Accelerator Customisation - Revision history

Sagecrmw at 09:01, 29 April 2020

2020-04-29T09:01:17Z

← Older revision		Revision as of 10:01, 29 April 2020
Line 500:		Line 500:

	<add key="NewEntities" value="Company,Person,Cases,Opportunity,Lead" />		<add key="NewEntities" value="Company,Person,Cases,Opportunity,Lead" />

			----

			User Lookups in Accelerator Screens

			These can be configured using the following setting

			<add key="userlookupsql" value="select user_userid, user_fullname from vusers where user_disabled is null order by user_firstname" />

2020-03-12T21:08:21Z

@@ Line 1: / Line 1: @@
 *The following is advanced functionality and should only be attempted by someone with knowledge of their server. For best results contact 'CRM Together' or your Sage CRM partner.
 ----
@@ Line 237: / Line 160: @@
        capt_us='Sales'
      *On the client then clear the cache for the translations to reload.
 and add in new keys as follows in this example

2019-06-28T08:37:03Z

← Older revision		Revision as of 09:37, 28 June 2019
Line 574:		Line 574:

	DefaultValue=CRM.GetContextInfo("company","comp_primaryuserid");		DefaultValue=CRM.GetContextInfo("company","comp_primaryuserid");


			----

			To edit the NEW menu the "NewEntities" option is available

			<add key="NewEntities" value="Company,Person,Cases,Opportunity,Lead" />

2019-05-03T12:50:22Z

← Older revision		Revision as of 13:50, 3 May 2019
Line 557:		Line 557:

	Restart outlook to test		Restart outlook to test


			----

			User Select fields (setting default user)
			On a NEW screen you might want to set a case to be assigned to the company account manager.

			To do this you first must open the field (EG case_assigneduserid) and set the default to be

			No Default

			*there is a trade off here so in that you may lose the current user from being set. I would also then recommend that you set the field to be required.

			The in the screen-field createscript you can set the DefaultValue
			EG

			DefaultValue=CRM.GetContextInfo("company","comp_primaryuserid");

2018-12-06T14:39:34Z

← Older revision		Revision as of 15:39, 6 December 2018
Line 345:		Line 345:
	All values in "entity_listfields" will display in the grid now.		All values in "entity_listfields" will display in the grid now.

	-you must also set the "entity_DataTableFields" also		-you must also set the "entity_DataTableFields" and "EmailQueryOffice71" to include the data field also

	EG		EG

2018-04-26T11:45:06Z

← Older revision		Revision as of 12:45, 26 April 2018
Line 530:		Line 530:
	<add key="libr_status" value="Final"/>		<add key="libr_status" value="Final"/>
	<add key="libr_type" value="Proposal"/>		<add key="libr_type" value="Proposal"/>


			----
			To display a translation in the search grid (in the outlook task pane) you must do the following:

			Create a new view
			EG

			drop view [vSummaryCompanyCustom]
			go
			CREATE VIEW [dbo].[vSummaryCompanyCustom] AS
			SELECT comp_companyid, comp_name,comp_status, cc.Capt_DE as comp_status_trans,
			convert(varchar, comp_createddate, 104) as comp_createddate_trans
			from vSummaryCompany
			inner JOIN Custom_Captions cc ON comp_status = cc.Capt_Code
			where Capt_Family='comp_status'
			GO

			*Not that the view links to the custom_captions table

			update web.config

			<add key="company_table" value="company,vSummaryCompanyCustom"/>
			<add key="company_listfields" value="comp_name,comp_status_trans"/>
			<add key="company_DataTableFields" value="Comp_Name,comp_status_trans"/>

			Restart outlook to test

2017-09-18T09:34:02Z

← Older revision		Revision as of 10:34, 18 September 2017
Line 365:		Line 365:
	<add key="company_listfields" value="compdesc,Comp_WebSite"/>		<add key="company_listfields" value="compdesc,Comp_WebSite"/>

			EG
			To add in multiple fields that lookup custom_captions and format dates you should create a new VIEW

			In our example here we format the company created date and also get the comp_status translation from custom captions

			CREATE VIEW [dbo].[vSummaryCompanyCustom] AS
			SELECT *, cc.Capt_US as comp_status_trans,
			convert(varchar, comp_createddate, 104) as comp_createddate_trans
			from vSummaryCompany
			LEFT JOIN Custom_Captions cc ON comp_status = Capt_Code AND capt_familytype='choices'
			GO

			Our setting changes to

			<add key="company_table" value="company,vSummaryCompanyCustom" />

			<add key="company_listfields" value="comp_name,comp_status_trans,comp_createddate_trans"/>

	----		----

2016-12-13T10:32:18Z

← Older revision		Revision as of 11:32, 13 December 2016
Line 369:		Line 369:
	Ignore domains (outlook integration) * Update 4.3 May 2015		Ignore domains (outlook integration) * Update 4.3 May 2015

	New option to ignore certain domains (comma separated)		New option '''TotalIgnoreDomains''' to ignore certain domains (comma separated)
	EG		EG
	<add key="TotalIgnoreDomains" value="@hotmail.com,@gmail.com,@yahoo.com" />		<add key="TotalIgnoreDomains" value="@hotmail.com,@gmail.com,@yahoo.com" />
Line 513:		Line 513:
	<add key="libr_status" value="Final"/>		<add key="libr_status" value="Final"/>
	<add key="libr_type" value="Proposal"/>		<add key="libr_type" value="Proposal"/>


	~~----~~

	*update 4.3 May 2015
	~~new option to ignore certain domains (comma separated)~~

	EG
	~~<add key="TotalIgnoreDomains" value="@hotmail.com,@gmail.com,@yahoo.com" />~~

2016-12-13T10:31:08Z

← Older revision		Revision as of 11:31, 13 December 2016
Line 513:		Line 513:
	<add key="libr_status" value="Final"/>		<add key="libr_status" value="Final"/>
	<add key="libr_type" value="Proposal"/>		<add key="libr_type" value="Proposal"/>


			----

			*update 4.3 May 2015
			new option to ignore certain domains (comma separated)

			EG
			<add key="TotalIgnoreDomains" value="@hotmail.com,@gmail.com,@yahoo.com" />

2016-04-18T08:31:06Z

← Older revision		Revision as of 09:31, 18 April 2016
Line 510:		Line 510:
	*Please note that the value must be the code and not the translation		*Please note that the value must be the code and not the translation

	<add key="libr_category" value="Sales"/>		<add key="libr_category" value="Sales"/>
	<add key="libr_status" value="Final"/>		<add key="libr_status" value="Final"/>
	<add key="libr_type" value="Proposal"/>		<add key="libr_type" value="Proposal"/>