Sage CRM

Hi all, I have a problem running a query to update a Company record from inside of the Comm_Link (secondary) entity. The query starts in Comm_Link > grabs Communication details > grabs Company details > updates a new custom field in the Customer entity…

Hello all I have a PostInsertRecord function on the person entity. When a new person is created, my tablescript creates a new record on a secondary (custom) table. Is there any way I can do this AND redirect to my custom page (in edit mode) rather than…

Greetings all, We would like to use a user-created field (date/time) as a last updated field that we would populate using a tablescript. I have the following tablescript in place on the communications tablescript screen, but so far it is not doing anything…

I'm trying to get the ID of an opportunity that is created when you create a quote without first creating the opportunity. CRM will create an opportunity in the background and add the word "Auto :" to the text on the opportunity. The problem is that…