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При попытке прочитать прикрепленный документ отличный от pdf (например,...
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Чтение прикрепленных файлов doc, docx, xls, xlsx
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How to edit Quotes->Item section fields?
I was looking to customize our Quotes window to fit our business model.
We don't sell any goods that require shipping or discount models. Instead...1 Photo -
Changing Lead->Lead Source labels sitewide
Good day,
I was initially looking to add more fields to the Lead Source selection field under the Lead record.
However, I'm not able... -
Reports and acceptanceStatus
Hi, I‘ve got a problem with reports. I created one that shows the members of a certain meeting. As an additional topic I set a filter on the acceptanceStatus(Meeting).... -
Report - View complete activity of a user in date range
I want to create a Report where I could see complete activity i.e. Calls, Meetings, Emails, Leads and/or Opportunities created by a User in a specific... -
How to make non-standard week?
Hi,
How to make a report with grouping by non-standard week?
It is standard from Monday to Sunday.
It should be from Thursday... -
Report module in Advanced Pack - how to select columns for output
How can I add columns from related entities as "column" in the parameter section of the report definition?
Eg : Account... -
Add this selection to target list : additional action for filtered result set
Worth considering:
It is great to have the opportunity to make a selection of eg Contacts and add the result set to a specific target list....