Customizing, Workflow and Display

[bnoji]

I started with a clean install on SBS 2003. We changed the "Opportunity" entity to "Project" and added a few custom entities.


1. We created our own Product list because the integrated catalog and price list setup was far too limited. We no longer use the system entities quotes, orders or invoices because they are tied in with the product catalog. How can I remove these from the left bar on the Sales tab?

2. How can I call a workflow rule from a form when a field is changed and saved? I have a date field for an entity called "Shipment". Shipments are related to "Account" entities with a Many-to-1 parental relationship. I need the email to go to the owner of the parent "account" entity.

Thanks.

 

[bnoji]

A few more questions:

Our "Project" entities are user-owned and the owner is project manager. We have several other people that will be involved in the project as we progress but CRM doesn't provide a way to link them to the project.

I'd rather not use teams because they don't allow much felxibility and we would have to create a new team for every open project.