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  • Tracking Opportunities That Are Transferred

    Hi all, The company I work for is looking to utilize Sage CRM for tracking sale referrals. They way they want to do this is for the referral to be first inputted as an opportunity against the refferer and then transfer the opportunity to the person…

  • Put the last tracking note of a solution in a field soln_lastnote

    Hi, I want to display on a Solution a field "Last Note" (soln_lastnote from the table Solutions) which would contain the last tracking note (Soln_ProgressNote from the table SolutionsProgress). When someone uses the Workflow and updates a Solution,…

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