> Blog Categories
In The Community (1)
Other Business (76)
Sage CRM (38)
Microsoft Dynamics AX (31)
Sage MAS 500 (26)
Sage Accpac (45)
Deltek Vision (24)
Crystal Reports (33)
> Blog Archives
September 2010
August 2010
July 2010
June 2010
May 2010
April 2010


How to remove the Time from the Opportunity Close By Date in Sage CRM


Posted by: Louis Costarelos on 7/23/2010 11:35:16 AM

When using the Opportunity entity with Sage CRM we often use the "Close By” date field.

This field is usually set up as a "Date/Time” field and requires you to enter a time by which you must close the Opportunity. For many of us the important thing is the date on which we need to close the Opportunity and not the time of day.

Follow these easy steps to change the field to a "Date Only” field (Assuming you have Administrative rights to make these changes):

  • Go to Administration
  • Customization
  • Opportunity
  • On the Field tab select the "Close By” field
  • You can change the Entry type to "Date Only” from "Date & Time”
  • Click on Save

I hope you can see how easy it is to modify a field with Sage CRM. It takes very little to no code to make changes in the system.



Enter Your Comment or Question:

Please specify if this is a general comment or a question

- Comment
- Question

Name:


E-mail: (will not be published)


Comment / Question: (500 Char. Max)




Verification Code
This step helps prevent use of automated programs that send bulk spam through this form. To counteract this practice, we ask that you type in the word below in the space provided
Code Image - Please contact webmaster if you have problems seeing this image code
Enter the Word exactly as it is shown in the box above:
If you can't read the word, click here to load a new word


  



<< September 2010 >>
Sun Mon Tue Wed Thu Fri Sat
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30
Sunday, September 05, 2010
  Sage Accpac: Purchase Orders
Click here to learn more>>
  Sage Accpac: Order Entry
Click here to learn more>>
  Click here for a full calendar view

© 2009 Bredet Services Inc. All rights reserved.

Trademark                                              Vancouver Web Design, Internet Marketing and CMS by Snaptech Marketing