The COM API has an old object within it called TargetLists. This object can be used within internal script (Validate, Table Level Script etc) to create both Dynamic and Static Groups. Prior to version 6.0 of Sage CRM Groups use to be called TargetLists. The name TargetList is stilled used within the...

Previously I blogged about using AJAX in CRM Customisations. I found a bit of a gotchya that can cause data-loss. Please read this article for a description of this problem and how to avoid it. CRM keeps track of which records are being edited by maintaining user locks in the Locks table. Before allowing...

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 the workflow is usually handled by looping. We can see from the diagram below how a workflow can allow...

This article has been updated (1st November 2009) to correct the code and to follow the coding standard introduced with Sage CRM 6.2 This is some code from an asp page designed to be used in a cross entity workflow. The original page forms part of an Opportunity Workflow. But the actual code here was...

This article has been edited (31st October 2009) to correct links. Sage CRM uses Apache FOP (Formatting Objects Processor) to generate its reports in PDF format. See http://xmlgraphics.apache.org/fop/ FOP is an example of a print formatter that uses XSL formatting objects (XSL-FO) and is in theory not...

This article has been edited (31st October 2009) to correct the hyperlinks. As part of the additional seminars available to DPP members there are a couple of introductory lessons on using JScript as the scripting language for Sage CRM. These slides are available in the Resources section of this site...

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...

This article has been edited 31st October 2009 to correct hyperlink references and to have the code follow the convention introduced in Sage CRM 6.2. If you want to suppress the default tab bar then you can override it. For example when working in the context of the My CRM menu you may wish to call a...

The code in this article has been updated (31st October 2009) to follow the convention introduced in Sage CRM. If you have the Extensibility license, you can create new tab groups and you can perform Advanced Tab Customization. In ASP pages using the COM API we can call custom tab groups by using the...

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. But can this screen be duplicated for new entities such as "Project". The answer is...