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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...
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* The code in this article has been updated to fix a bug that caused it not to work for any entity that did not have a prefix that matched the entity name * A while back Jeff Richards wrote a blog post about how to add a button to the communications tab of a custom entity to send an e-mail just like...
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A little while ago I wrote an article called " Adding the Document Drop Plugin into a Custom Page ". That article provided the code to include activex plugin into a custompage to allow upload of documents to the library. The orginal article's code that the company and person records were...
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This technique covers the use of the Document Drop ActiveX plugin within a custompage. The Document Drop Plugin is used within Sage CRM to allow the easy upload of documents to the library and will also take care of the creation of the library record and the optional communication record. These are then...
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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...
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This article has been updated to correct links and to bring the code into line with the new coding standard introduced with Sage CRM 6.2. I have blogged previously on creating Multi block screens based on a single record. A prime example of that would be where you need to design a page for a new entity...
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This article has been updated to follow the coding standard introduced in Sage CRM 6.2 I was recently asked about how to handle the problem of having multiple screen blocks on the same page than when you attempt to move the page to edit mode you get a nasty locks message. The problem occurs because both...
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This article discusses how the Notes table is linked to the parental record using the idea of the ForeignTableID and ForeignID fields. The code has been updated to reflect the new coding standard for Sage CRM 6.2. It has also been corrected and extended to allow the east editing of Notes for custom entities...
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This article has been updated to allow download from this site. I have written before many times about creating ASP pages to support access to a custom entity. How does Meta Data create a Screen? DPP and Standard include files for ASP pages The Basic Structure of an Edit Page How can I build a multiblock...
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I used to work for a Dutch software company. In their product there was a feature that would scour the application database and hard delete any data that failed certain referential integrity checks. I have never liked the idea of hard deleting data as it is so permanent. In the case of the software above...
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