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  • Adding new field 'country' to Phone/Email screen

    Hi , I would like to add a new drop down field country onto the Phone/email screen of the company. The phone number field of the company needs to be validated upon the country entered. As european numbers differ from other numbers, this would be better…
  • Adding a new field to 'Proposal Submitted Page'

    Hi, I am a beginner to sage crm. I played around with the application but I wanted to add a new field "probablity%" onto proposal submitted page. I tried for inline customization,but I am not able to see inline customization that page, whereas it was…
  • cumulative field value display in summary page

    Hi, How can I add two field value from quotation table and display in opportunity summary screen any help? Thanks Raj
  • Conditional rule to achieve transition

    I am working on a workflow for our opportunity management and would like to create a rule which moves the opportunity to the next stage but also notifies a user via e mail if a field is over the value of 100000. I have tried a conditional rule with a…
  • Hiding fields

    To simplify this assume this is a vanilla system. I have on the quote entity a new field called quot_c_owner which is a text box of 20 characters in length which is displayed on the quote summary screen. Other than that, it's an out of the box system…
  • Call External URL from Workflow

    I have a customer who wants to call an external url from a workflow action passing in some query string parameters. I created a new workflow action which calls a custom asp page. This custom asp page uses javascript to call window.open which opens up…