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 sagecrm@crmtogether.com for the deck

www.macmillan.comNY Headquarters5432 Any Street West,Townsville, State 54521T. 555.543.5432 F. 555.543.5531___