One way or another, eventually you will get a request to change the default amount calculations as built in CRM. This could be either by adding a tax percentage (after all, all provinces or states use a fixed tax rate expressed as a percentage), or to handle some other kind of discount by a specific... Continue Reading →
Working with CRM phone numbers, Outlook and mobile
This is just a quick observation. You might be tempted, for the sake a clarity, to create an additional field next to the Contact phone number to capture a phone extension. Even though it might seem like a very good idea, after all a lot of companies do still use phone extensions for each employee,... Continue Reading →
Scripting the Quote Product form
You might be reading this topic, and think it’s just scripting, and just like any other form. What’s different? Now, most fields we can script against without a problem. But let’s focus on the Extended Amount field. There is a system calculation that takes place, and if you try to enable the field for editing... Continue Reading →
JS using context.getServerUrl()
Every now and then I get stuck on something where I didn’t pay enough attention when I was reading the documentation. This is one of those cases. I was just playing with some OData scripts, and moving from one machine to another I realized that my calls were prompting for re-authentication on one of the... Continue Reading →
Generic Data Load Files
These are probably the most common generic data files I use for data load. I’ve posted them here for others to use as a starting point, but mostly for me to retrieve them easily rather than have to dig for them through my portable drive. Canadian Provinces USA States Countries of the World Enjoy! July... Continue Reading →
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