These are some simple HTML files that can be used to quickly demonstrate the Web to Lead feature. A quick way of using them is to unzip them in to the root of the default Self Service install. C:\Program Files\Sage\CRM\CRMSelfServiceDemo The files follow the look and feel of the demo Panoply Technologies...

Below is a simple diagram showing the architecture of Sage CRM's self service module. You can see that this clearly implies that the Self Service site exists beyond the corporate firewall. For a company that is using Sage CRM, how do they go about enabling the Self Service feature on the external...

This article has been updated to correct links and to bring the code in line with the convention introduced in Sage CRM 6.2. You can render a page using var myBlock = CRM.GetBlock("opportunitylist"); Response.Write(CRM.GetTabs()); Response.Write(myBlock.Execute()); The important thing here...

If you are working with Self Service and tried to build a custom button using the techniques discussed in the article " Adding Buttons to an ASP Page ". e.g. var strCallASPButton = CRM.Button("ASP","save.gif", CRM.Url("myPage.asp")); myBlock.AddButton(strCallASPButton...

This article has been updated to correct links Notes In the above image you will see a couple of the rows marked to indicate that there are further notes. Also a feature marked N/A indicates that the method or property is not applicable within that coding environment. It does not however mean that it...

This article has been updated to correct links I have written about the quirkiness of the Self Service API previously in the article " Self Service Quirks ". It that post I pointed out that the Self Service environment lacks a 'logon' that generates a CRM SID (Session ID). Because we...

This article has been updated to correct links and to correct code. There have now been a few articles posted here that discuss Self Service . So if you have been reading these or have been working with Self Service then you know that certain field entrytypes are not rendered in the same way in Self...

This article has been edited to include extra information and to bring the code up to date with the coding standard introduced with Sage CRM 6.2 In the default system the StoredProc datatype is used to generate the reference id values for Case_referenceid Soln_referenceid When a new record is created...

This article has been updated to include information about Sage CRM 6.2. Cookies are 100% optional in the default install of Sage CRM. Cookies are used by Sage CRM to remember the user name of the last person to logon to Sage CRM from the current client machine. But it is only the user name and not the...

The question is...can you use Self Service over HTTPS using a port of your choosing? The answer is that you should be able to work with any port and HTTPs for Self Service. Self Service uses standard ASP pages. As long as the ASP page can be invoked the processing of the self service should not care...