Oct 29, 2012 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this scenario we would like to send nicely formatted quote emails to customers which contain the product line items and totals in a table. The out of the box method of running...
Oct 16, 2012 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario our business requirement is that when a user creates a new Opportunity in the CRM system a default Price List is automatically set when the Opportunity is...
Oct 15, 2012 | Release Notes
Add support for not using the AutoNumber function within the AutoNumber formula type Fix for GUI display of sub schedules Fix for returning proper datatype on FirstRecord() function call Full release history is available here
Oct 3, 2012 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In this scenario our business requirement is that when a user in on the contact entity and changes the parent account (Company) field then all the Contact Preferences details...
Oct 1, 2012 | Release Notes
Fix on the PreCheck functionality for a formula Added GetDateOnly function Added support for delete event Added support for export of formulas to a zip file for easy imports to other CRM systems Fixed issue with formula validation within the formula editor Fixed...
