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Tip #624: Updating won opportunity fields

When I receive an email from Mitch “Only in Texas” Milam with the subject “Well, this is interesting”, I know it will be just that. Last week was no exception: Did you know (in 2015 at least) you can change the processed and staged fields on a Won Opportunity, without reopening it? No, I didn’t […]

Posted on April 19, 2016 by George Doubinski (Twitter) in CRM 2015, CRM 2016, Development
Tagged closed, guest, opportunity | 15 Comments

Tip #384: Billable emails

Would you like to make your emails billable? Of course, you would. Add the field(s) dealing with the billing information and you’re all set, right? Not so fast. The problem is that tracked emails “arrive” into CRM as activities already closed so editing won’t be possible. Enter the realm of Adam “I’ll leave nuggets everywhere […]

Posted on May 11, 2015 by Tîpp Jäår (Twitter) in Customization
Tagged closed, email, mandatory | Leave a comment
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