Have you ever come across a date in CRM that you want to add a month or a day perhaps, but when you try doing that JavaScript gives you an error, perhaps Invalid Date, or the month gets read as a day and day as a month. Certain regions use certain date…
When sending emails from within CRM it's sometimes useful to be able to add in multiple people from the associated Company. To do this you can (this example uses sdata):
1) Create a view on the system to expose the necessary person information.
2…
I have covered inserting a record using the Add() methid in the article " Add Case Example using Web Service Interface ". Below is some example code that shows how to insert a record using the AddRecord() method of the SOAP webservices.
WebService…
One of the great strengths of Sage CRM is its openness. Its data model is documented and published and available to members of the Developer Program.
In some applications relationships between the different entities may be fixed or defined within the…
This will look at the behaviour of the Values collection. For a more complete discussion see the article The Values() Collection .
Imagine a new field called pers_type has been added to the person table and included to the screen personboxlong. The…
Occasionally you will need to fetch a date from either the CRM database or perhaps from an external system that is then needs to be formatted so it looks like a CRM date.
All users are able to set their date preferences.
The are other articles that…
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…
Below is some simple C# code that shows how to add a new Case to an existing company. The case is inserted and linked to 'Gatecom' and 'Simon Yaltoy' and assigned to 'Kylie Ward'.
The code logons on, inserts the case and then logs off.
WebService…
I have covered the EntryTypes used in CRM in an earlier article, " Sage CRM EntryTypes used in the COM ASP API ".
Below is a simple example showing how to create a Search Select Advanced in an ASP page. var myBlock = CRM.GetBlock("opportunitydetailbox…
Below is some example C# code showing how a new Company record can be inserted into CRM using the Web Services API. The code will result in a new Company with a default contact and default address with a phone number.
ewarebase[] CRMBase = new ewarebase…
The diagram below shows the general architecture of Sage CRM. Here you can see very clearly that the .NET API is an alternative and NOT a replacement for the COM API which is currently used to build application extensions with ASP pages.
Both…