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Blog Post:
Discovering Data Relationships in Code
Jeff Richards
You may have a business requirement to cascade a change through the child records of a company. I have discussed previously how a table level script can be used to update all opportunities if the company is reassigned to a new account manager. See the article " A Table Level Script to update Opportunities...
on
13 Sep 2010
Blog Post:
Using the COM API to Clone a Record
Jeff Richards
There are a number of articles within this community site that discuss the requirement that some business has to clone records. This might be where a customer needs to copy an existing communication to set up a similar meeting or where an opportunity is very similar but just some details need changing...
on
18 Jun 2010
Blog Post:
Creating your own Import Scripts using the COM API
Jeff Richards
Please read the article " Some thoughts on Importing Data " as background. The previous article discussed the different programming techniques that can be used for importing data into Sage CRM. Web Services COM Based Mechanisms .NET API Direct Data Interaction The COM...
on
20 Aug 2010