Whenever we create quotes through standard screen, it calls the internal methods to generated Quote reference id based on reference format and updates the new quote record with the same. When we create quote using CreateRecord method in COMP API we don’t get this value automatically set. Below is the function you can use in… Read More »
In today’s software world reducing number of clicks is an essential task. In CRM we can have communications against all the entities. How helpful it would be; if I can provide link to parent entity on communication screen itself? This way I can go from communication find screen and then also visit the relevant entity… Read More »
In Sage CRM, the reference number in Order and Quote entity is auto populated and ready only field where the value in viewed only when you save the record. By default the format is “ORD-#O/#N” where ORD is constant, #O is the opportunity id and #N is the incremental number. Like all good practices, Sage… Read More »
We all know the standard functionality of Quote Cloning of Sage CRM in which quote gets copied within same opportunity. However there are some limitations here. In standard functionality we cannot copy quotes across companies. Recently, we came across a requirement from one of our client whose requirement was to Copy Existing Quote from Source… Read More »