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Tip #725: Rename the contract

Broken contract

Did you ever come across the situation when “a friend of yours” tried linking a task (or any other activity record) to a contact only to stare at the screen in disbelief for 5 seconds: Where. Did. All. My. Contacts. Go? Then you your friend exhaled in relief – “stupid contRacts” – and quickly selected […]

Posted on September 6, 2016 by George Doubinski (Twitter) in Usability
Tagged contracts, entity, rename | 1 Comment

Tip #377: Case for a rollup field

New rollup field

¡Hola, amigos! Like if we did not have enough of Spanish at the eXtremeCRM Madrid 2015, we have Pablo “CRMGamified” Peralta in da houz with another spicy tip! How to setup the new rollup fields to count the number of cases associated with a contract line Hello, In this article I will explain step by […]

Posted on April 30, 2015 by Tîpp Jäår (Twitter) in CRM 2015, Customization
Tagged contracts, guest, rollup | Leave a comment
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