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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

• 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

• Objects Available in the Internal COM API

  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... Posted Mar 13 2009, 07:23 by Jeff Richards with | with no comments Filed under: COM, Workflow, create script, table level scripts, Validation

• Populating Default Date Field Values

  This article has been updated. Create Script example Date/Time fields can can have their values set by using the DefaultType property. If DefaultType set to 6 then the field displays the Current Date/Time... Posted Dec 29 2008, 09:50 by Jeff Richards with | with no comments Filed under: Workflow, create script, Fields, dates