Hi, all. Is it possible to "search" a PegaSYSTEM codebase for a certain command being present within a GDOORULE? For example, let's say I wanted to find all of the GDOORULEs that contain CPAG commands; is there a means of exposing the codebase to perform such a search? Thanks! IVR Avenger ...
Not sure how to ask this question since I know very little about CRM software, but assume the following: Joe has a website that offers a service related to customers of various businesses Joe wants to approach companies and convince them to add hooks into their CRM software, so that every time they view an entry for a customer, the...
I've set up CiviCRM and created a custom data fieldset. I'm now trying to get this raw data and output as I wish. I've got code that displays the basic user info (contact id, display_name, image_URL, etc), but it does not include my custom fields (for example, twitter_username). How do I get to the custom data I've added? ...
The Question: How to cancel a Case (Incident) in Microsoft CRM 4 using the WebService? I'm writing this because it took me ages to find the right answer and M$'s documentation is useless, hopefully this will save time for other people. ...
I've looked at these three CRM systems for some very simple lead management, they have the usual REST get info out, put info in data sync api, some have colour changing stuff but aside from that its seems impossible to integrate. Take HighRiseHQ or ZohoCRM, all I want to do is add a button to the page that does an ajax post into my comp...
Hi, We are looking for a Case Management System capable of the following: 1. Ability to create different types of tickets each with different fields. 2. Ability to add validations which call external web-services (we are willing to use js as the last resort, but extensibility points will help). 3. Ability to create fields which pull dat...
I wish to write a plugin which intercepts export to excel function in dynamics CRM 4.0. I want to limit the data (based on a security logic) when user exports to excel contact data. I can not find a message related to export, it is just execute message. Is there any property in Exceutioncontext which could be used to identify export? ...
I can't find documentation for creating modules in vTiger. Where can I find doc. Please share with link. ...
here is my current queries: 1 SELECT FilteredInvoice.accountidname, FilteredInvoice.createdon, FilteredInvoice.createdon AS sort_date, FilteredInvoice.duedate, FilteredInvoice.invoicenumber, FilteredInvoice.statecodename, FilteredInvoice.totalamount_base, CONVERT(datetime, NULL) A...
We have product prices that per unit cost 0.0135. These are usually sold in large quantities so the resulting prices are in the area 135,000.00. It is important to us that Dynamics CRM shows the amounts using maximum 2 decimals in all forms and views on at least quote and order. To do this we have set Pricing Decimal Precision = 2 in Sy...
Hello, While i was trying to import organization from crm 4.0 to CRM2011 beta i got an error telling that i have to install Microsoft dynamics crm report server extensions. After a little search i found someone telling that i have to install the ssrs data connector found in CRMServer\server\amd64\srsdataconnector. I tried to install it ...
when i execute this code replacing the variable with dummy data then it is working but when i write the code in this way it's not working how can i solve? $xmldata ='https://crm.zoho.com/crm/private/xml/Contacts/insertRecords?apikey='.$api.'&ticket='.$ticket.'&newFormat=1&xmlData= <Contacts> <row no="1"> <FL val="Salutation"...
I am having a problem with a soap call I'm trying to do from PHP. First some background information: The call is going to a system that does a person search on a big CRM system. It requires information like name, city, birthdate, etc. ) When successful, it should return one or multiple id's. The soap interface is a standard piece of th...
I was just wondering if anyone knew the number of days that Dynamics CRM defines as 1 month when it comes to work flows. I am currently developing a workflow that requires some date checking and need to verify something at the 150 day mark. Thanks in advance! ...
I'm currently developing a small customer relationship and invoice management system for my client. And I have run into some small issues which I would like do discuss. What is the best practice around orders, customers and products. Should my client be able to delete orders, customers and products? Currently I have designed my databas...
Does anyone know what the default admin credentials are for Dolibarr CRM? I just installed the web based version and didn't see those credentials in any of the installation screens. Thanks ...
I tried to post this on the SDN forums (SAP forums) with very very very little help...seems like anytime I post an SAP topic no one can help :(. So I decided to post on stackoverflow and can only hope there must be some SAP CRM gurus on here... Here was the origional link I posted on the SAP Forums, so maybe the little help I did get o...
Perhaps, using the word CRM is a bit of a misnomer, essentially, I'm looking for a fast and easy way to create a front-end so that others in my organization can utilize a MySQL database that I've created that manages lists of respondents to marketing research surveys. I would need to do the following through the proposed front-end: ...
We are migrating our applications from on-premise to IFD. We have some webpages that creates some kind of queries to the CRM Views (ie Select * from account). These queries work well in on-premise environment but when we run on IFD environment we have this exeception Login failed for user 'NT AUTHORITY\IUSR'. How can we do this in IFD...
I have to map the following relationship into a software. the requirement is pretty standard which makes me believe, there must be already a script / open source solution for it. REGION ---(one to many)--> LOCATION ---(one to many)---> ACCOUNT --(ONE TO MANY)---> TICKETS i need an open source solution which can handle CRUD (create, ret...