Hi dear,
is there posible to cretae a UDF in Sales for Company List?
Thanks!
Alles Antwoorden (6)
Hi Jianchun!
Do you mean like a relation from sale to Company?
That is not possible to create.
But with development tools can you create a relatioun the oposit way, from company to sale.
Not sure if that will help you.
Hi Samuel,
Yes I mean the Relation from Sale to Company. Which development tools you mean to create and implement this?
The Target is, we want to integrate all Information from related Company, from Stackeholders, into Sales Tab for our Logistics: LogView.
The Other Question is Trigger by User Events. Once Updates in Stacekholder and related Company, it should be automatically updated in this Tab. I don't found the suitable Trigger for this.
Many Thanks!
Hi!
Unfortnually we don´t have the options for creating this kind of customization.
Hi Jianchun!
There is a Trigger for After Save Stakeholder. You could then return SoProtocol to refresh the screen. Your LOGView webpanel will refresh and should be able to load the values then.
Does this not work for you?
Hi Tony or Samuel,
there is no possible to create in Sales a List to get Relation to Company, but I can create Links in Screen Designer, just I don't want hard code it like in Screenshots. Is Possible in crm scripts to implement this links for its Name and soprotocol? Thanks!