Provided example Visual Studio projects

The Sage CRM .NET SDK includes a number of example Visual Studio projects. On a computer where the .NET SDK is installed, you can find these projects in the following folder:

%userprofile%\Documents\<Visual Studio version>\Projects

The example projects are:

  • CompanySummary. Illustrates how to insert, update, or delete data on the Company Summary screen by using the generalized web class. This project includes class definitions that handle the display and layout of the Company Summary screen and retrieve data using both the FindRecord and QuerySelect mechanisms.
  • CompoundEntryScreen. Illustrates how to build a compound screen by using a generalized web class. With this example project, you can see how to enter Company, Person, and Opportunity records within a single screen, insert records into the database, and maintain relationships between these records.
  • QuickLook. Illustrates how to use multiple blocks on the Company Quick Look screen and how to manage the paging and display of rows. The project uses a generalized web class to modify the interface.
  • RelatedEntities. Illustrates how to use the .NET API to work with user and administration screens. This example project contains the source code for the Related Entities feature used withing the main Sage CRM entities. The project uses the generalized web class and specialized classes such as DataPageEdit to modify the interface.
    The code in the project controls how a relationship is defined and how that relationship is maintained by a user. The code contains examples of panel and screen layouts, custom HTML code, and illustrates how to use check boxes within lists.