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• Action buttons on Custom Entity Find Screens

  The code in this article has been updated (31st October 2009) to follow the coding convention introduced with Sage CRM 6.2 Below is a picture of the Company Find screen.. This is the standard system screen... Posted Oct 31 2009, 09:51 by Jeff Richards with | with 2 comment(s) Filed under: ASP, COM, buttons, custom entity

• Filing e-mails against custom entities

  * The code in this article has been updated to fix a bug that caused it not to work for any entity that did not have a prefix that matched the entity name * A while back Jeff Richards wrote a blog post... Posted Jun 23 2009, 02:14 by JackAllan with | with 1 comment(s) Filed under: Email, custom entity, Communications, AJAX, Javascript, communicationlist, filing, querystring, JackAllan

• Grabbing and Using Company and Person Context in Some Custom Entity ASP pages

  A little while ago I wrote an article called " Adding the Document Drop Plugin into a Custom Page ". That article provided the code to include activex plugin into a custompage to allow upload... Posted May 12 2009, 04:26 by Jeff Richards with | with no comments Filed under: ASP, custom entity, Context, Key Values, Code Snippets, Document Drop

• Adding the Document Drop Plugin into a Custom Page

  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... Posted Mar 30 2009, 10:43 by Jeff Richards with | with 4 comment(s) Filed under: ASP, COM, create script, custom entity, Key Values, Library, Document Drop, Plugins, Values() Collection

• Adding Custom Actions to Find Screens

  This article has been updated to correct links. There is a previous article, " Action buttons on Custom Entity Find Screens " This post explained how to recreate a find screen but I am now going... Posted Mar 13 2009, 05:15 by Jeff Richards with | with no comments Filed under: System Actions, Search Screen, buttons, custom entity

• Creating Complex Screens using the COM based ASP API

  This article has been updated to correct links and to bring the code into line with the new coding standard introduced with Sage CRM 6.2. I have blogged previously on creating Multi block screens based... Posted Feb 10 2009, 04:23 by Jeff Richards with | with 2 comment(s) Filed under: ASP, COM, custom entity, Entry Screen, Multiple Blocks, Edit Screen

• How can I build a multiblock edit screen?

  This article has been updated to follow the coding standard introduced in Sage CRM 6.2 I was recently asked about how to handle the problem of having multiple screen blocks on the same page than when you... Posted Feb 10 2009, 04:08 by Jeff Richards with | with 1 comment(s) Filed under: ASP, COM, custom entity, Entry Screen, Multiple Blocks

• Adding a Link to the Notes table for a Custom Entity using the COM ASP API

  This article discusses how the Notes table is linked to the parental record using the idea of the ForeignTableID and ForeignID fields. The code has been updated to reflect the new coding standard for Sage... Posted Feb 10 2009, 12:15 by Jeff Richards with | with 4 comment(s) Filed under: ASP, COM, custom entity, Notes

• Creating a New Entity using COM API ASP

  This article has been updated to allow download from this site. I have written before many times about creating ASP pages to support access to a custom entity. How does Meta Data create a Screen? DPP and... Posted Dec 15 2008, 09:21 by Jeff Richards with | with 1 comment(s) Filed under: ASP, COM, custom entity, Component, Download

• Some Thoughts about the Hard Deletion of Records

  I used to work for a Dutch software company. In their product there was a feature that would scour the application database and hard delete any data that failed certain referential integrity checks. I... Posted Mar 16 2008, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: custom entity, Deleting Records

• What makes an Entity?

  The concept of the Entity is important within Sage CRM and is used through out the system. When dealing with databases and designing applications the term entity can be used to describe anything of significance... Posted Jan 24 2008, 10:00 by Jeff Richards with | with no comments Filed under: custom entity, Context, Meta Data

• More thoughts on adding Action buttons to Find Screens

  I wrote an article previously that showed how the action buttons on the system search screens set a hidden value in the form. This is the "TargetAction" field. For example the "New Document"... Posted Jan 21 2008, 10:00 by Jeff Richards with | with no comments Filed under: ASP, COM, Search Screen, buttons, custom entity

• Controlling Top Content

  Above is a screen shot that shows a default opportunity summary page. At the top of the page is the frame that contains the TopContent information. Sometimes this is called the context information. In... Posted Jan 19 2008, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: ASP, clientside, create script, custom entity, TopContent, Context, Meta Data

• Adding Advanced Find and Mass Update and Groups for a Custom Entity (Project)

  This article is derived from a tip sent to me by a very experienced North American colleague and expanded as a consequence of a suggestion from a equally expert Singaporean colleague. The article will... Posted Jan 17 2008, 10:00 by Jeff Richards with | with 2 comment(s) Filed under: Search Screen, translations, custom entity, SQL, Views, Advanced Find

• Adding Workflow Capability to a Secondary or Custom Entity

  It is possible to take an existing entity,either one that you have added to the system or an existing table such as notes, and allow it to be workflowed. The technique below will be effective for both... Posted Dec 23 2007, 10:00 by Jeff Richards with | with no comments Filed under: ASP, Workflow, custom entity, .NET API