08-11-2013 05:26 PM - edited 08-15-2013 07:10 PM
With previous 4 topics, I was familiarized with the SDK and C#.
The next work is to extend the database and the function. In my case, I need to record client's policies and products. For management purpose, I need to create MANAGEMENT LEADS function, such as client referrence process, marketing email feedback, scheduled communication.
The below link gives the sample to extend the database:
My new problem is how to merge information (like history and note) from custmized sub-entity when cleaning duplicate contacts?