Category Archives: Uncategorized

Can the Account Manager at the Person level be updated when the Account Manager is changed at the Company Level?

When we create a new Company, the routine written in UpdateRecord() function has gets fired. we can check the company id generated in the IF statement to decide whether it should proceed further or not. We can use the following code to resolve the problem: function UpdateRecord() { var compid = new String(eWare.GetContextInfo(‘Company’,’Comp_CompanyId’)); if(compid==”” ||… Read More »

ERP data in Company Entity

Are you looking for an Functionality so you could be able to synch the data from ERP to CRM and could be able to Dispaly it in CRM? Yes, it is possible to display the data from ARCUS table into the Sage CRM. This can be achieved by two ways; one way is that through… Read More »

Creating User Multi Selects

Currently this facility of Multiple User Select field is available for Communication Table only. It does not work for other tables because the User multi select writes into a field of data type ‘Int’ and as an ‘Int’ field it could not store multiple values in same field and needs a link table to store… Read More »

Smart ECF

Question: User have created fields table using fields.es file. In this es file user should give user name and password of database. Now, user always keep changing password of database for security purpose. So how can user access fields table in such case? User don’t want to change es file. Answer: In regards to this… Read More »

Dynamic selection for the Multi Selection fields.

Currently, there is no functionality available which allows user to fill one multi select field based upon the another multi select field dynamically. Solution:We have a tool which does the same. Suppose there are two multi select fields named Category (i.e. pers_category) and Sub Category (i.e. pers_subcategory) under the Person Entity. The Selection options for… Read More »