you can't now refer... Posted Jul 06 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: create script, SQL, Views, Sage CRM 5.8, StoredProc, Sage CRM 5.6