Sage CRM

Is it possible to generate and email reports out of Sage CRM on a recurring basis? Sage CRM will be used by members of the sales team. However, it appears that management wants to be able to send automated reports to members of the sales team along…

Hi everyone, I have searched through the questions and discussions but not able to find something to assist me just yet. I am new to Sage CRM (but made my way through the list of requests in good time) but stuck with creating a custom notification…

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…

I have an Escalation set to fire off an email when a new order is placed. Its running from the Opportunity table. It should be sending to the Primary Account Manager on the Company & then CC'ing 2 managers; I am BCC'ing myself to test. The 2 managers…

Hi, The way I've set up escalations in the past tends to be the same. The javascript condition looks for a specific set of values. I have set up a new escalation against the Opportunity table. Should I have done this against the view? Do I need to include…

I use the escalation service. It runs and processes my escalations. I have one rule I need to run only once a day around 11. All this escalation rule does is send an email. I need it to run daily at 11. I tried setting the interval to be 1440 but after…

Do escalations work on CRM 7.3? I can't get anything to work, including the escalation rules included with the product. I have started the escalation service and 'Escalations' on the Workflow and Escalation configuration screen is set to 'Yes'. To…

Hi all, I need to create an escalation in the Library Table, to notify a Team, when a type of document is uploaded to Sage CRM. Usually it is related to the Company entity or Company and Person entities. What is the best way to do it? I make this…

I've had a request to create an escalation to find a list of person records when a certain date held on their record is 65 days away. That bit is easy. If the rule returns say 25 records the escalation rule will run for each record and send an email.…

Hello gang, I set up the following escalation: This looks for cases that have not had a note added in the last 46 days (thus no action has taken place) and the idea is to give the case manager a nudge. The end email piece, for testing purposes,…

I have a customisation that has been in place for a long time and it works 99.9% of the time. Over the last 5 years or so thousands of records have fired this tablescript but every now and then it doesn't fire. No errors, no nothing. The tablescript programmatically…

Hello, have created a new escalation rule to update a field when a communication record gets within 30 minutes of it's scheduled date/time. But it's not updating the field, and checking the system log I found the following:- "Apr 25 2013 17:04:51…

Hello, I'm having troubles to fire an escalation. I created a New Secondary entity called "OppoReview". I created a workflow field "opporev_workflowid" to enable escalation rules on my entity. I created a New Escalation based on a view to join…