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  • Allow all user to view lead when it had specific state/status

    Hi All, problem background: Salesperson B create a lead. At this point, the lead can only be seen by Salesperson B, and send to manager for approval. After review the lead, the manager then decided that this Lead is not ready to be process due to…
  • Sage CRM Opportunity Custom Content - Get current workflow ID

    I'm preparing to migrate our opportunity workflow to a new one, and need to include a bit of javascript in the screens custom content to hide/show some fields based on the workflow the opportunity is following. I have no issue with the hide/show part…
  • Hiding Workflow rules from certain territories

    Hi, I am trying to hide a workflow rule from certain territories, but the scripts I am running end up displaying for all, or hiding for all. Please could someone take a look and advise where I am going wrong? Some of the scripts I have used are…