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.

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 am trying to automatically change the stage of a lead based off the last time the lead was communicated with. I have tested this WHERE clause in SQL directly and it works, but for some reason it wont fire in CRM. Any ideas? Lead_Status='In Progress…

With the release of CRM 7.3 SP3 it is now possible for the send email workflow action to file the email against the entity record. This works perfectly when added into a rule which is user interactive (Primary, Transition or Global rule). However when…

Hi, I am trying to setup a Workflow rule for Cases where if the customer does not answer the phone, when we set it to Called - No Answer, it would automatically send an email to the customer to ask them to call back. I have tried putting the To address…

At Administration > Advanced Customization > Workflow & Escalation Configuration, when the Use Escalation Service field is set "NO" and Escalation field is set "YES" then the notification bar at the top left corner appears and the escalation alerts work…

We have an escalation referencing a secondary entity that posts a notification on screen when certain field requirements are met. Clicking the notification though brings up the "Functionality Not Available, please consult your system administrator" error…