Tag Archives: Opporunity

Multiple Persons for a Opportunity

The standard SageCRM allows a user to link an opportunity with a single Person. But there could be a scenario where an opportunity can be linked to more than one person. It’s pretty simple. Here is how you can do it. • Create a multi-select field in the opportunity to store the persons related to… Read More »

Restrics Inactive Person to be selected for Communication, Opportunity and Lead.

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!!! Solution: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… Read More »