I define Business Rules in my training courses as the "operations and constraints that apply to an organization in achieving its goals". This definition encompasses the entire suite of systems used by an organisation, from those that are paper based,…
A customer had an issue. Their sales team used the Lead and Opportunity features extensively. Each day many leads were created in the system but the sales team members were getting annoyed that as they searched for the new leads through the main search…
A customer had the requirement to be able to create records in Sage CRM that contained lookup fields to another database.
In my example I want to be able to create a case and then link that case to a field in an external system.
Below is an image…
A business has the requirement that when a new opportunity is created Inactive companies and Inactive Persons should not able to be selected from within the fields of the web-picker.
This is a type of rule that will only need a simple statement, and…
When press new->Task the task screen shown
when i press new company in the picture a popup screen appear and i fill the data for a company or person the when save the information and click continue the company and person filled and the popup screen…