• Quote - warn user if there are no line items. How to?

    Help please! I need to add a prompt to the system to warn users if they have not completed the Line Items for a Quote. When a quote is created the "header" record is created and then you click on the New Line Item button to add the "detail" records…
  • Using Joins in Web Services

    Imagine you need to retrieve information from CRM via the webservices interface; this query should combine data from multiple tables. In the COM API (ASP pages, self service, table level scripts etc) you could use the QueryObject to build the exact SQL…
  • Line Items

    Hi, I have a system whereby when a quote is created there is an automatic line item added which is a delivery charge applied to all quotes and orders. Each customer record has a delivery charge on their company record from where the value is pulled…