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• Sage CRM 6.1 and Sage CRM 6.2 Language Packs

  This article has been updated 25th January 2010 to include additional resources. For those of you working in different languages there are 3 language packs available to extend the translations for Sage... Posted Jan 25 2010, 11:28 by Jeff Richards with | with 1 comment(s) Filed under: custom captions, translations, Sage CRM 6.2, German, French, Dutch, Spanish, Language Pack

• Creating a Simple Messaging System within Sage CRM

  This article has been written to answer the business need for a simple way for a user to pass a message to the System Administrator (or another colleague) without having to leave Sage CRM. The further... Posted Aug 13 2009, 09:58 by Jeff Richards with | with no comments Filed under: List Block, List Page, custom captions, translations, Security, Escalation Rules, Notifications, advanced customization wizard

• Getting scripts into hard-to-reach places

  A while back I blogged about injecting scripts into system action screens that don't have custom content field. Well recently I had an epiphany about Translations and using them to embed scripts into... Posted Jul 08 2009, 06:39 by JackAllan with | with 1 comment(s) Filed under: Custom Content, clientside, custom captions, translations, Key Values, Javascript, querystring, JackAllan

• Adding Derived Fields in Views into Meta Data

  I orginally wrote about creating derived fields in a view in the article " Custom_Edits and Derived Fields Created in Views ". This discussion is a continuation of the ideas expressed in that... Posted Jun 30 2009, 01:14 by Jeff Richards with | with 2 comment(s) Filed under: List Block, custom captions, translations, SQL, Views, Component, Fields, Download, Meta Data

• Choices in Customizing Lists

  You only need to follow the tags " List Page " or " List Block " to see that there have been lots of articles written already about how lists can be customized. In this article I want... Posted Jun 16 2009, 02:50 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, List Block, List Page, buttons, custom captions, translations, Views, Library, Button Group, GridSize

• HTML in the database

  It is a general rule that in CRM data fields are not supposed to hold HTML which can then be passed directly back to the interface. This is by design. So if you store a string in a text field like "<a... Posted Jun 16 2009, 01:15 by Jeff Richards with | with 4 comment(s) Filed under: custom captions, translations, SQL, Views, encoding, HTML

• Using a Function in a CreateScript

  In the article " Creating Global Code for OnCreate and Validate scripts " I discussed how we can reuse functions across different create scripts either in the same screen or between different... Posted Jun 15 2009, 01:48 by Jeff Richards with | with no comments Filed under: create script, custom captions, translations, Drop Down Lists, CurrentUser

• 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

• Working with a Person's Address Type

  When you edit or add a new address for a person in Sage CRM you are invited to specify whether the address is a Business address or a Home address. This choice is then shown on the address list for the... Posted Apr 14 2009, 10:03 by Jeff Richards with | with no comments Filed under: create script, custom captions, translations, Person, Addresses

• Linking to 3rd Party Databases

  Within the Administration screens is the location that allows the System Administrator to create an additional database connection to a 3rd party database. Administration -> Advanced Customization ... Posted Mar 31 2009, 11:14 by Jeff Richards with | with no comments Filed under: COM, custom captions, SQL, custom_tables, eWareQuery Object, Record Object, External Database, Oracle

• Finding %, _ and other Special Characters in SQL

  I have just spent a frustrating few minutes trying to quickly find where '%' codes are used in translations. Of course '%' is a special wild card character in SQL. The same is true for... Posted Feb 13 2009, 09:36 by Jeff Richards with | with 1 comment(s) Filed under: custom captions, translations, SQL

• Passing client side Scripts in a field oncreate script

  This article has been edited to correct code samples. Do not use <script> tags however disguised in create scripts. This is because the <script> tag will corrupt the editing interface for that... Posted Jan 23 2009, 08:12 by Jeff Richards with | with 5 comment(s) Filed under: clientside, create script, custom captions, translations

• How can I easily import a large list of Selection list values into CRM?

  This article has been edited to use the Sage CRM 6.2 coding conventions. This question occurs when setting up CRM; you may find yourself with a very large number of selection list values that need to be... Posted Dec 31 2008, 10:15 by Jeff Richards with | with 1 comment(s) Filed under: custom captions, External Script, Import

• Custom_Edits and Derived Fields Created in Views

  In CRM it is quite common to need to create a view that performs a calculation or derives information to be displayed on screen or in a report. An example of this can be found in the Case management area... Posted Aug 05 2008, 02:20 by Jeff Richards with | with 5 comment(s) Filed under: custom captions, Views, Fields, Meta Data