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Tip #645: Name that address

Return to sender

If you want to take advantage of an obscure Lookup Address feature when dealing with quotes or orders, you will find that the address lookup on that dialog looks very strange: first line is blank followed by the zip/postal code and city. In addition, how do you add multiple addresses to a customer record in […]

Posted on May 18, 2016 by George Doubinski (Twitter) in CRM Online, Customization
Tagged address, lookup, order, quote | Leave a comment

Tip #579: Prioritize your relationships

DIsplay Order for relationship

When creating new relationships, change the Display Order property from the default 10,000 to a higher value, e.g. 20,000. Sooner or later business users will ask to prioritize the order in which related entities appear and if by that time you have created 42 relationship with the default order 10,000, reordering them will be a […]

Posted on February 16, 2016 by George Doubinski (Twitter) in Customization
Tagged order, relationships | Leave a comment
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