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Referencing records from a Custom Table in a Advanced Search Select field.
Sage CRM
In the screen shot below you can see that in my customised implementation of Sage CRM, I am able to associate an Opportunity with an record held in an external database. The external table in my system is called 'Contacts' To allow the table to…
over 7 years ago
Sage CRM
Sage CRM Hints, Tips and Tricks