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• Company and Person Workflow Progress with Tracking tab in CRM

  Many thanks must go to a colleague in the UK professional services team for this article. Introduction Customers often request the ability to track Company or Person changes in much the same way that CRM... Posted Jul 03 2009, 10:36 by Jeff Richards with | with no comments Filed under: List Block, clientside, Workflow, create script, SQL, Entry Screen, Fields, Person, Runblock, company, tabs, progress table, tracking

• Working with a Person's Address Type

  When you edit or add a new address for a person in Sage CRM you are invited to specify whether the address is a Business address or a Home address. This choice is then shown on the address list for the... Posted Apr 14 2009, 10:03 by Jeff Richards with | with no comments Filed under: create script, custom captions, translations, Person, Addresses