• How can we copy value of territory field from entry or summary screen to other tab in Company Screen?

    Dear members, I am writing this post to ask you about how we can copy value of territory field in one tab to another tab in company screen(i.e: company summary scree). I use sage crm version 7.2. In image below describe what I mean: On Company Summary…
  • Bulk Opportunity edit/Save

    Hi, My sales team want to update their Open opportunity certainty value only.Is there anyway to update list of all open opportunity with editable certainty field and save with just one click. Thanks, Regards, Raj