Sage CRM

Hi all, I am creating a workflow. in my workflow, I want to have a condition before proceed to the next action. Based on this condition, I will show/hide the next action. for example: if Lead company is match (Lead_CompanyMatch='Y'), show action…

Hi all, I am having an error with 2 users, and these 2 users is from the same team. All other user from another team is okay. These 2 user cannot access any page related to Lead list. it was working before, until I change a lead stage selection…

Hi I want to adjust stage and status to Read Only. I'm not sure where to set the settings because there aren't these 2 fields on the oppotunity page. Do you have any advice?

Hi all, I have created a workflow below. Lets say person A is assigned to a lead stage "Document Reviewed", and did nothing after 24 hours, how do I auto assign the lead to another person of the same team, and inform both persons by email/notification…

Hi. I'm hoping this is something we can do. We use an Invoice template to send invoices to customers. We would like to have the Invoice template default to a specific Action called "Invoice Sent". I can default all actions to this selection, however…

Does anyone have a workflow or code example that will allow us to migrate a person from one company to the next? Or is there a built in functionality that I am unaware of? We work in an industry with a lot of turn over and cross hiring, just trying…

Hello, I am trying to create a new case using the REST API, and I want to connect a particular workflow to it. Simply setting Case_WorkflowID to the suspected workflow id doesn't seem to work. Do I have to create a new workflow instance? If so, how…

I'm new to Sage CRM and would like some help. I've added a new Company to Sage CRM but when I do a 'Company' search it doesn't appear. However, it appears under a Person search. I double checked that I had entered the new record under 'Company' and…

Hi All, I am trying to create an automatic follow up task when a new quote is created. A developer created a table script but it doesn't work, I actually can't see anything happening in the log myself, not sure how to tell if it's being logged properly…

Hi all, I'm new to CRM so was wondering what the issue is here? I don't need a trigger, it must just execute when this workflow step is clicked. Thanks in advance for the help.

Help please! I need help determining where the system stores the view associated with workflow emails for leads. One of my collegues created a custom workflow to be used for leads. When I attempt to add fields to email created within a workflow, I only…

Hi All, What would be (if possible) the best way to have CRM automatically send an email out to a set address when someone: Reassigns an opportunity or Changes the status and stage on an opportunity? This would be going to the same email address…

I need to validate an opportunity workflow rule based on the date the opportunity was created. For example the rule would only be valid if the creation date was before 03/10/2022. Can anyone advise how/if this can be done?

I'm preparing to migrate our opportunity workflow to a new one, and need to include a bit of javascript in the screens custom content to hide/show some fields based on the workflow the opportunity is following. I have no issue with the hide/show part…

I have seen this asked before, and I am assuming the answer is still no, but perhaps someone has a workaround. One of my clients workflow actions in Opportunity to send an email for a quote request. They want that functionality in the Mobile site through…

Help please! I am looking for some scripts in a system in which parts of it are being migrated to another system. I am trying to locate Create Script or OnChange Script populated on a workflow rules actions. I believe I have located the values for…

when i trying to export aged report to excel iam facing this error message 'an un expected error occured while copying your report tomicrosoft excel please try again' how to resole it please help me

A customer has oppo workflow. The disabled it to make a minor change and forgot to turn it on and dozens of oppos are now not in workflow. Now they've turned it on, how do I get the oppos back into the workflow? Thanks

Hi All, I'm using 'document merge to the word' in a workflow, in which the edit merged document is not opening the document to edit. While 'View' the document works fine. Also when I click the edit button save, continue button and instructions are showing…

Hi All, I have created a word document template for the entity 'opportunity'. It shows data correctly when I tried to merge the document by choosing the template manually. But if I selected the template and save the same on the workflow as 'Create Word…

Hey there! I've set up a workflow in Sage CRM 2019 R2 where one step contains sending an offer to the customers. 2 days after this happens, our employees should receive a notification about that offer and be reminded of calling the business they sent…

I am currently working on implementing a workflow in Sage CRM 2019 R2 and wanted to add a button that creates a new Quotation inside my Proposal Submitted rule. When creating a button group the "Proposal Submitted" screen is not an option when picking…

Hi All, Sending an Email out of CRM New Email->Send works perfect while workflow emails are not sending including Re assign. It was working before. No idea what happened. It gives an error as follows Any Help?

I'm trying to show someone how to build a workflow but dragging and dropping the workflow elements isn't working. Anyone any ideas? Before you answer, you need to know we're still running CRM v7.1. No, upgrading is not an option at the moment.

Hello, Is there any method to make CRM send an email/report to all users on CRM every morning that lists all the communications assigned to them for that day? I figured an escalation rule with an email, but if I put on communication fields, I'm…