Tip #732: Knowledge Management is disabled for custom entities

Knowledge not found

When creating new entity, follow step-by-step instructions and you’ll be fine. Except if you want to enable the entity for Knowledge Management later on, you’ll find the relevant checkbox disabled. What the? To work around this behavior (that looks suspiciously like a bug), open Settings > Service Management > Embedded Knowledge Search, check the box […]

Tip #378: Using Calculated Fields To Work Around Field Restrictions

Free book idea for aspiring CRM authors out there: “1001 uses for calculated fields.” (We’ve already written a few, you can take this one). I’m continually amazed by the novel uses for calculated fields that go beyond the obvious uses. Latest example–working around crazy field limitations. Consider the following example: We have an opportunity configuration […]