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 »
Query I have set up CRM to auto-respond to support emails and create cases from them, as described in the Systems Administrator’s guide. This is all working fine. However, the created cases are not assigned to the case workflow. We have multiple case workflows, and I would like to be able to assign the new… Read More »
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 »
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 »
Below is an example of a SQL query which you can use in a scenario where you want to display a list of duplicate records which are stored in a particular table. Below is the query that has been used to do the needful on the Leads entity (where Client wanted to have the list… Read More »
If you are facing this error while executing the query from the ASP page: And you find that the sql query working fine in the SQL Query Analyzer. It might be a problem with Query Time out duration. Solution: We can set the CommandTimeOut property of the ADODB command object. The default value is 30… Read More »
Now we can REschedule the tasks and appointments for any particular user (i.e. to postponed communications for within the range of dates). It will provide a new tab in the “My CRM” context which will provide a screen to accept user name and date (from and to). It will display the list of all the… Read More »
Now we can Schedule the tasks and appointments End Date excluding the Weekend and Federal Holidays. Below Mentioned Federal Holidays will be taken care of with this Script. New Years Day: Tues., Jan. 1 Martin Luther King, Jr.: Mon., Jan. 21 Washington’s B’day: Mon., Feb. 18 Memorial Day: Mon., May 26 Independence Day: Fri., July… Read More »
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 »
To hide “New Note” button under the Notes tab of Case if current user is not the assigned user of the case. Please have a look at the script written in below Screen…
