Difference between revisions of "Accelerator Customisation"

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*For IE buttons search for the section "CustomButtons". Within the "buttons" section you add in the button details. Different types of buttons can be created and the type is specified by the "Type" attribute.
*For IE buttons search for the section "CustomButtons". Within the "buttons" section you add in the button details. Different types of buttons can be created and the type is specified by the "Type" attribute.
There are different types of buttons that can be added to execute the following
1. Sage CRM Custom Page.
2. WS Script file
3. Custom downloaded application
4. Local system application


Example of some buttons and their Types
Example of some buttons and their Types

Revision as of 20:43, 25 October 2011

  • 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.

The IE Toolbar and the Outlook add on can be customised with custom buttons defined in the Web.config file.

  • For IE buttons search for the section "CustomButtons". Within the "buttons" section you add in the button details. Different types of buttons can be created and the type is specified by the "Type" attribute.

There are different types of buttons that can be added to execute the following 1. Sage CRM Custom Page. 2. WS Script file 3. Custom downloaded application 4. Local system application

Example of some buttons and their Types

<CustomButtons>

 <buttons>
     <add Name="scriptsample" Type="script" File="sample.js" Text="Script Sample" Alt="Script Sample" Image="solution" EnableContext="Person,Company" EnableOffline="off"/>
     <add Name="customappsample" Type="process" File="ClientApp.exe" Text="Custom App" Alt="Custom Application" Image="cases" EnableContext="Person" EnableOffline="off"/>
     <add Name="calc" Type="localprocess" File="calc.exe" Text="Calc" Alt="Calculator" Image="opportunity" EnableContext="Opportunity" EnableOffline="off"/>
 </buttons>

</CustomButtons>

  • Similarly custom drop downs can also be created within the "CustomDropDowns" section

<CustomDropDowns>

   <dropdown Name="sampleDD" Text="Sample 1" Alt="Sample 1" Image="company" EnableContext="Person" EnableOffline="off" >
     <add Name="scriptsample" Type="script" File="sample.js" Text="Script Sample" Alt="Script Sample" Image="solution"  />
     <add Name="customappsample" Type="process" File="ClientApp.exe" Text="Custom App" Alt="Custom Application" Image="cases"  />
     <add Name="calc" Type="localprocess" File="calc.exe" Text="Calc" Alt="Calculator" Image="opportunity" />
   </dropdown>

</CustomDropDowns>

  • For Outlook buttons on the main explorer window can be created with the following syntax
 <CustomButtonsOutlook>
   <buttons>
     <add Name="Logoff" Type="process" File="AcceleratorLogoff.exe" Text="Log Off" Alt="Log Off" Image="cases" />
   </buttons>    
 </CustomButtonsOutlook>
  • Within the CRM Explorer section (this is the area displaying the CRM data) you can create drop down buttons using the following syntax
 <CustomDropDownsOutlook>
   <dropdown Name="sampleDD" Text="Sample 1" Alt="Sample 1" Image="company" EnableContext="Person,Company" EnableOffline="off" >
     <add Name="customappsample" Type="process" File="ClientApp.exe" Text="Custom App" Alt="Custom Application" Image="cases"  />
     <add Name="calc" Type="localprocess" File="calc.exe" Text="Calc" Alt="Calculator" Image="opportunity" />
     <add Name="scriptsample" Type="script" File="sample.js" Text="Script Sample" Alt="Script Sample" Image="solution"  />
   </dropdown>
 </CustomDropDownsOutlook>