Coding Sample - JavaScript / C#

JavaScript file: Appointment script updates address (Composite field) onChange of Regarding, if regarding is Account or Contact

Custom Workflow: On Create of Credit Memo, it takes the value of the creditmemo.hdp_customernumber and find the account with the matching account.accountnumber field. If Account found, it returns "Found Account" text and account to link the Account record to the Credit Memo through the creditmemo.hdp_customername lookup field. If Account not found, it returns "Account not found" text to send an email notifing the CRM admin.