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• 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

• Removing the Graphics Mode button from the Related Companies List

  This is a trick that applies to Sage CRM 6.1 (and earlier). Sage CRM 6.1 added the capability to add new Buttons to screens generated from system actions such as the RelatedCompaniesList. This uses the... Posted Aug 05 2008, 02:10 by Jeff Richards with | with no comments Filed under: clientside, buttons, custom_tables, MultipleEntityLink, custom_screenobjects

• Person Type and Address Type in Web Services

  Below is some example C# code showing how a new Company record can be inserted into CRM using the Web Services API. The code will result in a new Company with a default contact and default address with... Posted Apr 04 2008, 10:00 by Jeff Richards with | with no comments Filed under: Web Services, custom_tables, Code Snippets, C#

• A discussion about the Notes table and TableIDs

  In several areas of the system you will see references to Table ID. This is especially true if you are programming directly using the Record or Query Objects. The notes table is quite straightforward.... Posted Aug 06 2007, 10:00 by Jeff Richards with | with no comments Filed under: ASP, COM, custom_tables, Notes

• How can I edit the RelatedCompaniesList?

  The screen and lists are driven from the dll but they do have some representation in the Meta data. Assuming that you are using SQL Server, open the SQL Server Enterprise Manager, navigate to the CRM table... Posted Jul 03 2007, 10:00 by Jeff Richards with | with 2 comment(s) Filed under: SQL, Related Companies List, custom_tables, MultipleEntityLink, custom_screenobjects, Meta Data