Sage CRM

Hi all, I have a workflow where I send emails on action. Looking into the communication list, the email log seems to be duplicated. Looking into the table Communication, the row content are the same but the Comm_CommunicationId is different. Is this…

Hi All, problem background: Salesperson B create a lead. At this point, the lead can only be seen by Salesperson B, and send to manager for approval. After review the lead, the manager then decided that this Lead is not ready to be process due to…

Can you tell me CRM if we can have an automated email notification sent to the sales rep when a lead is assigned to them?

Hi all, I want to create a Lead approval workflow. It is consist of few stages: Start, approved, not approved, resubmit, and Final Rejection. I do not want to allow the Lead to be Converted to Opportunity until it comes to the final state: Approved…

Hi Probably I’m missing something, but I don’t find a simply way to do this. I’m wondering if exists a easy way to check availability of a transition workflow rule depending of a date field in the same way as we can do on the escalations rules. …

Hi all, I would like to export a workflow from a test CRM site and import it in a live CRM site, is there any way to export and import it instead of creating it again? Thank you.

In a workflow rule I have used an asp file to perform some data processing then redirected back to the Case Summary screen. That all works fine. I understand that when an asp file is used in a transition rule the rule actions are ignored. I haven't…

Hello, I am using CRM 7.3 SP1 (hotfix 1) and there is a new workflow set up in the Case entity. The asp page is creating a new record and inserting the correct stage for the New record and inserting the tracking for the case workflow but, the workflow…

Hi, I've created a custom lead entry screen, the lead creates perfectly. However once done the system doesn't redirect to the newly created lead but a previously created lead. Can anyone advise what I'm missing? Code below; <%@ CodePage=65001…

Hi all, I have three different workflow for three different entities : Opportunity, Contracts & Services (where Services depends on Contracts) I need to implement relationships and automatisms between those elements as they are part of the same Global…

We have created several custom entities with associated progress tables and all seems to work nicely when the user edits the record. However, we note that no record is created in the Progress tables when the record is inserted into the main table for…

I am trying to add a parameter to the URL. I am able to do this if I call my page from a button. However, I am calling my page through workflow and it does not appear to be working and I cannot figure out why. I have the following URL sagecrm/...…

I have a customer who wants to call an external url from a workflow action passing in some query string parameters. I created a new workflow action which calls a custom asp page. This custom asp page uses javascript to call window.open which opens up…