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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...
  • Wiki Page: 536-17575 - Question about converting a Lead into an Opportunity with multiple Opportunity workflows

    Summary: When a Lead is Converted to an Opportunity it is not associated automatically with an Opportunity workflow, it needs to be progressed using the default "Accept/Reject" action buttons. More Information: If you have more than one workflow rule for an entity you can create an "Accept"...
  • Blog Post: Workflow Mail Merge to PDF

    Sage CRM has a follow up action to the workflow action types that enables Mail Merge to PDF. The set up for the action is very similar to the standard Merge that has been there since server side merge was introduced. The merge uses the same templates and the merge to Word. You can use either...
  • 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...