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…
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…
Have you noticed the style of displaying Wave Activities on the communication screen? The Advanced Search Select looks like this in edit mode
And like this in view mode
It shows the Campaign name AND the Wave Activity name within the Advanced Search…
Some time ago I wrote an article called "Sage CRM EntryTypes used in the COM ASP API" in which I listed the different EntryType codes that can be used to define fields (Entries).
I explained that within an existing system you can check which…
I was asked if there was anyway to expose the Product Code field in the Line Items area when building a Quote? The customer wants to enter order by code or SKU number instead of by product family and product name…