We have a client using CRM - they have four Sage 300 ERP databases. Each one of these companies can have the same customer info, exception might be the contact info for the customer. They assign a salesperson in ERP/CRM to the customer but they would…
Hi ,
In our company screen, I'm trying to figure out how to change the colors of the contents of a RAG Status field we have (comp_rayg) based on the field data. For instance, if a RAG status is set to Green, I want the word "Green" to be Green, and…
Hello,
I'm having trouble getting an escalation rule to trigger in crm. I am currently on version 7.3. I have an escalation rule configured to notify someone when they have been assigned a task within CRM. However it does not seem to be sending out…
Hello,
Issue about "Date\Time" field inside the Dashboard.
The time in dashboard different the time in summary screen.
Example: Date/Time in the dashboard is : 11/03/2017 9:00 AM in the summary screen is : 11/03/2017 11:00 AM.
Notice: The Time…
The line " crm.fields("crep_address").value(crep_address); " in this code does not work which leads me to believe this is not how a Search Select Advance d box is populated. Is there documentation anywhere to show how this is done? My goal is to populate…
