The code snippets that are installed as part of the Sage CRM SDK have been revised and edited. Additional snippets for both the .NET API and the SOAP Web Service Interface have been created. The new version of the SDK installer will be available at the time of the release of Sage CRM v7. Development...

This article has been edited (31st October 2009) to correct links. Development Partners can download a full class diagram for the Sage CRM .NET API here . This was created by a tool called Autodiagrammer. ( http://www.codeproject.com/csharp/AutoDiagrammer.asp ). Visio was then used with a little rearranging...

The links within this article were corrected 31st October 2009. Within the Sage CRM the are some additional system actions that maybe added to tabgroups or to ButtonGroups that allow us to relate one entity to another where no formal parent/child relationships have been built in the data model. The actions...

In the image below we can see the Company Name is displayed in an opportunity list that is in the context of the company and so that column is redundant and does not need to be shown. The list is created by the opportunitylist system action which is used in a number of contexts My CRM Person Company...

The variables HIDDENLISTMODE and HIDDENCALENDARMODE can be used in hyperlinks in ASP page when redirecting to the communication list CommunicationList in List mode Building a Button var strCallMyCalendar = CRM.Button("Calendar","calendar.gif", CRM.Url(183)+"&HIDDENLISTMODE...

This article has its origin in a recent presentation I gave as part of this years eSummit for Australia, New Zealand and the Pacific ( http://www.sagesummit.com.au/ ). My focus is usually purely on communicating the technical aspects of Sage CRM but all of us are having to think more and more about the...

Entities such as Case and Solution use a reference field as an alternative key. This is the 'ticket' number (case_referenceid, soln_referenceid) that is used as a public and convienent way of identifying each record. In the default demo system the fields case_referenceid and soln_referenceid...

This article has come from a very experienced colleague in Australia. Introduction Microsoft SQL Server 2005 added new system tables to assist in the system reporting. Three of these tables in particular are written to every time a query is run. Microsoft SQL Server 2005 processes each query, determines...

I have discussed calling Stored Procedures from within Sage CRM before in the the article " Using the COM CRM.CreateQueryObj() to call a Stored Procedure ". From that article it can be seen that it is possible to call stored procedures where ever a QueryObject can be instantiated. This could...

I have written several articles in the past about the importation of data into Sage CRM. This article then is a 'header' record that attempts to bring these different thoughts together. It is certainly not unusual for a partner to occasionally need to design a custom import mechanism into Sage...