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  • Updated CRM (6.2 -> 7.2) Email Removes Some Formatting

    We recently upgraded from 6.2.i to 7.2.b. When we were using 6.2 and someone filled out text in the oppo_note field (Opportunity details box) and added spaces and carriage returns it would carry the formatting over in the email it sends to all the persons…
  • Creating an Email when Anything is Updated on Opportunity

    CRM 6.2i (soon updating to 7.2b: yay!) We have multiple people working on an opportunity at once, and it's a great time sink for them to go through hundreds if not thousands of opportunities. So why not create something that Emails them when something…