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...

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...

This article shows how to add a button to an existing system screen that will call a report. For example if you look at the image of the OpportunitiesList screen below you can see that a button has been added that calls a popup window that displays a pdf report. You may think that since reports are a...

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 discusses how a system administrator can link the help button within a system screen to a new or revised help file. Throughout Sage CRM the system generated pages have help buttons which link to contextual help. If you are on the Company Search screen and you click the help button then you...

This article has been updated (29th April 2009) to correct hyperlink references and to use the coding convention introduced in Sage CRM 6.2 I have created a very simple page that contains a couple of buttons. The starting page is an ASP page in the context of the Opportunity. These buttons will allow...

This article has been updated to correct links. There is a previous article, " Action buttons on Custom Entity Find Screens " This post explained how to recreate a find screen but I am now going to consider adding a new Action button to an existing system find screen. (See below) For example...

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 follow the Sage CRM 6.2 coding standard. Consider the code below. This is for a simple edit screen for the Opportunity entity. var intRecordId = CRM.GetContextInfo("opportunity","oppo_opportunityid"); var myBlock = CRM.GetBlock("opportunitydetailbox"...