Description:You can use the standard Person Search screen to find the persons in the Sage CRM.Now want to display list of persons from MY CRM with filtration criteria on Title Code & Status field!!! Solution:We have a new Tab under My CRM where we will have the filtration criteria for Title Code& Status field. Based… Read More: Display List of Persons in MY CRM with Filtration criteria… »
Description:You can use the standard Person Search screen to find the persons in the Sage CRM.Now want to display list of persons from MY CRM with filtration criteria on Title Code & Status field!!! Solution:We have a new Tab under My CRM where we will have the filtration criteria for Title Code& Status field. Based… Read More: Display List of Persons in MY CRM with Filtration criteria… »
Description It is really difficult to identify the type of customer in one glance at record? What if we color the Records depends upon their types? Suppose you are having multiple company records of various types like Vendor, Customer, Partner and so on. But while going through the record there is no strong indication for… Read More: Change the Color of Fields depends upon Type. »
Description:Have you seen the option of New Company and New Person on New Opportunity screen? While creating a new Opportunity we can create a New Company as well as New Person for that particular Opportunity. What shall we do if we need same functionality for any custom entity? Solution.We have developed a application so user… Read More: Create New Company on runtime while entering a new record… »
