Sage CRM

Hi there! I want to select which options our users can choose when looking up opportunities. Primarily, they should only be able to see their own opportunites with the exception of 2 users that should be able to see all opportunities, regardless of…

Hi, I'd like to maintain a lookup value list that should be linked with an external database. We have decided to use a SQL Job that will insert new items and update translations for the existing ones in the custom_captions table. Problem is :…

I have a two-part problem, currently being addressed through some kludgy scripting. We need: 1. A search select advanced field that only shows the names of people who have business email addresses; and 2. A second field that populates with the business…