Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.
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When you insert a new record, the Territory field defaults to a territory called Default. This is not a true territory, but a territory placeholder. The Default entry remains in the field until the user...
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In the screen shot below we can see the demo user "Susan Maye" is limited to assigned the new opportunity to only people in the "Direct Sales" team. This has been accomplished by using...
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