Jan 23, 2017 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn our example here, a customer wishes to know the amount of completed tasks on an Opportunity in real time. We shall use a North52 formula type...
Jan 11, 2017 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn our example, a customer wishes to know the number of business hours which have elapsed from when a case was created to when a response was made. We shall use a North52...
Dec 30, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewOur business requirement is that when a user Qualifys a Lead record and an Opportunity gets created, we need to move any notes that users entered on...
Dec 20, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn your business, you may wish to hide certain fields/sections depending on the Form type the user is using. In this scenario, we are required to hide...
Dec 8, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn your business, you may need to hide certain fields/sections depending on where the user has accessed CRM from: Desktop, Tablet or Phone. In this scenario, we are...
Nov 28, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn your business, you may wish to hide certain fields depending on where the user has accessed CRM from. In this scenario, we are required to hide the Address Section...
Nov 16, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn your business, you may wish to hide certain parts of a form when it is loaded. In this scenario, we are required to hide the Company Profile and...
Nov 4, 2016 | 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 an accounts address is updated you need to update all the related contact addresses with the same data. The scenario involves...
Oct 25, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we are required to gather a list of all the First Names in an Accounts entity associated Contact. We will save this list into...
Oct 13, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview A business that is managing construction Opportunities has many dates which specify key milestone dates for managing a bid. They have several active bids at one time and each bid...
Oct 3, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario, you may require that Account records have their shared access quickly removed when it is needed.This can be done using...
Sep 21, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario, you may require that private Account records be shared quickly with a Secure Team when it is needed.This can be done using...
Sep 9, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this scenario we wish to automatically create follow up tasks whenever a task is completed. We will need to be able to dictate how far into the future the follow up task should...
Aug 30, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn some situations you may need to need to quickly save and reload a form whenever a certain field that has been filled in by a user, even before that user finishes filling...
Aug 18, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario Overview In your business, you may need to restore information that has been changed. In this scenario, we are required to revert the phone numbers of all Account entities back to...
Aug 8, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn your business, you may wish for a Quality team to randomly review the work of users. In this scenario, we are required to present to this Quality team a random portion of...
Jul 27, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn some situations you may need to need to quickly save a field that has been filled in by a user even before that user finishes filling out all the other fields. North52 allows you...
Jul 15, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn some situations you may need to combine all the address information you have on a Contact into one field – perhaps to allow for easy printing of a label. For...
Jul 5, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn some situations you may need a CRM Action to return parameter and to implement the parameter values into a formula. Below is an example of how this can be be implemented.We have...
Jun 23, 2016 | Business Rule Example
A new knowledge base article has been published on our support portal.Scenario OverviewIn this business scenario the requirement is for the Opportunity form to have a field translating the Est. Close Date field into the Pacific time...
