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  • Selection Field: List a group of non-CRM using employees.

    This is how Cornerstone set this up: "Project Manager" is a user select field. All project managers are disabled/deactivated users, as they do not use CRM. Now I'm trying to integrate a new sales channel with a new operations team (project managers…
  • More thoughts about look up field types

    Some time ago I wrote an article called " Sage CRM EntryTypes used in the COM ASP API " in which I listed the different EntryType codes that can be used to define fields (Entries). I explained that within an existing system you can check which EntryTypes…