I want to know if it's possible to run a report or run an advanced search to find all companies/clients where my company has not filed a communication in the company record since May 1, 2018. Is this possible to do without writing a SQL code? Is there…
Hi, I'm facing a problem with appointements, when I access Calendar tab (My CRM) trying to add a new appointement, filling all the fields, but once i click on "Save", the page just refresh and doesn't save anything. could someone help me.
Thanks in…
Hello,
I am looking to integrate the creation of new quotes from the opportunity workflow (or other workflow). Also in this, I would like to be able to directly send an e-mail that includes the quote information, pricing, items, etc. I am currently…