Customizing CRM System Pages with ‘Io for Sage CRM’ Presented by ‘Marc Reidy’. Io for Sage CRM Open Source Hosted on Google Code http://code.google.com/p/io-for-sage-crm / Installs as a CRM component Is a Framework for development Eases the pain of upgrades. - PowerPoint PPT Presentation
PowerPoint Presentation
Customizing CRM System Pages with Io for Sage CRM
Presented by Marc Reidy
www.macmillan.comNY Headquarters5432 Any Street West,Townsville,
State 54521T. 555.543.5432 F. 555.543.5531___Io for Sage CRM
Open Source
Hosted on Google Code
http://code.google.com/p/io-for-sage-crm/
Installs as a CRM component
Is a Framework for development
Eases the pain of upgrades
www.macmillan.comNY Headquarters5432 Any Street West,Townsville,
State 54521T. 555.543.5432 F. 555.543.5531___Sample customization
of CRM Company Page
www.macmillan.comNY Headquarters5432 Any Street West,Townsville,
State 54521T. 555.543.5432 F. 555.543.5531___Add Script to a
pageCompanyBoxlong-Custom content
$(document).ready(function () {
$.getScript("../custompages/ioforsagecrm/io.js");
$.getScript("../custompages/ioforsagecrm/yourcompany.js");
});
CRMIO is the name of the object
For older versions of CRM you will need to include
jquerywww.macmillan.comNY Headquarters5432 Any Street
West,Townsville, State 54521T. 555.543.5432 F.
555.543.5531___Within our custom client JS file (and not Io.js) we
add the following
yourcomany.js
$(document).ready(function() { waitForCRMIO();//call our load
function});
function waitForCRMIO(fieldName){ if(typeof CRMIO !==
"undefined"){yourcompanyIO(); } else{ setTimeout(function(){
waitForCRMIO(fieldName); },250); }}
www.macmillan.comNY Headquarters5432 Any Street West,Townsville,
State 54521T. 555.543.5432 F. 555.543.5531___yourcompany.js
function yourcompanyIO(){
if(CRMIO.getScreenMode("comp_name")==0) {CRMIO.insertData("Loading
data...",0); //file is the file that contains the dispatcher
actions to use //dispaction is the action in the server file var
url=CRMIO.buildUrl("ioforsagecrm/yourcompany.asp")+"&1=1&file=crmtogether&dispaction=piechart";CRMIO.getData(url2,CRMIO.insertData,0,
piechart"); }}
www.macmillan.comNY Headquarters5432 Any Street West,Townsville,
State 54521T. 555.543.5432 F. 555.543.5531___yourcompany.asp
Specified in yourcompany.js var
url2=CRMIO.buildUrl("ioforsagecrm/dispatcher.asp")+"&1=1&file=yourcompany&dispaction=piechart";
The buildUrl method is a client-side method to create a CRM
url.
The dispatcher.asp file opens the querystring file and called
the dispaction.
if (dispaction=="piechart"){ execute the code
yourcompany.asp can handle many actions.
www.macmillan.comNY Headquarters5432 Any Street West,Townsville,
State 54521T. 555.543.5432 F. 555.543.5531___yourcompany.asp
dispaction code var
compid=CRM.GetContextInfo("company","comp_companyid");
var strSQL = "select oppo_stage as Stage, count(oppo_stage) as
CountOfStage from opportunity "+ " where
oppo_primarycompanyid="+compid+ " group by oppo_stage"; var
chartblock=CRM.GetBlock("chart");chartblock.DisplayForm=false;with(chartblock){SQLText=
strSQL;Stylename("Pie");xlprop="Stage";yprop="CountOfStage";ImageWidth=500;}Response.Write("Opportunities"+chartblock.Execute()+"");www.macmillan.comNY
Headquarters5432 Any Street West,Townsville, State 54521T.
555.543.5432 F. 555.543.5531___ResultGraph that is loaded into CRM
system page using AJAXEnsures that CRM is upgrade safe and removes
the need to over-ride the CRM system page
www.macmillan.comNY Headquarters5432 Any Street West,Townsville,
State 54521T. 555.543.5432 F. 555.543.5531___Io for Sage CRM
Hosted on Google Code
http://code.google.com/p/io-for-sage-crm/
Email [email protected] for the deck
www.macmillan.comNY Headquarters5432 Any Street West,Townsville,
State 54521T. 555.543.5432 F. 555.543.5531___
