This article was updated (31st October 2009) to correct links. It is perfectly true that for an early version of 5.8 we managed to generate a malformed WSDL file so that briefly people had to manually change the WSDL file to get webservices to work at all. But that was a tweak to correct the generated...

The links in this article were corrected on 31st October 2009. This option, that is available for an on premise install, is found under Administration -> System -> Database It looks like this feature would provide the ability for a user to define an alternative database to log into from the opening...

I have added to the resources section two very simple SQL scripts that can be used to help you report what new Meta Data structures have been added to an install of Sage CRM and what has been changed since a certain date. The two scripts rely on the fact that Sage CRM is a Meta Data driven application...

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...

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...

This article has been edited 9th June 2009 to following the coding convention introduced in Sage CRM 6.2. This article will discuss 1) 2 methods to programmatically control the refresh of meta data. 2) The display of the old style workflow configuration screen that governs the marketing workflow Background...

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...

Imagine you need to retrieve information from CRM via the webservices interface; this query should combine data from multiple tables. In the COM API (ASP pages, self service, table level scripts etc) you could use the QueryObject to build the exact SQL you need. var mySQL = "SELECT Person.*, Cases...

A screen like the company summary screen has a very particular structure because it is partially defined in meta data and partial has its structure hard coded into the system action being called. The detail of this is discussed in the article " Changing a Summary Screen (e.g. Company Summary Screen...

If we consider a screen like the Case Summary screen we can imagine it being built in a series of layers. If we consider the hyperlink http://localhost/CRM/eware.dll/Do?SID=198369875659391&Act=281&Mode=1&CLk=T&Key0=8&Key1=43&Key2=57&Key8=46&T=Case We can see that the Action...