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Sage CRM 2018
Company and Person Workflow Progress with Tracking tab in CRM
Many thanks must go to a colleague in the UK professional services team for this article. Introduction Customers often request the ability to track Company or Person changes in much the same way that CRM offers with Opportunity and Case entities. As standard, CRM does not offer a CompanyProgress...
3 Jul 2009
Calling Workflow in an ASP Summary Page
This is article is based on a customer need to display workflow buttons in a an ASP page that handles company records. Below you can see that I have created a partial rebuild of the company summary screen. Since this example is based on the Company Summary screen there are a few steps that must...
1 Oct 2015
Component: Company Workflow Example (Sage CRM 2018)
This component when installed will implement a new Company Workflow. This has been tested with Sage CRM 2018 R1. It gives examples of the following business rules and techniques: 1) Changes to comp_slaid will be recorded as a note record. 2) Changes to the comp_slaid can only be made once a communication...
4 Dec 2017
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