pega crm

Want to know pega crm? we have a huge selection of pega crm information on alibabacloud.com

Custom CRM Report: freeze the header

When you customize a development report, you have such a requirement to freeze the title of the first line. In fact, CRM can also be implemented. The method is as follows: 1. Open SQL Server Bi development studio, find the project, and open 2. Right-click the title --> tablix properties --> On the General tab, there are two check boxes for the row title, and select it ~~ So easy ~~ For details, please refer to another idea which can also be conside

A crm system data design problem

A crm system data design problem crm database optimization For example, there is an employee table with employee ID, name, phone number, address, department, and other information. If the department is not the headquarters, you need to continue reporting. Now we need to design the database: 1. select an employee and write the report chain of the employee. 2. if a department manager is used, all employees

CRM system help

CRM system help Apply for system accounts for teachers and students Log on to the website http: // 10.1.1.20.: 8008/userreg. aspx in the company. Log on to the website http: // 124.128.92.226: 8008/userreg. aspx outside of the company. Instructor registration system user page The detailed page is as follows: Name: The name displayed in the system and the name of the post-review settlement, so you must enter the

Summary of implementation problems in the Chinese version of vitiger CRM 5.3

Introduction: This is a summary page of the implementation issues in the Chinese version of vitiger CRM 5.3. It introduces PHP, related knowledge, skills, experience, and some PHP source code. Class = 'pingjiaf' frameborder = '0' src = 'HTTP: // biancheng.dnbc?info/pingjia.php? Id = 327213 'rolling = 'no'> 1. vtigercrm5.3 localization problemAn error occurred while deleting the customer information.Copy "zh_cn.lang.js" to en_us.lang.js. 2. garbl

Connection reports in the left-side Navigation Pane of accounts in Microsoft Dynamics CRM

In Microsoft Dynamics CRM 4.0, the buttons in the left navigation bar in the account entity cannot write JavaScript Functions in isV. Therefore, if you want to connect a report that requires parameter passing, there is a problem. I want to write a code segment in onload in the account to change this situation. 1. Write the following code in onload in the account.View Source Print? 01 var CRM_FORM_TYPE_CREATE = 1; 02 va

Entity of CRM rapid development

When we operate entity in the background code, it is basically written as follows: /* Creator: the blog of caidao jushi* Creation date: January 1, July 5, 2014*/ Namespace net. CRM. Entity{Using system;Using Microsoft. xrm. SDK; /// /// Basic mode --- entity/// Public class entitydemo{Public void run (entity){If (isnotnull (entity, "new_int ")){// Obtain the value of an int FieldInt new_int = entity. getattributevalue }If (isnotnull (entity, "new_stri

CRM operation Fax entity

Using system;Using Microsoft. xrm. SDK;Using Microsoft. CRM. SDK. messages;Using Microsoft. xrm. SDK. query;/// /// Fax/// Public class faxhelper{Public static readonly string entityname = "fax ";Public guid faxid = guid. empty;Public iorganizationservice service; /// /// Create a fax/// Public void create (){Whoamirequest userrequest = new whoamirequest ();Whoamiresponse userresponse = (whoamiresponse) service. Execute (userrequest );Guid _ userid =

CRM operation currency entity

Using system;Using Microsoft. xrm. SDK;Using Microsoft. CRM. SDK. messages; /// /// Currency/// Public class transactioncurrencyhelper{Public static readonly string entityname = "transactioncurrency ";Public guid transactioncurrencyid = guid. empty; /// /// Create a currency/// /// Public void create (iorganizationservice Service){Entity en = new entity () {logicalname = entityname };// Currency codeEn ["isocurrencycode"] = "CNY ";// Currency nameEn [

CRM operation sales contract entity

Using system;Using Microsoft. xrm. SDK;Using Microsoft. CRM. SDK. messages;Using Microsoft. xrm. SDK. query; /// /// Sales Contract/// Public class contracthelper{Public static readonly string entityname = "contract ";Public guid contractid = guid. empty;Public iorganizationservice service; /// /// Create a sales contract/// Public void create (){Entity en = new entity () {logicalname = entityname };En ["title"] = "Sales Contract test ";Contractid = s

CRM operation case entity

Using system;Using Microsoft. xrm. SDK;Using Microsoft. CRM. SDK. messages;Using Microsoft. xrm. SDK. query; /// /// Case/// Public class incidenthelper{Public static readonly string entityname = "incident ";Public guid incidentid = guid. empty;Public iorganizationservice service; /// /// Create a case/// Public void create (){Entity en = new entity () {logicalname = entityname };En ["name"] = "case test ";Incidentid = service. Create (en );} /// ///

CRM operation global option set

Using system;Using Microsoft. xrm. SDK;Using Microsoft. CRM. SDK. messages;Using Microsoft. xrm. SDK. metadata;Using Microsoft. xrm. SDK. messages; /// /// Global option set/// Public class optionsetmetadatahelper{Public iorganizationservice service = NULL;Public guid optionsetid = guid. empty;Public int effecagecode = 2052; /// /// Create a global option set/// Public void create (){# Region optionmetadatacollectionOptionmetadatacollection opcollecti

Dynamics CRM 2015 New Feature (2): Hierarchical Data, dynamicscrm2015

Dynamics CRM 2015 New Feature (2): Hierarchical Data, dynamicscrm2015 An interesting Feature: Hierarchical Data was introduced in Dynamics CRM 2015. You can use the intuitive tree feature to understand data with a tree structure, such as business unit. I believe that such an interesting feature can improve your work efficiency. It is not difficult to use this feature. We need to make the following configu

Dynamics CRM 2015 New Feature (7): Field Level Security mechanisms, dynamicscrm

Dynamics CRM 2015 New Feature (7): Field Level Security mechanisms, dynamicscrm Today, let's take a look at the field-level security control. As we know, the permission control in the Dynamics CRM system is based on Role, so the granularity is large. In the new system, the field-level permission control is introduced and subdivided into the field read operations, update operations, and creation operations.

Dynamics CRM 2015/2016 Web API: View-based Data Query

Dynamics CRM 2015/2016 Web API: View-based Data Query Dynamics CRM 2016 Web API supports view-based data query. The Feature that the blogger saw at the beginning has really highlighted me. This Feature is so powerful, this completely subverts the complicated and tedious method of getting data. The current view is actually defined once and reused everywhere! It is easy to use. You only need to add a paramete

CRM 4 Hide custom toolbar

// hide the Specify title button function Hideisvbutton (buttontitle) { var comps = document.getelementsbytagname (' li '); for (var i = 0; i ) { if (comps[i].title = = buttontitle) { = "None"; Break ; } }}Hide the other system's own, first use F12 to find the elements in HTMLThe unsupported to doing Thiscould be1) Find homepage.aspxinchyour CRM server.2) Open itinchVisual Studio or any other editor.3) Find the JavaScript cod

Considerations for the Dynamics CRM Excel import data field type as option set

an issue that begins with the introduction of an option set field in the CRM import data firstis a property of the option set fieldis the column value in Excel that I want to import, you can see that the column and field names are consistent, and the column values are not the options that are already in the option setWhen you import a checksum, the option set field does not report any warning reminders as long as the field name is alignedWhen the impo

Project Combat: CRM Customer Relationship Management system development

21-CRM Summary of the first section of the article21.1 Stark components Introduction; Implement basic additions and deletions and customize complex operations;21.2 Single-case mode: The simplest single case mode;21.3 routing system (distribution);21.4 making the startup file;22-Object-oriented review of content23-Content review of Django24-Singleton mode (i)25-Singleton mode (ii)26 Routing System Review and supplement27 Making a startup scriptStark Co

Dynamics CRM Update 1 Series (4): Alternate Keys

Alternate Keysis also a heavyweight feature associated with system integration. Using this feature can greatly improve the time cost of developing data integration interface and the operation efficiency of the interface.In previous versions of Dynamics CRM , we could only judge the uniqueness of records through the primary key of the entity, and now we can use Alternate keys to determine the uniqueness of records, and more interestingly, We can config

How to design the statistical tables of various data in the CRM system?

The company is doing a CRM system. There is a lot of data in the statistics that need to be recorded in the database. For example, record each employee's number of customers per day, track the number of records, whether the number of customers per day, tracking the number of records is the standard. The current scenario is two: 1. These statistics are recorded in a single table. 2. Each statistic is recorded separately in a single table. Don't know th

Mobile CRM Enterprise source code, mobile OA source code + mobile phone conference source code for sale

Mobile CRM Enterprise source code, mobile OA source code + mobile phone conference source code for sale Mobile CRM Enterprise source code, mobile OA source code + mobile phone conference source code for saleThe ios version can be downloaded in the app store, and the android version can be downloaded in all major markets.The product integrates core functions such as mobile approval, instruction,

Total Pages: 15 1 .... 11 12 13 14 15 Go to: Go

Contact Us

The content source of this page is from Internet, which doesn't represent Alibaba Cloud's opinion; products and services mentioned on that page don't have any relationship with Alibaba Cloud. If the content of the page makes you feel confusing, please write us an email, we will handle the problem within 5 days after receiving your email.

If you find any instances of plagiarism from the community, please send an email to: info-contact@alibabacloud.com and provide relevant evidence. A staff member will contact you within 5 working days.

A Free Trial That Lets You Build Big!

Start building with 50+ products and up to 12 months usage for Elastic Compute Service

  • Sales Support

    1 on 1 presale consultation

  • After-Sales Support

    24/7 Technical Support 6 Free Tickets per Quarter Faster Response

  • Alibaba Cloud offers highly flexible support services tailored to meet your exact needs.