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JackAllan
Blog Post:
Modify field on another table in a workflow action
Sage CRM Team
When choosing a field for the Display Field For Amendment action, you can select fields from the view that are not on the table the rule is based on. For example you can select the comp_primaryuserid if you use the vSummaryOpportunity view to base your rule on. However this will not work by design: You...
on
24 Apr 2009
Blog Post:
Conditionally send e-mail on entity creation
Sage CRM Team
It is common to have CRM send out an e-mail on the creation of a new entity. For example you may have an e-mail sent to the assigned user on a new Opportunity notifying them that a the Opportunity has been created and that it is assigned to them. This is achieved by putting a Send E-mail action on the...
on
24 Apr 2009