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However, We can get a broader view of the Field Security permissions by viewing the FieldSecurity table: In the FieldSecurity table there are a few columns to note: FdSe_SecType FdSe_RecordID FdSe_Permissions The field FdSE_SecType…

When selecting the favourites feature the below error may show up. This can be caused when a user has added an item to their favourites list (DB table: UserRecords). Then after this an administrator has applied field level security on the entity…

To fix this issue: The easiest way to fix this would be to change the Field Security permissions for the User, Team or Security profile on the field that is being restricted. This might not be that simple on a CRM system that is heavily customised.…

This is a SQL script that will solve the problem associated with on-premise accounts that still have some ntext fields in their database from older versions of CRM. The ntext fields do not allow some of the actions that are used in the views of CRM…

Below is a screen shot of the Company Summary screen. Complex screens like this one, either for a system entity or a custom entity, can be built using the APIs. A partial rebuild of the Company Summary Screen using the .NET API is actually included…

This article has been prompted by a customer who had a requirement to change the default display of a multiselect field. This article uses the Client Side API. The default display of a field is shown below. The default display shows the data in…

This article provides links to different videos and articles that discuss the creation and use of Key Attribute data. Key Attribute data is data held in Sage CRM for typically marketing purposes and that is captured through question categories in either…

Supposing that there is a requirement that when a Company is of a particular type then when an Opportunity is created for that company there should be one set of options to put into the Oppo_type field. You can see in the above screen shot of…

An on Premise Sage CRM customer had the the requirement to display the Opportunity Certainty data graphically. This can be achieved using the GraphicBlock object to create a graphic that can then be displayed by the Caption property of the field.…

One of the most important tricks that anyone starting to write scripts for use in Sage CRM needs to know is how fields can be very easily identified when they are written out onto the screen. The HTML snippets below are from the CompanyBoxLong screen…

A customer had the requirement to be able to create records in Sage CRM that contained lookup fields to another database. In my example I want to be able to create a case and then link that case to a field in an external system. Below is an image…

Below is a screen shot that shows the New Task Screen. You'll see there are some checkboxes that if selected will launch another new communication screen once the New Communication is saved. The HTML that generates these Checkboxes looks like this…

Once upon a time I wrote an article called " But I really, really need to see the actual oppo_opportunityid displayed! " This article looks at how you could use the column alias idea to allow for records to be searched for by the their unique ids. …

Checkbox fields are brilliant for letting a user quickly collect certain types of data. But they do have their limitations and you may discover that you want to be able to store answers such as 'Y' (Yes), 'N' (No), 'M' (Maybe) rather than a simple 'check…

Within Sage CRM it is very easy to link to an external table that exists in another database. For example you may wish to link to a table such as ap_customer or ap_vendor in Sage 100cloud. How the link can be created is described in the article " Connecting…

For an introduction to SData REST based web services then please see the article " Accessing SData Provider " Another example of how SData is used in Sage CRM's Interactive Dashboard feature can be found here: " An SData Example — the Sage CRM Interactive…

This is a topic that has been recently covered within the forums. Since then I have been asked a few questions about this topic so I thought it was worth a separate article. Below is the summary screen for an opportunity. This has come from a demonstration…

I had a conversation with a participant at one of the recent Bootcamps regarding the use of clientside code in dynamically built workflow screens. This topic has also appeared in the Forums with the community site. The partner's customer had a requirement…

Note: This type of customization has become easier in Sage CRM v7.2 using the new Client Side API). The fields in screens are output with clear 'IDs' that allow the control of the field caption and data to be very easy. The HTML that makes up the…

I thought I had written about this trick before but it appears not! A customer needed a technique to allow a chart to be displayed at the top of the company screen. This is a bit like the PipeLineGraphic of the OpportunityList or CaseList system screens…