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...

I was tempted to start a new series of articles called " Mysterious Tables of Sage CRM " but since this is supposed to be a sensible library of "Hints, Tips and Tricks" I have resisted. Nevertheless there are a few tables in the Sage CRM database that whose purpose maybe obscure to...

Any SQL statement may take time to run and result in a timeout error. In Sage CRM the general timeout period is controlled within the Administration -> System -> Database screen by setting the Query Timeout field value. This is expressed in seconds and represents the maximum amount of time that...

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...

When a new version of Sage CRM is released or a new patch is issued there may be changes made to the database tables and views. These changes can be obvious, for example if a new table is added to support a new feature then it is clear that this would have an impact on the database. In version 6.2, one...

In this post I will be exploring the possibilities of combining the CRM.AddContent method and some javascript data transmission techniques. Previously I've blogged about using AJAX to access server-side objects in client-side scripts. AJAX is great for sending information back and forth from the...

My hope is that if you have attended any of my presentations about the Web Services interface for Sage CRM you will have taken away with you an impression of the importance of the design of the client application and how this would affect performance. The source code for the sample application 'sixthapp'...

If you are developing a server-side script such as a Create Script, Validate Script or Table Level Script, it is often useful to write debugging information to a log. Jeff has blogged about a technique for doing this using the Scripting.FileSystemObject. I'd like to share with you a very simple function...

This article is related to the previous discussion " Cloning a Person and assigning to a new Company ". In a default install of Sage CRM 6.2 it is not possible to merge a person record with another person that is attached to a different company. You can see in the image above only the contacts...

One of the chief advantages of Sage CRM is that it is meta data based. The definitions of screens, lists and business rules like workflow are all stored in the database. If you change the definition in the database then it immediately changes the system with out need to recompile or otherwise 'deploy'...