• Set the value of a SSA field by using a different SSA field

    Hi All I just wanted to know if it is possible to set a SSA field when selecting the first SSA field in version 7.1. I have a SSA field that is linked to company, and when the user selects the field, I want it to populate a second SSA field also…
  • Stock SSA Behavior on Tasks

    I am looking to break the association on the stock 'Add Task' screen SSA fields between Company, Person, and About. Currently if you choose a company, you must choose a person from that company, and opportunity from that company also. We want to be able…