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Blog Post:
Creating a Search Select Advanced Field that links a CRM table to a Parent Table in an External Database
Jeff Richards
A customer had the requirement to be able to create records in Sage CRM that contained lookup fields to another database. In my example I want to be able to create a case and then link that case to a field in an external system. Below is an image that shows that I have been able to link cases to...
on
15 Nov 2011
Blog Post:
Controlling Default Values in Search Screens
Jeff Richards
A customer had an issue. Their sales team used the Lead and Opportunity features extensively. Each day many leads were created in the system but the sales team members were getting annoyed that as they searched for the new leads through the main search page they were being distracted by those leads that...
on
15 Apr 2014