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…
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…