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  • Conditional Email setting

    Hi, In a VAd supplier company want to monitor their quotation process as follow. If they have a end user(C) who communicate two re sellers let say A and B for the same product quotation of two different sales person X and Y.They process the quotaion…
  • How to look up data into a field by select Search Select Advanced ?

    Hello everyone ! Could everyone tell me how to look up data into a field after we select a data in Search Select Advanced field ? e.g: i have created a field name case_personmail. and i have another Search Select Advanced for person field. whenever…
  • Automate emailing outstanding or overdue invoices for a list of customers

    Has anyone achieved to automatically email run all outstanding or overdue invoices for all customers or group of them ?