• Assistance Needed with Adding and Restricting Access to a Field

    Hi community, I'm reaching out for help as I navigate a task assigned by my director. I've been tasked with adding a field to the order table, labeled 'orde_originatorapproved.' (this has been done). The challenge is limiting access to viewing and…
  • CRM opportunity workflow custon field increment

    Hi We have created a field on opportunity for licence number In my workflow step I want the licence number to populate the next number when I get to that stage. Please guide on how this can be achieved Thankyou
  • CRM Company field with default value not setting when created from Sage 100 Customer Maintenance

    We have added a selection field to the Company table. The choices are Yes or No. The default value is No. When we add a new company in CRM, the default works fine. When we add a new Customer in Sage 100 Customer Maintenance, & then check the "Relate…
  • call Custom javascript method from wwwroot/custompages/clientscript.js to workflow rule

    Hi Guys, Im facing a proble when i call the custom javascript file from the wwwroot/custompages or crm/customdotnet/ in the workflow rule. can you guys help me how can i use the js function name and calling procedures. im getting the below kind of…