Sage CRM

This is how Cornerstone set this up: "Project Manager" is a user select field. All project managers are disabled/deactivated users, as they do not use CRM. Now I'm trying to integrate a new sales channel with a new operations team (project managers…

Hi. I'm hoping someone can help me with this search issue. I have created 6 new fields within the Company entity. All fields are created the same except for the column name being different. I also have all fields pointing to the same Lookup Family…

Hi all, first post and hopefully a simple question. We have recently concluded activities for 2015 and we're now preparing to get an early start on 2016 activities. I want to organize cases by the year where we began activities. Because the calendar dates…

Hi I have the need to hide a number of fields based off what is selected from a drop down list on a field in the same screen. i've used a bit of Java that works in the Onchange script: if(Values('case_productarea')=='QC29') { hidden = true;…