Both the Company and Person table have a fields that allow the records to be assigned to a team (Channel).

• Company: comp_channelid
• Person: pers_channelid

The main screens defined in Meta Data that allow data to be added and edited in Sage CRM for the company and person entities are:

• Company: companyboxlong
• Person: personboxlong

Neither of these screens contain the Team (Channel) field so by default Sage CRM is not expecting users to assign Company or Person records to a team.

The fields can be added to the screens and then used.

We need to think about adding and maintaining recording.

If we have added the comp_channelid and pers_channelid fields into the companyboxlong and personboxlong screens then the fields will display in the page created by the New Company system action.

If a team is allocated to a Company then we may want the same team to be automatically allocated to the person record that is created at the same time.

We can do this by adding the following onChange script to the comp_channelid field in the companyboxlong

if (typeof(pers_channelid) != 'undefined')
{
pers_channelid.value=comp_channelid.value;
}