I may be working with Siebel CRM soon, and I'm looking for advice on using modern development practices and enterprise best practices. Specifically I'd like advice on the following areas: How should we set up version control (specifically with Subversion)? What kind of structure should our repository have? How should we handle branc...
Hi, I come from a .NET background and just learned Ruby On Rails. My company uses VTiger for Customer Relationship Management. I have no idea about PHP. I am a rails fan, instead of me learning PHP to work on VTiger, I am looking for a solution in Rails. I found Fat Free CRM. Is it good? Also, Are their any better ones? ...
I'm using microsoft dynamics crm 4 I inserted the following line to restrict a customer lookup to contacts only (no accounts): crmForm.all.customerid.setAttribute("lookuptypes", "2"); It does restrict the lookup to contacts only, but there is a strange bug: When i select any customer, the icon next to him becomes the account icon, no...
Hi, How can I send email which is triggered by workflow against an invoice which includes the order details and lineitem details of invoice? Can I add custom data field item to email templates? Sanjay ...
I've been directed to force.com as an alternative to creating an application using PHP and MySQL. My question is about deployment. What happens after I build the application on force.com. If the application is based on their API, will I be able to serve this application from my own domain if I wanted? ...
Hi I am wondering what is the Difference between Managed Solution and UnManaged Solution in CRM 5.0 (2011)?? Thanks ...
Hi, I am a newbie to VTiger, I am using the 5.2.0 version to try, learn implementing Issue Tracking. Intro: A client sends an email to say [email protected], Mail Converter or Mail Scanner.. scans for the new email and if found creates a new ticket. If admin sees a new ticket which is being raised in Trouble Tickets, makes some chan...
Hi I am trying to retrieve the data from CRM(that is on virtual machine) using WCF Service(that is on Host computer). I am running into the below SecurityException intermittently at Service.RetrieveMultiple while I am debugging from Host and trying to connect to CRM. Code: QueryExpression queryIssue = new QueryExpression { EntityN...
Hello everyone, I could get the following things done.. Client sends e-mail to [email protected] Mail Scanner scans, creates a ticket. A notification is sent that email is received by support team to client. Admin assigns the ticket to someone, client recieves an email that the ticket is being assigned. Client replies to the email, t...
Hello everyone, Once I have a client contact information saved in Support Module, I could get the following things done.. Client sends e-mail to [email protected] Mail Scanner scans, creates a ticket. A notification is sent that email is received by support team to client. Admin assigns the ticket to someone, client recieves an email...
I recently discovered a new PHP CRM/ERP solution: http://www.ws3.es/portal/es/saltos.htm We are looking for a open source intranet solution, mainly to manage projects, client accounts, corporative email, etc. We've been testing it and it looks good, but my question is if someone else has given it a try? ...
I manage a website which houses several pieces of Seller and Buyer(member) information. In order to cut costs, we decided we wanted to launch an all-web-based CRM system which allows us to look into customer information, update that information, perhaps process payments/change payment schedules, etc. Similarly, our site houses several p...
I have used web services in the past and nothing special was required for deployment. As long as the application compiled and you could get to it through Visual Studio all was well. I am integrating a custom application with Microsoft Dynamics CRM and am receiving an error when I deploy the application as follows: Could not load file or ...