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Is it possible to generate and email reports out of Sage CRM on a recurring basis?
Sage CRM will be used by members of the sales team. However, it appears that management wants to be able to send automated reports to members of the sales team along…
Hi All,
Is there a way to create/configure an email notification send out to administrator or person in charge that will be triggered upon data is being exported or report being generated?
In Sage CRM development around phone numbers and email addresses needs careful thought. This is because Sage CRM "entities" can be complex. For example, the information for a Company consists of a company record, a default person record and a default…
This is a follow-up to the article I wrote previously called " Understanding the CRMEmailPhoneData table ".
That article explained that the CRMEmailPhoneData is a utility table and that its job is to speed up reports. It holds a row for each company…
If you have spent time looking at the way in which views are constructed in Sage CRM then you may have found the CRMEmailPhoneData table referenced and wondered what is the table's purpose.
I asked a colleague in our development team for some help in…
I have created a new custom entity called 'Project' using the Advanced Customization Wizard (aka Entity Wizard, Main Entity Wizard).
The requirement:
The requirement was to be able to use data from the project table in groups used for outbound emails…
