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I have a search select for shipping address. I need to it filter to the currently selected company AND a sub contractor company that is set on the screen in another SSA. Any ideas on how to accomplish this?

Hello Using 7.1g and have been asked to create an ADV Search Select field that will provide a list of all quotes that are linked to an opoprtunity. The idea is that the user will be asked to select which of the multiple quotes on an opportunity is the…

I found out that I can use custom entity as Search Entity in Search Select Advanced field from the link below but can I use View as Search Entity in Search Select Advanced field and how do I do that? https://community.sagecrm.com/partner_community/b…

I have a two-part problem, currently being addressed through some kludgy scripting. We need: 1. A search select advanced field that only shows the names of people who have business email addresses; and 2. A second field that populates with the business…

I am looking to break the association on the stock 'Add Task' screen SSA fields between Company, Person, and About. Currently if you choose a company, you must choose a person from that company, and opportunity from that company also. We want to be able…