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Sage CRM 2018
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Blog Post:
Searching for a Person by Business Address. An example of codeless customization.
Jeff Richards
A customer had a business requirement to be able to search for people and filtering them by either their business or home address. When an address is entered into the system for a person a user can specify the type of address as can be seen in the screen below: The default choice for address...
on
3 Jul 2012
Media:
Component: Person Address Find (Sage CRM 2018)
Jeff Richards
This component will add an additional Find option under the main menu. This will allow a user to search for a person's address information and be able to filter by the type of address e.g. Business or Home. The search page is built using only Meta Data and RunBlock. The follow are added: ...
on
4 Dec 2017