Sage CRM for Sage 300 ERP - Taking It To The Next Level

 Question from the Community. 

Context:

When entering a quote or an order (Q2O) with the new SageCRM Q2O screen integrated with Sage ERP Accpac. 

Issue:

If the user selects a kitted item they are prompted at the point of completing the line that you must provide a kit version for the kit just selected.  The issue is that this field is not available to select the kit version within the new SageCRM Q2O entry screen.

Solution:

Within the setup of each kit within Inventory Control the default kit version must be set.  If this value is set then the Q2O screen does not prompt for the kit version.

Additional thoughts: 

Another possible solution is to use the Sage ERP Accpac 6.0 SDK and customize the Q2O list of items on the Q2O entry screen and add this field.  This would require research to determine the feasibility of this idea as it would require a rather complex finder that would either show a BOM version or a Kit version depending on whether or not the item selected on the line is a BOM or a Kit item.  This is because within the full Quote or Order Entry screen within Sage ERP Accpac 6.0 this field pulls double duty for the BOM/Kit version.

Summary:
The purpose of this whitepaper is to provide instruction on how to build an Escalation Rule that will monitor for an Opportunity that has not been updated in 7 Plus days.  For step by step instructions with pictures please download the associated pdf file here, EscalationRulesThatWillMonitorForAnOpportunityThatHasNotBeenUpdatedIn7PlusDays.pdf. 

Assumptions:
During this discussion I will be presenting how to Escalation Rules that will monitor for an Opportunity that has not been updated in 7 Plus days.

Prerequisites:
SageCRM 6.2 or Greater

Installation Instructions:
Step 1 – Escalation Rule Creation:

1. Navigate to Administration | Advanced Customization | Escalation
2. Click on the New rule button
3. Enter the following details:

Name: Opportunity Not Updated in 7 Plus Days
Available for Cloning and Rule Enabled: Checked
Interval: 1440 (7 Days converted to minutes)
Trigger SQL Clause:  

Beginning of Code

(Oppo_UpdatedDate+10080)<#T AND Upper(RTRIM(Oppo_Status))=N’In Progress’

End of Code

4. Click Save.
5. Now you are back on the list of rules.  Click back into the rule just created “Opportunity Not Updated in 7 Plus Days”.
6. At the bottom of the screen click the New Workflow Action button.
7. Click on the option of “Show Notification on Screen”.
8. Enter the following details for the Rule Actions for this Rule:

Type: Show Notification on Screen
Column: Oppo_assigneduserid
Table: Opportunity
Message: 7DayNoActivity

9. Click the Save button.
10. Then click back into the Rule Action you just created. 
11. Once you are back in the Rule Actions screen click on the “Star Underscore” next to the Message previously entered of “7DayNoActivity”.
12. At this point you should be presented with a Translation form.
13. Enter the following details for the Translation for Message: US Translation

US Translation

The Opportunity #oppo_description# for the Company(Household) #Oppo_PrimaryCompanyId# has not been updated in 7 plus days.

End of US Translation

14. Click the Save button on the Translation page.  This form should then close.
15. Click the Save button on the Rule Actions.  This form should then close.
16. Click the Save button on the Escalation Rule.  This form should then close.
17. At this point the rule should be enabled and active and ready to process. 

Summary:

The purpose of this article is to provide instruction on how to create a SageCRM 7.0 Interactive Dashboard Gadget that shows the Sage ERP Accpac Products sold to a SageCRM Company that is linked to a Sage ERP Accpac 5.6.  For step by step instructions with pictures please download the associated pdf file here, SageCRMInteractiveDashboardProductsSoldv1.pdf. 

Assumptions:

During this discussion I will be presenting how to show the Sage ERP Accpac Products sold to a SageCRM Company that is linked to a Sage ERP Accpac 5.6

Prerequisites (i.e. what was used to build this example):

• SageCRM 7.0 SP1
• SageCRM 7.0 Interactive Dashboard
• SageCRM Custom View
• SageCRM Custom Report using SageCRM’s built in report writer
• SageCRM derived field component from the http://community.sagecrm.com download section of the site under the DPP area.
• There is an article about how to use this component on the community site.  Here is the direct link. 
• The actual link to the derived field component is here.
• Sage ERP Accpac 5.6

Business Requirement:

The customer would like to create an interactive dashboard that will return the products sold to a company when the company
record is selected on another dashboard gadget.

Build Instructions:

There are several steps involved in this process. You will need to make sure you follow all of these steps. Here is an overview of the steps that will be required.

I. Create a view that links to the ERP database and adds the products sold by Customer and item
II. Create a view to link the above view to the company table
III. Run Derived Fields Wizard
IV. Create a report based on the above view
V. Adding a new Gadget to the Gadget Library – Adding a Listener Gadget based on the above report
VI. Adding Library Gadget created in Step V to your Interactive Dashboard

Step I: Create a view that links to the ERP database and adds the products sold by Customer and item

1. Modify the following code to select your Sage ERP Accpac 5.6 database. In the following code the Sage ERP Accpac 5.6 database in use is SAMINC56. Everywhere you see the database SAMINC56 replace it with your Sage ERP Accpac 5.6 database.  Note, this is the SQL database name not the Sage ERP Accpac database ID.
2. Create a SageCRM view under the Company entity with the name of “vIDCustByProduct”.
3. Paste your modified version of the following code into the SQL code field of SageCRM.
4. Optional: Provide SageCRM Translation for this view. (This translation will be shown on the report creation wizard instead of the view name.)
5. Save the View.

Beginning of Code for SQL View: (It is recommended that you download the pdf file for the actual code.)

CREATE VIEW vIDCUSTByProduct AS SELECT TOP (100) PERCENT
SAMINC56.dbo.OESHDT.CUSTOMER, SAMINC56.dbo.OESHDT.ITEM,
SUM(SAMINC56.dbo.OESHDT.QTYSOLD) AS QTYSOLD,
SAMINC56.dbo.ICITEM.[DESC] as Description
FROM SAMINC56.dbo.OESHDT INNER JOIN
SAMINC56.dbo.ICITEM ON SAMINC56.dbo.ICITEM.ITEMNO =
SAMINC56.dbo.OESHDT.ITEM
GROUP BY SAMINC56.dbo.OESHDT.CUSTOMER, SAMINC56.dbo.OESHDT.ITEM,
SAMINC56.dbo.ICITEM.[DESC]
ORDER BY SAMINC56.dbo.OESHDT.CUSTOMER

End of Code

Step II: Create a view to link the above view to the company table

1. This view will be based upon Company by products sold.
2. Create a New View in the Company Table.
   a. Name = vTargetListCompanyByProduct
   b. Translation = Company By Products Sold
   c. Check box for Report View
   d. Check box for Group View
   e. Use the SQL code below:
   
   Beginning of Code for SQL View
   
   CREATE VIEW vTargetListCompanyByProduct AS SELECT prod.*,
   dbo.vTargetListCompany.* FROM dbo.vTargetListCompany INNER JOIN
   dbo.vIDCUSTBYPRODUCT Prod ON dbo.vTargetListCompany.Comp_IdCust =
   Prod.CUSTOMER
   
   End of Code
   
3. Save the View.

Step III: Run the Derived Fields Wizard from the SageCRM Community site.
(url is here.)

1. 1. Download and install the Derived Fields Wizard and run the wizard 3 times to add the following fields.
2. Use the link above to add the following derived fields to the SageCRM instance:
   a. comp_description (with the following prosperities)
   b. comp_item (with the following prosperities)
   c. comp_qtysold (with the following prosperities)

Step IV: Create a report based on the above view

1. Create a report based on view created in Step II and use the fields created with the Derived Fields Wizard in Step III.
   Note: There are NO Search Criteria, No Sort No and No Group By options set.

Step V: Adding a new Gadget to the Gadget Library – Adding a Listener Gadget based on the above report

1. Navigate to the Interactive Dashboard
2. To add a new gadget to the gadget library Select Templates | Gadget Library | New.
3. Select the type of gadget you want to add. Please refer to the Gadget Quick Reference for more information about the Listener Gadget.
4. Complete the gadget wizard steps.
5. The new gadget is displayed in the gadget library and is available for selection by users.

Step VI: Adding Library Gadget created in Step V to your Interactive Dashboard.

1. Navigate to the Interactive Dashboard
2. Make sure the dashboard you want to add the library gadget to be displayed on your workspace.
3. Select Modify Dashboard | Add Library Gadget. The Library Gadget dialog box is displayed showing a list of all library gadgets grouped by gadget type.
4. Click the check box next to the library gadgets that you want to display on your dashboard.
5. Click OK.
6. The gadgets are displayed on your dashboard.

Example of gadget in action: (See PDF for image)
Shown in the screen is the My Companies gadget and the newly created Products Sold (Purchased) Gadget.
In this case selecting Acme plumbing from the My Companies gadget automatically returns the products sold to Acme Plumbing.

Special Thanks to my co-author:

This solution actually comes from Kaan Murison from the Sage Australia office. I guess brilliant minds think alike. I thought of this idea as soon as I saw what was possible with SageCRM 7.0, but Kaan took the time to actually figure out the details and execute on it. I have taken his notes and my experience with my own instance and merged them together. I had to use derived field component created by Jeff Richards to get the actual fields showing in my reports and ultimately in my dashboard gadget. Thanks again Kaan for sharing your solution with the rest of the community.

Hey everyone, here is a recent email question I got from a Business Partner.  I thought this was a good question so I thought I would share it with the community.

Question:

Is there a way to set a contact private to one user?

Answer:

Out of the box, no.  Or at least no in the sense of how you would do a private appointment inside of SageCRM and or Outlook. 

The solution revolves around SageCRM territories.  You could use a Custom Territory called Private Contacts and then make a territory underneath that one for each SageCRM User.  Then assign ONLY that one user to insert, view, edit and delete persons in that territory and then when they have a private contact they add that person to their private contact territory. As a result no one but that user can see their private contacts.

SageCRM has the feature of private only on appointments but NOT on persons.

The final other options is to add the private contacts into Outlook and do NOT sync them to SageCRM.  This would provide the same results.

Summary:
The purpose of this whitepaper is to provide instruction on how to fix the issue related to when viewing SageCRM installed on a Windows 2008 Server and no images are being shown on the client

browser from the Server or from client desktop.  For step by step instructions with pictures please download the associated pdf file here.

Assumptions:
During this discussion I will be presenting how to resolve the issue related to images not appearing when running SageCRM on a Windows 2008 Server.

Prerequisites:
N/A

Issue:
When a user tries to access SageCRM from the Server or from a client machine SageCRM does not show any images.  Just a box with a small red X.
 
Resolution:

This resolution can be found in the SageCRM Technical Support Knowledgebase under 0-103958.

This is usually an IIS configuration issue on Windows 2008 installations – please see below for resolution.

1. To diagnose the problem check and if you can access the image when you enter the URL directly e.g.: http://localhost/CRM/Themes/img/default/BACKGROUNDS/paneleftcorner.jpg
   
   If NO, 
   
2. Is there an entry for “jpg\jpeg\gig\bmp” in the IIS MIME types? If not, they should definitely be entered into IIS.
   
1. Navigate to IIS
2. Open up your SageCRM Instance
3. Select and open the “MIME Types”.
4. If you see entries for “jpg\jpeg\gig\bmp” then go to the next step.
5. If you do not see entries for “jpg\jpeg\gig\bmp” then add them and go to the next step.
   
3. Can you also make sure the following feature is enabled for “IIS: Static content”?
1. Navigate to the Server Manager.
2. Open the Roles section of the Server
3. Select the Web Server (IIS) role specifically.
4. Open the Role Services section and scroll down until you find the option under:
   Web Server -> Common HTTP Features -> Static Content.
5. Once found install this option as an additional role.
   
4. At this point stop and start IIS.
5. Open the browser and navigate to the SageCRM login page it should now be showing the actual images. 
6. Then Log into SageCRM and the images within SageCRM should appear as well.

Special Thanks are in order one to the Business Partner who found this issue and two to Tom Nolan who provided the resolution to the issue for us.

The End

SageCRM now has a feature where you can lock all the users out of the system except for the user that clicks on the Lock System button within Administration.  This is a very useful feature for administrators.  It is important to understand that the administrator must go and unlock the system before they log out the SageCRM otherwise the system will remain locked.  If the user does log out before unlocking the SageCRM is now locked out of the system and will not be able to log back into SageCRM because it is locked.  At this point no one can log into the system.  The Database Administrator will have to go into SageCRM tables locate the values that represent the lock settings and replace them with null values.  The best practice is to not use the Lock System unless it is very important to lock out all the users for a specific period of time.  And then after you are done with your maintenance make sure and unlock the system before logging out of SageCRM.

Summary:

The purpose of this article is to provide instruction on how to send a single email to more than one customer contact using SageCRM’s email editor.  For step by step instructions with pictures please download the associated pdf file here

Assumptions:

During this discussion I will be presenting how to send a single email to more than one customer contact using SageCRM’s email editor.

Prerequisites:

SageCRM 5.0 and newer.  In order to use this feature one setting for each user must be confirmed.  Each user’s preference for “E-mail Screen Position:”. 

1. If you navigate to My CRM | Preferences | Click the Change button.
   
2. Find the “E-mail Screen Position:” field.  There will be three options:
   
   • Split
   • Normal
   • Popup
   
3. All of the above mentioned options will work for this example EXCEPT for “Normal”.  Normal replaces the screen you are on when you click on an email address and will not allow you to navigate away from the email without losing it’s context.  
   
4. “Split” and “Popup” will allow a user to navigate away from the email but keep the email still in context or available.

Demonstration:

Over the years many members of the SageCRM Community have asked how can I send an email to more than one SageCRM person, company, lead, lead contact at a time.  As mentioned earlier if you confirm the prerequisite above of using Split or Popup then this demonstration will work for you.

1. First navigate to a person record. 
2. Click on the email address of the person in context.
3. At this point depending on your selection a different behavior will occur, either way this feature will work but you have to navigate differently.  To be clear if you are using a split screen then the email will open up at the bottom third of the SageCRM you are on.  If you are using Popup then you will see the email popup as a separate window away from SageCRM. 
4. Let’s recap; we have the email editor open with an email address of the person you navigated to in step 1.
5. Now go back to SageCRM and Right Click on the Find button.
6. Select the Person Entity on the right click pop-out menu.
7. Now search for ANOTHER person than the person used in step 1 above.
8. Now that you have another person in context lets add the new person to the existing email you already have open.
9. In order to do this simply click on the persons email address.  This will add this new person’s email address to the existing email you have open.

 Ok, so everyone is now really excited about being able to send an email to any person in the SageCRM database BUT what if you wanted to CC or BCC that person or a different person.

1. Will at this point find the next person you  want to CC. 
2. Once that person is found then HOLD down the CTRL key and at the same time click on the persons email address. 
3. Now this persons email address will now appear in the CC for the email you have open. 
4. Now if you have followed all of the above steps you should have three email addresses in your single email.

The End

Description:

“LinkedIn integration to Leads adds LinkedIn button next to lead company and shows if that a company is on LinkedIn Site and their details”.  LinkedIn integration to the Lead Entity adds LinkedIn button next to lead company and shows if that person is on LinkedIn Site and their details.

For step by step instructions with pictures please download the associated pdf file here.  This link is to a single file zip that contains the two files the instructions and the actual component.

• "SageCRM Linkedin Example - Lead v1.0.pdf” = instructions
• “LinkedInLeadsv1.zip” = the actual SageCRM Component

How to Install:

To install a component first you must download it from the location mentioned above.  For this example let us assume the downloaded file is been saved to your desktop.  Now login into SageCRM and navigate to Administration | Customization | Component Manager, as shown in the print screen below.  If this is the first time a component has been installed on this instance of SageCRM.

Once this screen appears select the Browse button and navigate to the component that is saved to your desktop. 
 
Select the file and then select Open, now you should see the just selected component listed on the screen.
 
Once the file is selected now click Upload New Component paper clip next to the Browse button.  At this point you should see a panel called Available Components.
 
At this point the Available Component that was just installed should be selected and the Install Component button should be clicked on to run the installation of the actual Component.
Typically, the first screen presented will be a set of messages/warnings/disclaimers and/or parameters related to the specific component being installed.
 
Once all the messages/warnings/parameters have been followed or selected click the “Install Component” button found on the right side of the screen.

You should now see the steps of the component being installed.

At this point several processes will be performed.  WAIT! Do NOT TOUCH or navigate away from this screen until you see a continue button and a notification of “Component Installed”.

At this point, click the Continue button.

Now that the component is installed it is ready to be used.  The Component Manager screen now shows the just installed component in the Component list below the Add Component Block/Panel.

What the Component will do:

If you navigate to a Lead record you will see a little “in” button/icon next to the Lead Company Name.  If a SageCRM user clicks on this icon they will be presented with the LinkedIn Information related to the Lead Company in context.

Buttons Added:

“in” button next to a Company Name on the Company Entry Screen.


The End

Description:

LinkedIn integration to companies adds a LinkedIn button next to company and searches for all persons within that company on LinkedIn Site

For step by step instructions with pictures please download the associated pdf file here.  Download the files from the actual BLOG article. This link has two files the instructions and the actual component.

• “SageCRM linkedin Example - Company v3.doc” = instructions
• “LinkedInCompaniesv2.zip” = the actual SageCRM Component

Requirements:

For this example to work:

• You must have access to an internet connection.
• You must have a login to the LinkedIn site and have selected the option for the LinkedIn site to remember your login.

If you do not do these two things you will get an error message on the page.
 
How to Install:

To install a component first you must download it from the location mentioned above.  For this example let us assume the downloaded file is been saved to your desktop.  Now login into SageCRM and navigate to Administration | Customization | Component Manager, as shown in the print screen below.  If this is the first time a component has been installed on this instance of SageCRM.
 
Once the screen appears select the Browse button and navigate to the component that is saved to your desktop. 
 
Select the file and then select Open, now you should see the just selected component listed on the screen..
 
Once the file is selected now click Upload New Component paper clip next to the Browse button.  You should see a panel called Available Components.
 
At this point the Available Component that was just installed should be selected and the Install Component button should be clicked on to run the installation of the actual Component.
Typically, the first screen presented will be a set of messages/warnings/disclaimers and/or parameters related to the specific component being installed.
 
Once all the messages/warnings/parameters have been followed or selected click the “Install Component” button found on the right side of the screen.
In the print screens below you can see the steps of the component being installed.  At this point several processes will be performed. 

WAIT! Do NOT TOUCH or navigate away from this screen until you see a continue button and a notification of “Component Installed”.
 
At this point, click the Continue button.
 
Now that the component is installed it is ready to be used.  The Component Manager screen now shows the just installed component in the Component list below the Add Component Block/Panel.

What the Component will do:

If you navigate to a Company record you will see a little “in” button/icon next to the company name.  If a SageCRM user clicks on this icon they will be presented with the LinkedIn Information related to the company in context.  See the following print screen for an example using company “Mr. Ronald Black”.
 
Buttons Added:

“in” button next to a Company Name on the Company Entry Screen.

The End.

Summary:

The purpose of this whitepaper is to provide instruction on how to configure a Blackberry Pearl 8100 to be used with SageCRM on-premise.

 For step by step instructions with pictures please download the associated pdf file here.

Assumptions:

There are a few settings that need to be verified and checked.  Please note that these suggestions are not officially supported by Sage Accpac or SageCRM Technical Support and have not gone through Q.A.  I have used these settings with SageCRM 6.2 and SageCRM 6.1.  I have NOT tested these settings on earlier versions of SageCRM. 

Additionally, these settings have not been tested on any other device and SageCRM has not been certified or Q.A.’ed  to work with any other Blackberry device other than the Pearl 8100.  For any updated information please reference the official SageCRM product documentation “SageCRM Wireless Mobile Guide.pdf” which can be found on the SageCRM CD under the documentation folder.  However, you are welcome to try these settings on other Blackberry devices you may find varying levels of success with other Blackberry devices.

Prerequisites:

SageCRM 6.2 or 6.1 with Mobile access included with the license key and a Blackberry Pearl 8100 with internet access.

Installation Instructions:

Here is a summary of the steps required to be completed to test if your Blackberry Pearl 8100 will work with SageCRM.

Step 1: What is required within the SageCRM license key?
Step 2: What to configure inside of SageCRM?
Step 3: What has to be configured on your BlackBerry Pearl 8100 to get the full functionality of SageCRM?
Step 4: What is the correct URL to use within the BlackBerry Pearl 8100 to connect to SageCRM?
Step 5: What other BlackBerry’s does this work on?

Step 1: What is required within the SageCRM license key?

1. You will need to verify that your license key includes Mobile (PDA/WAP).  To do this
   go to Administration | System | System Behavior.
2. Look at the License Key block and verify that your licnese key includes Mobile(PDA/WAP access).

 Step 2: What to configure inside of SageCRM?

1. Once the license key is verified and valid go into user setup and allow your users access to SageCRM via the option of PDA/WAP access.  Navigate to Administration | Users | Users | [selected_user_record].
2. The PDA/WAP Access value must be set to True for the specific user.
3. Then click on the Save button to commit the changes to the database.

Step 3: What has to be configured on your BlackBerry Pearl 8100 to get the full functionality of SageCRM?

1. From the home page of your BlackBerry device select the Browser option.
2. Next select the Menu button, then select the Options, Figure 1. (see the PDF for images)
3. Within Figure 2, match your Browser Configuration by selecting (checking) the highlighted options.
   
   Support JavaScirpt
   Allow JavaScript popups
   Support HTML Tables
   Use Foreground And Background Colors
   Use Background Images
   Support Style Sheets
   
4. Within Figure 3, make sure the highlighted values are selected.
   
   Style sheets media type = Handheld
   Show Images = On WML & HTML Pages
   Emulation Mode = BlackBerry
   Content Mode = WML & HTML

Step 4: What is the correct URL to use within the BlackBerry Pearl 8100 to connect to SageCRM?

This is a sample url that you might have to connect too.

https://northamerica.sagecrm.com/sagesoftware128lvujkh/eware.dll/do?

https://[server_name]/[instance_name]/eware.dll/do?

The server name in the above example is “northamerica.sagecrm.com”, replace this with your server name. Then in the above example the instance name is “sagesoftware128lvujkh”, replace this with your instance name.

PLEASE NOTE you MUST type in the full URL for the browser to work with SageCRM correctly.  Which MEANS that the forward slash eware.dll forward slash do question mark (/eware.dll/do?) must be included in what you type into the browser of the Blackberry device.

Step 5: What other BlackBerry’s does this work on? And does it work on them?

Currently I have tried these settings on a BlackBerry 8700.  No, it does NOT work fully.  The page loads, the login works, however the drop downs do not work so you can not navigate through the SageCRM.  I have also tried this on the AT&T Curve 8310 and these settings seem to work.  I have been able to navigate around and use the drop downs.  I have not tried any OTHER BlackBerry’s have been tried.

PLEASE REMEMBER that these settings are what I have found that makes these devices work correctly.  The additional devices that are mentioned above have not been tested or Q.A.’ed and as such are NOT supported by the Sage Accpac or SageCRM Technical Support Teams.  

The End 

Summary:

The purpose of this whitepaper is to provide instruction on an alternate method for customizing the Grid Size available within the SageCRM | My CRM | Preference tab.  This topic came to me from Bill Hoffman via an article posted by Kristi Feng on Terrell & Terrell, CPAS, LLP website, http://www.bterrell.com/blog/sagecrm-grid-size/.  For details on how to manually add the translation value see Kristi’s article.  This article will discuss the method that can be used IF you didn’t know anything about how to use SageCRM’s Translations.

 For step by step instructions with pictures please download the associated pdf file here.

Assumptions:

During this discussion I will be presenting how to add additional custom grid size values under the My CRM | Preference tab.

Prerequisites:

SageCRM 6.1 or Newer. (This may work on earlier versions; I just have not tested it on anything older.  Also, this will work with SageCRM, SageCRM.com, SageCRM for Accpac ERP, and MAS EES.)

Installation Instructions:
Detail Steps:

1. Log into SageCRM with Administrator rights.
2. Navigate to Administration | Customization | Translations.
3. Check the check box for Inline customization.
4. Now navigate to Main Menu | My CRM | Preferences tab.
5. Click on the Change button.
6. Find the Grid Size field and click on the Star Underscore NEXT to the drop down box.
7. Once you have the “Maintain Lookup Selections for UserGridSize” up on the screen, click on one of the existing values to see what the code is and the translation that are used for the other examples.  An example of the Translation is 25 and the code is also 25.
8. So based on that example type into the “Add Translation:” field 50 and then type into the “Code:” field 50.
9. Then click on the Add button.
10. Then Click on the Save button.
11. Navigate back to Administration | Customization | Translation Tab.
12. Then uncheck the Inline Translation Mode.
13. Navigate back to Main Menu | My CRM | Preferences Tab.
14. Click on Change and change the Grid Size value to 50 and click Save.
15. Then right click on the Main Menu | Finder | select Company, then select the finder button on the right side of the screen.  This will bring back every Company in the database.
16. Your results grid will now contain 50 rows of companies per page.
17. The End.

Summary:
The purpose of this article is to provide instruction on how to add in a link to LinkedIn onto the Person Summary Screen.

For step by step instructions with pictures please download the associated pdf file here.

Assumptions:
During this discussion I will be presenting how to link the Person Entry Screen to LinkedIn.  

Please note this code assumes that the user is always on-line, i.e. connected to the internet, errors will result if an attempt is made to use the following documented behavior without an internet connection.

Additionally, this code assumes that the user has a current LinkedIn account and has configured their LinkedIn login to be remembered so that the user merely has to navigate to the site to have access to their LinkedIn profile.  If the user chooses to log-in to the LinkedIn site each time they visit LinkedIn then this sample code will require this login to occur every time.

Prerequisites:
SageCRM 6.2, this code has been written in a way that will allow it to function within SageCRM on-premise and/or SageCRM.com.  There are other ways of achieving the same result which require the use of Server Side code, in an effort to make this code work for all of our existing clients I modified the code shared with me to work client side only.

Installation Instructions:
1. In order to use this customization you must navigate to Administration | Customization | Person Entity | Screens Tab | select the Person Summary Screen.

2. Once you are in the properties for the screen copy the below code and paste it into the Custom Content for Person Entry Screen.

Beginning of Code

<script>
window.onload = function(){
var persfirstname = document.getElementById('_Datapers_firstname').innerText;
var perslastname = document.getElementById('_Datapers_lastname').innerText;
var compname = document.getElementById('_Datacomp_name').innerText;
var captpersfirstname =

document.getElementById('_Captpers_firstname').innerText;
var xlink = "http://www.linkedin.com/search?search=&lname="+perslastname+"&fname="+persfirstname+"&company="+ compname;
var xURL =  "<a href=" + xlink + " target=_blank><img src=http://www.linkedin.com/img/icon/icon_company_insider_in_12x12.gif border=0 title='Find in LinkedIN'></a>";   
document.getElementById('_Captpers_firstname').innerHTML += xURL;  
}
</script>

End of Code

3. Once the code is copied into the screen, click the save button to save the screen modifications.
 

Testing Instructions:

1. To test this customization navigate to the Main Menu and find or select a Person record.
2. Once a person record is selected a LinkedIn icon should appear next to the label for the person first name.
3. Click on the LinkedIn icon, a separate screen should appear launching and navigating the user to the Person.

A special thanks to the following two chaps for contributing to the final solution.  Without their assistance this would not have been possible.

Alistair Hill
Consultant
Plus Computer Solutions Ltd.
e-mail: alistair@plus.ca
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Ken Schmitt
Advanced CRM Certified Consultant
London ON, Canada
e-mail: ken@schmitts.ca

The End

 
Summary:

The purpose of this article is to provide instruction on how to add an e-mail address to the company entity.  There have been several articles written on this before.  I am going to attempt to combine these other articles and simplify the topic and focus on a very specific area of adding an email address to the company entity.  Jeff Richards has written an article on the DPP BLOG “Working with a persons address type” http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2009/04/14/working-with-a-person-s-address-type.aspx and another article titled “Email and Phone Numbers in CRM” http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2007/07/16/email-and-phone-numbers-in-crm.aspx.  These articles provide insight into the process we are about to go through.  So, this article will not discuss the why and what for’s the previously mentioned articles have addressed these areas.  This article will apply these two concepts to the email address block on the company entity.  This article is a part of a 3 part series, part one is “How to Add a e-mail address Part 1 - To the person entity” and finally part two is “How to Add a e-mail address Part 2 - To the company entity”.

The logic presented here can also be used for additional email addresses as well.  If you have ever tried to add an email address to the company email address block you have found it impossible to do so.  This block is not editable and is basically hardcoded into SageCRM’s eware.dll.  So, if this block is hard coded how can another email address be added to the block?  Will a field can NOT be added to the email block.  But then we really don’t want to add a field we want to use the same behavior of the email address for the company and have another option available or Selection list value available for users to enter.  The email address block is simply presenting on the screen the options available for the company email address that are stored inside of the table for the email address and in the translations table.

For step by step instructions with pictures please download the associated pdf file here.

Assumptions:

During this discussion I will be presenting how to add the New Email Address we added in Part 1 of this series to the NEW Company Entry Screen using SageCRM 6.2 WITHOUT adding an actual field to the SageCRM database.

Prerequisites:

SageCRM 6.2

Installation Instructions:

There are 3 steps to this process:

Step 1: Define the pattern of the existing person email addresses on the New Company Entry screen.

Step 2: Adding a new translation of “Google G-mail” on to the Personal Email Details Panel of the New Company Entry Screen

Step 3: Verifying that the Person Email address type of “Google G-mail” appears on the New Company Entry screen.

Step 1: Define the pattern of the existing person email addresses on the New Company Entry screen.

1. Navigate to Administration | Customization | Translations. 

2. Enable Inline Translation Mode.

3. Navigate to Main Menu | New | Company. (If deduplication is enabled enter a made up company name and click the button to enter company details, we will not be saving the company record.)  We just need to view the company entry screen.

4. Scroll until you find the Personal Phone Details and Personal Email Details Panels (i.e. Blocks) on the New Company Entry Screen. (They are past the Person panel.)

Notice that on this screen there is only one Personal E-mail address available.  While on the Person’s Phone/E-mail panel there are Business, Private, and Google G-mail (the email address that was added in part one of this series).

5. Back on the New Company Entry Screen select the star under score next to the label for the Business email address.  A pop-up screen will then be presented with the relevant information for the translation you just clicked on.

6. Note that the following values:

Caption Code = Business
Caption Family = Link_PersEmail_Comp
Caption Family Type = Links
Caption Order = 0
Us Translation = Business

7. Close the Inline Translation window that popped up.

8. Step 1 is now complete please proceed to Step 2.

Step 2: Adding a new translation of “Google G-mail” on to the Personal Email Details Panel of the New Company Entry Screen. 

1. Now we take this information and navigate back to Administration | Customization | Translations.

2. Disable Inline Translation Mode.

3. Within the Translation Finder on the same screen type in the Caption Family of “Link_PersEmai” and click the find button on the right.

4. The results should show you at least 3 translations:

Business
Google G-mail
Private
Business (repeated)

Do you notice a pattern here?  Notice that the Business email address shows up twice.  Why is that?  Will the answer is that the second Business email address is the address we just looked up for the New Company Entry Screen.  But the difference is that now we know the pattern of how to add OTHER person email address fields to the New Company Entry Screen. 

5. So logic dictates that if we add ANOTHER translation following the same naming convention then we should be able to add another person email address to the New Company Entry screen.  

6. Lets add the custom email address we created from part one “Google G-mail” to the New Company Entry Screen.
Click on the New button next to the Translation finder.

7. Once the screen appears type in the following values:

Caption Code   = GoogleCompanyPerson
Caption Family  = Link_PersEmail_Comp
Caption Family Type = Links
Caption Order  = 3
US Translation  = Google G-mail

8. Click the Save button once all the values are entered.

9. Click the Continue button.

10. Step 2 is now complete please proceed to Step 3.

Step 3: Verifying that the Person Email address type of “Google G-mail” appears on the New Company Entry screen.

At this point we need to verify that the translation was added to the custom_captions table and that it appears on the New Company Entry Screen.

1. Before leaving Translations the finder should have refreshed after clicking the continue button.

2. At this point 5 translations should appear with the Caption Family of “Link_PersEmai”.

3. This verifies that the translation has been successfully added to the custom_captions table.

4. The second part of this verification step is to check and make sure the new Person Email address type appears on the New Company Entry screen. Navigate to Main Menu | right click on New | Select Company.

5. Scroll down to the Personal E-mail Details Panel.

6. The “Google G-mail:” option should now just appear in the list of Email addresses.

7. If you see field on the screen you are done.  If not go back through your steps and verify that you added the translation correctly and repeat the necessary steps to correct the error.

Summary:

The purpose of this article is to provide instruction on how to add an e-mail address to the company entity.  There have been several articles written on this before.  I am going to attempt to combine these other articles and simplify the topic and focus on a very specific area of adding an email address to the company entity.  Jeff Richards has written an article on the DPP BLOG “Working with a persons address type” http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2009/04/14/working-with-a-person-s-address-type.aspx and another article titled “Email and Phone Numbers in CRM” http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2007/07/16/email-and-phone-numbers-in-crm.aspx.  These articles provide insight into the process we are about to go through.  So, this article will not discuss the why and what for’s the previously mentioned articles have addressed these areas.  This article will apply these two concepts to the email address block on the company entity.  This article is a part of a 3 part series, part one is “How to Add a e-mail address Part 1 - To the person entity” and finally part three is “How to Add a e-mail address Part 3 - From the person entity to the NEW Company Entry Screen”

The logic presented here can also be used for additional phone numbers as well.  If you have ever tried to add an email address to the company email address block you have found it impossible to do so.  This block is not editable and is basically hardcoded into SageCRM’s eware.dll.  So, if this block is hard coded how can another email address be added to the block?  Will a field can NOT be added to the email block.  But then we really don’t want to add a field we want to use the same behavior of the email address for the company and have another option available or Selection list value available for users to enter.  The email address block is simply presenting on the screen the options available for the company email address that are stored inside of the table for the email address and in the translations table.

For step by step instructions with pictures please download the associated pdf file here.

Assumptions:

During this discussion I will be presenting how to add an e-mail address to the company entity using SageCRM 6.2.   WITHOUT adding an actual field to the SageCRM database.

Prerequisites:

SageCRM 6.2

Installation Instructions:

There are 3 steps to this process:

Step 1: Define the pattern of the existing email addresses on the person entity.
 
Step 2: Adding a new translation of “Google G-mail” for the Company Entity email address. 

Step 3: Verifying “Google G-mail” appears on the Company Summary | Phone/E-mail Panel.

Step 1: Define the pattern of the existing email addresses on the person entity. 

1. Navigate to Administration | Customization | Translations.

2. Enable Inline Translation Mode.

3. Navigate to Main Menu | New | Company. (If deduplication is enabled enter a made up company name and click the button to enter company details, we will not be saving the company record.)  We just need to view the company entry screen.

4. Scroll until you find the Phone and Email Panels (i.e. Blocks) on the Company Entry Screen.

5. Select the star under score next to the label for the Business email address.  A pop-up screen will then be presented with the relevant information for the translation you just clicked on.

6. Note that the following values:

Caption Code = Business
Caption Family = Link_CompEmai
Caption Family Type = Links
Caption Order = 1
Us Translation = Business

7. Close the Inline Translation window that popped up.

8. Step 1 is now complete please proceed to Step 2.

Step 2: Adding a new translation of “Google G-mail” for the Company Entity email address. 

1. Now we take this information and navigate back to Administration | Customization | Translations.

2. Disable Inline Translation Mode.

3. Within the Translation Finder on the same screen type in the Caption Family of “Link_CompEmai” and click the find button on the right.

4. The results should show you at least 3 translations:

Business
Sales:
Support:

Do you notice a pattern here?  Do these values look familiar to a screen we saw earlier?

So we have discovered that all three of the email addresses on the company entry screen are actually related to the same caption family.

5. So logic dictates that if we add ANOTHER translation following the same logic then we should be able to add another email address to this screen.
 
6. Click on the New button next to the Translation finder.

7. Once the screen appears type in the following values:

Caption Code   = GoogleCompany
Caption Family  = Link_CompEmai
Caption Family Type = Links
Caption Order  = 4
US Translation  = Google G-mail:

8. Click the Save button once all the values are entered.

9. Click the Continue button.

10. Step 2 is now complete please proceed to Step 3.

Step 3: Verifying “Google G-mail” appears on the Company Summary | Phone/E-mail Panel.

At this point we need to verify that the translation was added to the custom_captions table and that it appears on the Company Summary Tab | Phone/E-mail panel.

1. Before leaving Translations the finder should have refreshed after clicking the continue button.

2. At this point 4 translations should appear with the Caption Family of “Link_CompEmai”.
 
3. This verifies that the translation has been successfully added to the custom_captions table.

4. The second part of this verification step is to check and make sure the new Person Email address type appears on the screen. Navigate to Main | Menu and find and select a company entity.

5. Click on the Phone/E-mail Tab.

6. The “Google G-mail:” option should now just appear in the list of Email addresses.

7. If the email address shows populate the value with an email address and click on Save. (Any value will do.)

8. Navigate to the Company | Summary Tab.

9. You should now see the “Google G-mail” value populated in the Phone/E-mail panel.

10. If you see this value you are done.  If not go back through your steps and verify that you added the translation correctly and repeat the necessary steps to correct the error.

 Solution:

 Several steps need to be performed within SageCRM to complete this customization.  For step by step instructions with pictures please download the associated pdf file here.

 Summary:

The purpose of this article is to provide instruction on how to add an e-mail address to the person entity.  There have been several articles written on this before.  I am going to attempt to combine these other articles and simplify the topic and focus on a very specific area of adding an email address to the person entity.  Jeff Richards has written an article on the DPP BLOG “Working with a persons address type” http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2009/04/14/working-with-a-person-s-address-type.aspx and another article titled “Email and Phone Numbers in CRM” http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2007/07/16/email-and-phone-numbers-in-crm.aspx.  These articles provide insight into the process we are about to go through.  So, this article will not discuss the why and what for’s the previously mentioned articles have addressed these areas.  This article will apply these two concepts to the email address block on the person entity.  This article is a part of a 3 part series, part two is “How to Add a e-mail address Part 2 - To the company entity” and finally part three is “How to Add a e-mail address Part 3 - From the person entity to the NEW Company Entry Screen”

Assumptions:

During this discussion we will be presenting how to add an e-mail address to the person entity.

Prerequisites:

SageCRM 6.2

Installation Instructions:

There are 3 steps to this process:

• Step 1: Define the pattern of the existing email addresses on the person entity. 
• Step 2: Adding a new translation of “Google G-mail” for the Person Entity email address. 
• Step 3: Verifying “Google G-mail” appears on the Person Summary | Phone/E-mail Panel.

To begin with we need to define what we will be changing.  Over the years I have been asked how to add an email address to the person summary tab, Phone/E-mail pane.  I have for many years told partners and customers this was not possible.  Will, I was wrong.  After noticing a pattern with which the person’s email addresses were named I realized that adding email addresses or phone numbers to this block was possible WITHOUT having to add a custom field to the person entity.

 
Step 1: Define the pattern of the existing email addresses on the person entity. 

We need to find the translation for the email addresses on the phone/e-mail panel.

a. Navigate to Administration | Customization | Translations | check the box for Inline Translation Mode.
b. Navigate to a person record.
c. Click on the Phone/E-mail tab of the person record.
d. Select the star underscore next to the private email address type. 
e. This should then show the translation for the private label.
f. Note the following values.

• Caption Code = Private
• Caption Family = Link_PersEmai
• Caption Family Type = Links
• Caption Order = 2
• US Translation = Private

g. Now navigate back to Administration | Customization | Translations.
h. Un-check the box for Inline Translation Mode.
i. Stay in the Translations area. 
j. Let’s now search for the Caption Family value we found earlier, “Link_PersEmai”.  SageCRM should return at least 3 translations.
k. So, what has this shown us?  This has shown us that we have found the correct caption family.  ADDITIONALLY, this has shown us a hint, “Link_PersEmail_Comp”, that relates to our Part 3 article “How to Add a e-mail address Part 3 - From the person entity to the NEW Company Entry Screen”.
l. Now that we know the translation information required to add our new email address type we can proceed to step 2.

Step 2: Adding a new translation of “Google G-mail” for the Person Entity email address. 
This could be done for AIM, Yahoo, MSN or any other specific email account a customer may want to capture for a
person entity.

a. While you are still in Translation (Administration | Customization | Translations) click on the New button.
b. Enter the following values in to the New Translation screen.
a. Caption Code = Google
b. Caption Family = Link_PersEmai
c. Caption Family Type = Links
d. Caption Order = 3
e. US Translation = Google G-mail
f. Click the Save button once all the values are completed.
g. Click the Continue button.
h. Step 2 is now complete please proceed to Step 3.

Step 3: Verifying “Google G-mail” appears on the Person Summary | Phone/E-mail Panel
At this point we need to verify that the translation was added to the custom_captions table and that it appears on the Person Summary Tab | Phone/E-mail panel.

a. Before leaving Translations the finder should have refreshed after clicking the continue button. 
b. At this point 4 translations should appear with the Caption Family of “Link_PersEmai”.  
c. This verifies that the translation has been added to the custom_captions table successfully. 

The second part of this verification step is to check and make sure the new Person Email address type appears on the screen.

a. Navigate to Main | Menu and find a person entity.
b. Click on the Phone/E-mail Tab.
c. The “Google G-mail:” option should now just appear in the list of Email addresses.
d. If the account shows populate the value with an email address and click on Save.
e. Navigate to the Person | Summary Tab.
f. You should now see the “Google G-mail” value populated in the Phone/E-mail panel.
g. If you see this value you are done.  If not go back through your steps and verify that you added the translation correctly and repeat the necessary steps to correct the error.

Recap
We have been able to add an email address to the person entity with out having to use Code and with out adding a custom field to the database.

FAQ?

Q: Is this option available for data upload?
A: Yes

Q: Can we follow the same logic for Phone numbers?
A: Yes, I will write a separate article illustrating the Phone number example as well.

Q: What and how did this work?
A:  See the articles written by Jeff Richards on the DPP BLOG for back ground. “Working with a persons address type” http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2009/04/14/working-with-a-person-s-address-type.aspx and another article titled “Email and Phone Numbers in CRM” http://dpp.sagecrm.com/blogs/hints_tips_and_tricks/archive/2007/07/16/email-and-phone-numbers-in-crm.aspx. 

The end