RM is a pretty complete module that is not often highly customized or verticalised. However, we will describe some possible changes and how to integrate an add-on, in our case the Squash application, with Relationship Management.
All examples in this chapter are part of the objects downloaded for Chapter 2, A Sample Application.
By default, the system has two salutation formula types — formal and informal, allowing us to print Dear Mrs. Brown, or Dear Angela. But, what if we want to print Attn. Mrs. Brown?
For this, we need to first add an option to the Salutation Type field in the Salutation Formula table.
Next, we want to use the formula when printing a ...