Scripting

Back to discussions
Expand all | Collapse all

Hi All,I have a Sage CRM scripting question.I

  • 1.  Hi All,I have a Sage CRM scripting question.I

    Posted 09-21-2015 12:25
    Hi All, I have a Sage CRM scripting question. I am looking to get the Opportunity ""Assigned To"" to default to the Company ""Assigned To"" person in CRM 7.2. So when a new opportunity is created, instead of the user who is creating the oppo being the 'Assigned to' that appears on the oppo, I want to grab the Company 'Assigned to' person and assign the oppo to them. I've looked at the Administration>>Customization>>Opportunity>>Fields Assigned_To field. I've also tried to figure out if this has to be done on the opportunity Detail Screen instead. Can anyone point me in the general direction? Thank you! m


  • 2.  RE: Hi All,I have a Sage CRM scripting question.I

    Posted 09-21-2015 12:33
    Have you looked into using a postinsert tablescript?


Related Content