Browse By Tags

Non-admin users are getting a SQL error when running a report that combines company and lead address info. I am getting an 'Invalid Column name' 'lead_secterr' error in the SQL log, but that field is in the view. Any thoughts? Thanks in advanced. Anthony…

Is it possible to add a button/link to the Lead screen which will "unmatch" a Company or Person from the Lead? It is possible to do by editing the record, saving it with a new Comapny, clicking the "Add or Find this Company link" and selecting the new…

When one of our users enters a Lead and then converts it into an Opportunity, the address (lead_companyAddressX) goes to the Company and the user has to enter the (often same) address for the Person record. Can you have lead_CompanyPersonAddress and have…