Sage CRM – Tips, Tricks and Components
In SQL we use “Triggers” to handle some activity after insert, update and delete operations on some SQL records. Sage CRM provides a similar option within the application in the form of TLS (Table Level Scripts). The predefined events in TLS i.e. Update(), Post Insert(), Delete() and Insert() allows you to have operations on insert,… Read More »
Let’s consider the case of creating new opportunity as an example. Consider that you want to set value of oppo_description field based on oppo_type field i.e. say you want to set description field to “Hello World” if oppo_type is set to parts. Now normally what comes in our head to incorporate this is something like,… Read More »