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  • Blog Post: Cloning an Opportunity using the ASP COM API

    I have written earlier about cloning or copying existing records. Please see the article Using the COM API to Clone a Record . This article provides a worked example on how you can use that article to add a button to the opportunity summary screen that will copy an existing opportunity record and...
  • Blog Post: Scripting Escalation Rules in a Component

    I found this a very interesting issue. If you have created an escalation rule outside a workflow you will not be able to find a place where the component manager script can be generated. So how or where can you get the script of an escalation rule that was created outside a workflow? If an escalation...
  • Media: 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...
  • Media: Component: New Opportunity Workflow (Sage CRM 2018)

    This component when installed will implement a new Opportunity Workflow. This was been tested with Sage CRM 2018. It gives examples of the following: 1) Primary - Transitional - Global - Conditional rules. 2) Initial assigning to a user - allocation to a team - and setting of a date. 3) The use...
  • Media: Component: Example Case Workflow (Sage CRM 2018)

    This component when installed will implement a new Case Workflow. This has been tested within Sage CRM 2018. It gives examples of the following: 1) Primary and Transitional rules. 2) Initial assigning to a user - allocation to a team - and setting of a date. 3) Automatic creation of a task. 4) Use...