Browse By Tags

  • Blog Post: Adding Clientside Code into Dynamically Built Workflow Action screens

    I had a conversation with a participant at one of the recent Bootcamps regarding the use of clientside code in dynamically built workflow screens. This topic has also appeared in the Forums with the community site. The partner's customer had a requirement that when a user was processing an opportunity...
  • Blog Post: 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...
  • Blog Post: Using Client Side code in Workflow

    You can use Client Side code in Sage CRM workflow. The image below shows an Opportunity that is being progressed through a workflow in Sage CRM. In this example opportunity workflow the maximum certainty allowed for any stage has been controlled. e.g. Lead - 5 Qualified - 10 Quote Submitted - 15 Negotiating...