While creating any Communication, Opportunity and Leads, all People from SageCRM get listed even if the person is Inactive.
Now, we can restrict the inactive persons from the Person Lists!!!
While creating Communication, Lead, and Opportunity in CRM, those People would not be available under the list of Person field whose status is set to ‘In Active’.
- Pick Your Piece of Innovation at Sage ERP X3 Sales Conference 2015, Istanbul – Meet us at Stand # 13
- Webinar Invite – Sage ERP X3 Integration with Sage CRM ver 7.3 on 8th April 2015 at 1 pm US ET
- Identify the version in Sage CRM Cloud
- Display Company Information in an Opportunity Entity
- Validate Email Addresses using Sage CRM Client Side API