Supposing that there is a requirement that when a Company is of a particular type then when an Opportunity is created for that company there should be one set of options to put into the Oppo_type field.
You can see in the above screen shot of…
An on Premise Sage CRM customer had the the requirement to display the Opportunity Certainty data graphically.
This can be achieved using the GraphicBlock object to create a graphic that can then be displayed by the Caption property of the field.…
This is a topic that has been recently covered within the forums. Since then I have been asked a few questions about this topic so I thought it was worth a separate article.
Below is the summary screen for an opportunity. This has come from a demonstration…
I thought I had written about this trick before but it appears not!
A customer needed a technique to allow a chart to be displayed at the top of the company screen. This is a bit like the PipeLineGraphic of the OpportunityList or CaseList system screens…
I have assumed that you have created the new entity using the Advanced Customization Wizard. You can download the latest version of the wizard here: https://community.sagecrm.com/partner_community/m/sage_crm_downloads/default.aspx .
I have also assumed…
The requirement to allow the user to fall back to an earlier point in the workflow is usually handled by looping. We can see from the diagram below how a workflow can allow a user to drop back and repeat or cycle through certain workflow states again…
Many thanks must go to a colleague in the UK professional services team for this article.
Introduction
Customers often request the ability to track Company or Person changes in much the same way that CRM offers with Opportunity and Case entities.…
In this article I would like to discuss a number of distinct concepts and then bring them together.
Search Select Advanced Fields
Security and Data Access
Dynamically Changing Field Properties using an Internal (Create) Script
Imagine a business…
The idea behind this article is that you can use the normal document upload to upload a picture file into the library. That image can then be displayed on the person summary screen. You will have to change options on the libr_type top allow files of type…
This article has been updated.
Create Script example Date/Time fields can can have their values set by using the DefaultType property. If DefaultType set to 6 then the field displays the Current Date/Time DefaultType = 6; If DefaultType set to 14…
In the screen shot below we can see the demo user "Susan Maye" is limited to assigned the new opportunity to only people in the "Direct Sales" team. This has been accomplished by using the property of the field (a.k.a entryblock) called SearchSQL. The…
Imagine the situation where there may be a problem with allowing users to search against a entity with out putting in at least one search criterion. You may find the searching against companies too slow if people do not put in the company name for example…
The control of field level security can be found against each field listed under the Field tab in the customization area. Administration | Customization | TableName We know from the documentation that the field security interface provides a simple code…