Creating a block
All new blocks you create in CRM must be based on Sage CRM custom blocks. You can then customize the properties of the block.
You can customize any lists or screens that you create by creating a block from the list or screen and editing the properties of the block. These blocks are also available for use within ASP pages.
- Log on to Sage CRM as a system administrator.
- Go to <My Profile> | Administration | Customization | <entity> | Blocks.
- Click New.
- Enter the block name in Block Name. This is the name you use to reference the block in ASP pages.
- Enter the block type in Block Type.
- To copy an existing block, select it from Copy Existing Block.
- Select the screen or list with which the new block is associated from Use Group.
- Click Save. The new block appears in the list of available blocks for the entity.
To access the new block within an ASP page, use the GetBlock(BlockName) method. The object returned by the GetBlock(BlockName) includes the specified properties.
You can also create a block in an ASP page linked to CRM. For more information, see Creating an ASP page.