Hi Everyone,
We would like to create a view with schemabinding option. Anybody Knows if it is possible to do with the .cfg file?
Create View xxxxxx with schemabinding As SELECT ....
Release: 2022R2
Thanks!
Hi,
I was wondering if anyone else had a similar issue when building graphical view on SEI. On the screenshot bellow, for each product category on the legend I get duplicates of the column's description.
Thanks in advance for your help.
Tar…
Hi,
I've added a number of custom fields to the Company table but they are not coming through on merged documents, even though I've added them to the vMailMergeCompany view. The fields are avaible to select when creating the template but the data doesn…
I'm looking for some guidance and suggestions on best practices for custom data retrieval sets in landing pages.
I have a fairly computation intensive View (GESAVW) that I've created that I want to layer into a landing page widget. The context of the…
When reviewing a client's SQL logs, I am seeing the following error repeated over and over again.
Has anyone seen this error?
I would appreciate any assistance in resolving the error. Thank you!
SELECT * FROM vKeywordSearchListOpportunity WHERE…
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…
The article will take you though the steps to add a custom entity to the Advanced Find screen.
To do this you will need to have already created the custom entity.
I have made the assumption that you have created an entity called Project. Once…
A component that implements this feature can be found in the download folder " Example components and developer resources ". You will need to be logged on to the community with the correct rights to be able to access this library of resources.
The…
Once you have been working with Sage CRM for a little while you will notice that the primary keys (unique ID fields) have been suppressed from the interface. By that, I mean that you can't refer to them directly in Lists and Screens.
This is normally…
In Sage CRM development around phone numbers and email addresses needs careful thought. This is because Sage CRM "entities" can be complex. For example, the information for a Company consists of a company record, a default person record and a default…
This is a follow-up to the article I wrote previously called " Understanding the CRMEmailPhoneData table ".
That article explained that the CRMEmailPhoneData is a utility table and that its job is to speed up reports. It holds a row for each company…
If you have spent time looking at the way in which views are constructed in Sage CRM then you may have found the CRMEmailPhoneData table referenced and wondered what is the table's purpose.
I asked a colleague in our development team for some help in…
In this article I want to discuss how the Mail Merge process works in detail. This includes what happens within Sage CRM and how the document is created.
Mail Merge for Sage CRM takes place server side.
I have discussed previously in the article …
A customer wanted to be able to access groups from an external system. I have written about the way in which groups are defined in Meta Data in the article " Reports, Saved Searches and Groups " and this may be useful as background reading.
Groups can…
A customer wanted to find out which Views were available for use in Reports. When I looked at the list of views for a particular entity (e.g. Company) there was no obvious way of seeing which view could be used to create a new report. To discover that…
If you need to list company default/main addresses you can link from the Company to the Address table. You don't need to link to the address_link table. The address link table is used to keep details about the alternative addresses that might be stored…
I have written before about E-mail Templates in Sage CRM. See " Fields Available in Email Templates ".
In one of the comments added to that article, I mentioned that Custom Entities only use the view vSearchListUser. This is not the whole story as that…
List Gadgets derive their data from 4 different types of data source
Saved Searches
Advanced Finds
Reports
Groups
When a custom entity is added to Sage CRM using the Advanced Customization Wizard (Entity Wizard) only the table is created…
A customer had a requirement to see which reports had charts associated with them so they could consider them as Chart Gadgets in their Interactive Dashboard. It is not immediately clear from the standard report screen which reports might have a Pie chart…
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. …
Please see the article " Reports, Saved Searches and Groups " for background information on how Groups are defined in Sage CRM.
This article is relevent when needing to create Groups that are based on a view that returns multiple instances of the same…
The requirement:
The requirement was to be able to use data from an external table in a group definition. This will allow data from a Sage accounting system to be used to build groups of Person and Companies that can then be used for outbound emails…
I have created a new custom entity called 'Project' using the Advanced Customization Wizard (aka Entity Wizard, Main Entity Wizard).
The requirement:
The requirement was to be able to use data from the project table in groups used for outbound emails…
Sage CRM has the ability to link to external databases. Once an external database table is linked to Sage CRM the External Access settings of the linked table can be changed to allow both SData and Web Services access.
I have discussed in previous articles…