While doing some work I made backups of our existing companies and restored all of them to a blank database. This way I could work on the data offline in a copy. When opening one company, all the asset information on the detail screen was grayed out.…
Locking the System before carrying out maintence tasks can avoid a lot of pain and hassle for System Administrator. It is tempting to add a component or even perform a meta data refresh without thinking of the consequences for any users currently logged…
A customer had a requirement for their users to be able to control some additional preferences.
In Sage CRM most user preferences are held in the usersettings table. These are the settings that control the way in which CRM information is displayed to…
(Please visit the site to view this video)
This video shows how to codelessly add a new field to the user table and have that field displayed and editable in the User Administration screen.
For other articles that discuss customizing the User Administration…
A Customer had a requirement to store additional data about users that were 'Resources' in Sage CRM.
The new fields in the User table should be displayed in a page that should only be available when the user was of type 'Resource'.
Additional fields…
Working within the System Admininstration screens can present its own challenges. Please see the article " The SQL Tab Clause and the User Admin screens " for an example of what I mean.
Consider if I am working within a the System Administration screen…
I have discussed creating logs and audit trails of changes to data in previous articles.
See
Using a Table Level Script to Track Changes to Data Made by Users.
Validation rules don't always mean "Stop!"
But many customers have the much more…
Sometimes, just sometimes, I am left scratching my head about how to do something in Sage CRM. And then with a little more thinking, and exploration of the product and reading of the documentation I find that it is easier than I expected.
An example…
A customer had a requirement that several new custom entities should be added to their Sage CRM system. The entities were added using the Advanced Customization Wizard.
In this example these entities were called "Projects" and "Events". The new entities…
A Linked Server within MS SQL Server is type of 'alias' within the SQL server that points to an external data source rather than a SQL Server database. This external data source can be in another RDBMS like Oracle or almost any other data system that…
I needed to establish a connection to the Sage 100 database to allow me to check details about a customer record within the integrated system. A direct connection to an ODBC database is a very useful way to allow realtime queries to be run against the…
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…
This article has come from a very experienced colleague in Australia.
Introduction
Microsoft SQL Server 2005 added new system tables to assist in the system reporting. Three of these tables in particular are written to every time a query is run. Microsoft…
