A customer had the requirement to add a new tab option to the company tabs next to the summary tab option. The tab would contain additional fields that have been added to the company table. In addition the tab and the fields should only be available when…
Consider this scenario.
There is an UpdateRecord() event function in a TLS on the Company. When the Company assigned user is changed (comp_primaryuserid) then all the 'In Progress' opportunities belonging to that company are reassigned to the new company…
A customer had the requirement that when a company was reassigned to a different account manager, the opportunities that belonged to that company that were still in progress should automatically be reassigned to the new company account manager.
This…
Please read the article " Some thoughts on Importing Data " as background.
The previous article discussed the different programming techniques that can be used for importing data into Sage CRM.
Web Services
COM Based Mechanisms
.NET API
Direct…
I have blogged previously on creating multi-block screens based on a single record. A prime example of that would be when you need to design a page for a new entity that includes both a detailbox and a webpicker.
I would now like to consider a Complex…
Hi Community
We found a problem with some users being a little bit lazy and not filling in a couple of company fields ie the sector and source.
Is there anyway to get these fields to display in an opportunity for that company? I have tried creating…
When we create an opportunity, we go to the Person field first on the opportunity screen to determine what account they are calling about. This is because one person may be associated with multiple accounts. Anyway, we modified the dropdown box you see…