File:Ct jsfiles.png

2026-05-07T13:24:54Z

Sagecrmw:

File:Ct init.png

2026-05-07T13:24:43Z

Sagecrmw:

Email Button

2026-05-07T13:24:34Z

Sagecrmw:

'''6.x'''
Icons in 6.x are in the top header

EG

[[File:email_icons.png]]

To achieve this copy in the ct_init.js file from

C:\Program Files (x86)\Sage\CRM\CRM\WWWRoot\CustomPages\SageCRMWS\js

[[File:ct_init.png]]

into

C:\Program Files (x86)\Sage\CRM\CRM\WWWRoot\js\custom

EG

[[File:ct_jsfiles.png]]

An IIS reset is needed to see the changes

'''Upgrading to 5.1?'''

The files for the previous version must be manually deleted. These files are installed in the "...\WWWRoot\js\custom" folder
here are 2 files
ct_browserx.css
ct_browserx.js
Delete these files and restart IIS or recycle the CRM app pool.

The new file is called ct_init.js (this is in "...\CustomPages\SageCRMWS\js")

A single button now appears and you click this to see the options.

[[File:crmtogetherbutton2022.png]]

----
Reply in outlook from a CRM communication (in CRM) - Outlook classic only supported on x86 machines

The mail merge client tool must be installed on each clients machine for this to work.

The server install is as follows:

1.
[[File:outlookbuttonsx.jpg]]

To see the buttons above you need to install the js file "ct_sendWithOutlook.js"

Get this from from your CRM server folder

2.
[[File:ctsendwithoutlook.jpg]]

Copy to the CRM wwwroot/custom/js file

3.
[[File:ctsendwithoutlook2.jpg]]

Restart IIS or recycle your CRM app pool to see the buttons (in image 1)

When you click on the button you may be prompted to use the mail merge app

Click okay to continue.

An Outlook email in compose mode will be opened with the content of the communication as if you replied to an email.

4.
[[File:ctsendwithoutlook3.jpg]]

----
'''Version 5.0 and earlier'''

The Email button

[[File:emailbuttonimage.png]]

will run a "mailto:" link that has the email address and the tag for the given context that it is in.

----
'''Version 5.0 and Earlier '''

The files for this and the word merge are installed in the "...\WWWRoot\js\custom" folder

EG

C:\Program Files (x86)\Sage\CRM\CRM\WWWRoot\js\custom

There are 2 files

ct_browserx.css
ct_browserx.js

CRM's app pool (or IIS) must be restarted for these to be used and downloaded

----

To remove these button delete the "ct_browserx.*" files from "C:\Program Files (x86)\Sage\CRM\CRM\WWWRoot\js\custom"

----

'''Extending the buttons'''
*Requires 5.1 or later

In CRM create a system menu called "ctCustomFABActions"

and add in items like so

[[File:ctCustomFABActionsmenu.png]]

this shows as

[[File:ctCustomFABActions.png]]

to call the method "myhello" you have to defined this in a custom js file

EG

[[File:myhellotextfile.png]]

2026-02-24T12:04:24Z

Sagecrmw:

Example walk through

A. Add SageCRM as a server

For SageCRM: eg.addserver sagecrm <ALIAS> "<URL>" "<USERNAME>" "<PASSWORD>"

Syntax:

>addserver sagecrm <ALIAS> "<URL>" "<USERNAME>" "<PASSWORD>"

EG

>addserver sagecrm "crm" "https://crm.yourserver.com/crm" "admin" "********"

This sets up Sage CRM as a connection in the App

B.

List the tables(collections) in the system

>dbtables

C.

See the columns in a table (collection)

>describe Company

You can then view details on a field by passing in the field name also

>describe Company Comp_type

----

Filter strings and comparison commands

eq - =
ne - !=/<>
ge - > or >=
le - < or <=
like - a string contains a value
Strings only
"Comp_Name like '%Worldwide%'"

Dates

Date values must be in ISO format

where=Note_UpdatedDate le ${to}

where=Note_UpdatedDate le '2023-02-08T11:04:02.321Z'

Example ISO format

2026-02-08T11:04:02.321Z

using the Javascript engine you can get this as follows:

var date = new Date();
date.setDate(date.getDate() - 1); //yesterday
var from = date.toISOString();

Id fields expect the "Id" value of the lookup table if used in a comparison

EG

Comp_CompanyId eq 1222

So if you have only the string (EG Qualification) you need to get the Id value. You can use "querydb" or a method designed for this called "getID"

EG in jint

var _compId = di.getID('Company', 'Union Computer');

ref: https://accelerator.crmtogether.com/index.php?title=DI_Jint

Query some data

querydb "<ENTITY>" "<FILTER>" "<COMMALISTOFFIELDS>" "<ORDERBY>" <ENTER>

Example

>querydb "Company" "Comp_Name like 'Union Computer'" "Comp_CompanyId, Comp_Name" "Comp_Name DESC"

[[File:sage crm rest etl query.png]]

---

Codes and Lookups

In Sage CRM some fields are lookups/selects and they use codes and translations.

To do this you use

var val=di.getlookupcode("Company", "Comp_Sector","Construction")

Query Sage CRM Data

2026-02-24T12:02:26Z

Sagecrmw:

Example walk through

A. Add SageCRM as a server

For SageCRM: eg.addserver sagecrm <ALIAS> "<URL>" "<USERNAME>" "<PASSWORD>"

Syntax:

>addserver sagecrm <ALIAS> "<URL>" "<USERNAME>" "<PASSWORD>"

EG

>addserver sagecrm "crm" "https://crm.yourserver.com/crm" "admin" "********"

This sets up Sage CRM as a connection in the App

B.

List the tables(collections) in the system

>dbtables

C.

See the columns in a table (collection)

>describe Company

You can then view details on a field by passing in the field name also

>describe Company Comp_type

----

Filter strings and comparison commands

eq - =
ne - !=/<>
ge - > or >=
le - < or <=
like - a string contains a value
Strings only
"Comp_Name like '%Worldwide%'"

Dates

Date values must be in ISO format

where=Note_UpdatedDate le ${to}

where=Note_UpdatedDate le '2023-02-08T11:04:02.321Z'

Example ISO format

2026-02-08T11:04:02.321Z

using the Javascript engine you can get this as follows:

var date = new Date();
date.setDate(date.getDate() - 1); //yesterday
var from = date.toISOString();

Id fields expect the "Id" value of the lookup table if used in a comparison

EG

Comp_CompanyId eq 1222

So if you have only the string (EG Qualification) you need to get the Id value. You can use "querydb" or a method designed for this called "getID"

EG in jint

var _compId = di.getID('Company', 'Union Computer');

ref: https://accelerator.crmtogether.com/index.php?title=DI_Jint

Query some data

querydb "<ENTITY>" "<FILTER>" "<COMMALISTOFFIELDS>" "<ORDERBY>" <ENTER>

Example

>querydb "Company" "Comp_Name like '%Worldwide%'" "Comp_CompanyId, Comp_Name" "Comp_Name DESC"

[[File:sage crm rest etl query.png]]

---

Codes and Lookups

In Sage CRM some fields are lookups/selects and they use codes and translations.

To do this you use

var val=di.getlookupcode("Company", "Comp_Sector","Construction")

2026-02-14T22:47:56Z

Sagecrmw: Created page with "Data Islands and Sage CRM allows you to quickly and easily build robust custom Integrations. You can: * Export Sage CRM data for use in a datawarehouse/mart and feed other systems from Sage CRM * Import data into Sage CRM from ERP or any data located anywhere. ---- There are 2 modes you can use for Data Islands. 1. Command line 2. JINT (Javascript) For more complex data flows you would use JINT."

Data Islands and Sage CRM allows you to quickly and easily build robust custom Integrations.
You can:

* Export Sage CRM data for use in a datawarehouse/mart and feed other systems from Sage CRM
* Import data into Sage CRM from ERP or any data located anywhere.

----

There are 2 modes you can use for Data Islands.

1. Command line

2. JINT (Javascript)

For more complex data flows you would use JINT.

MediaWiki:Sidebar

2026-02-14T22:45:32Z

Sagecrmw:

2026-01-06T16:46:10Z

Sagecrmw: