The code in this article has been corrected and updated (29th October 2009) to bring it into line with the coding convention introduced in Sage CRM 6.2. Custom Pages that contain Search screens are fussy about block positioning. The search block does not work correctly if it is included into the container...

List length in Sage CRM is determined by the value of the "Grid Size" field that is set within the users preferences. By default this is either (5, 10, 15, 20, 25). The maximum by default is 25. To allow a great number of rows to be displayed then the selection list needs to be edited. The...

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 requirement is that the message must then show up within Sage CRM. You can see from the image below...

I have previously provided an example of a function that may be used in a search screen to test whether the page contained a List or a Grid. You can see this in the article " Clientside control of fields in Search screens including detection of grids and lists ". This is only part of a short...

A new example component has been added to the resources section for development partners to download. The purpose of this component is to make the management of escalation rules easier in implementation of Sage CRM where there are a large number of rules to manage. When working with large number of Escalation...

Many thanks must go to a colleague in the UK professional services team for this article. Introduction Customers often request the ability to track Company or Person changes in much the same way that CRM offers with Opportunity and Case entities. As standard, CRM does not offer a CompanyProgress or PersonProgress...

In the article " Using Clientside Code to Change the Property and Behaviour of a Column in a List " I gave an example of changing the hyperlink on a column to open in a new window. The trick that I had used was to alter the hyperlink so that a target window was used. But that technique opened...

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 article and will show how meta data definitions of a calculated field can be easily added into Meta...

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 to step back and bring all these points together so we can see the range of options that we have...

This article has been updated 9th June 2009 to correct formatting and to change the code to use the convention introduced in Sage CRM 6.2. Above is a picture of a new list added into the My CRM area of Sage CRM. The code below shows how a list can be created using the ASP COM API. var intRecordId = CRM...