Support & frequently asked questions

In general, working with project members can be a bit tricky because they are stored in a separate table in the database that sits between the project and the person. This setup allows for a  many-to-many relationship : One person can be a member of multiple projects, and one project can have multiple members. The downside of this structure is that you  can’t see projects when searching for a person , and you  can’t see people when searching for a project . However, there’s a workaround using the old  Service search tables , which allows you to search directly in the  projectmember  table. This lets you display the full list of project members. If you have a Service license, you can use the following URL to go straight to a project member search. Just replace  XXXX  with your customer ID: https://online.superoffice.com/CustXXXX/CS/scripts/ticket.fcgi?_sf=0&action=searchTable&table=projectmember This method won’t allow you to see all projects that don’t have any members, but it does provide a simple overview of all members across all projects.

Thanks, appreciate your effort.

Hi Ralf, For your specific use case, you would add that button as defined in the Add a button or link documentation. There is a TIP at the top of the page, linking to all available template variables, which can be used in the button URL link, and will be replaced with the variable data.  With Development Tools comes a lot of options . CRMScript automation is a significant component, as is schema extensibility with Custom Objects.  Here is a repo with a lot of CRMScript examples . There there are the docs about Custom Objects . These should be good resources to start with, and feel free to ask more questions later when you have more specific scenarios or use cases to discuss.  Best regards.