Sage CRM

Good day, all. We have a requirement to have a document of a specific type that was merged / uploaded against a custom entity, to be sent to the linked customer record using an escalation e-mail. We have previously developed an application that can…

Hi there, we want our employees to create a followup opportunity whenever they lose or win an opportunity so that they can work on it again in a year or so when the opportunity presents itself again. To do this we integrated the task of creating a new…

We are currently using CRM 2017 R3 and I have multiple escalation rules that will send emails from a case. What I am looking to do is that when a tracking note is entered from a specific action button an email is set to the assigned user in the case…

Hello, I'm having trouble getting an escalation rule to trigger in crm. I am currently on version 7.3. I have an escalation rule configured to notify someone when they have been assigned a task within CRM. However it does not seem to be sending out…

Version: Sage CRM 7.3 SP1.2 I have been tasked with sending an email to a customer a certain number of days after they place an order. However, when creating a new Escalation Rule, the Orders Entity is not available to select in the table dropdown.…

Hi, After a few tries and a call to my local support, it appears that I can't set the Notify interval to a value less than 300 sec (5 minutes). I am using Escalation service and I want some notifications to be sent 2 minutes max after the trigger…

Do these rules auto filter to items at that state in workflow? Forexample, I want an escalation rule to auto advance items to the next workflow state if condition is met. However, once condition is met, it will always be met. So before I create control…

Hi all, I've been having an absolute nightmare trying to set up escalation rules relating to opportunities. It is not an escalation within a workflow, but a standalone. My SQL Trigger Clause is: (oppo_closeby <= #T) AND Upper(RTRIM(oppo_status))=N…

Hi, I created simple escalation rule to send mail to fixed mail id at every 30 minutes. I already created escalation rule for same in version 7.1 and it's working as expected. I followed same procedure to create in 6.2 but not working as expected. When…

Dears, How can i make sage crm alignment from left to right permanent coz when i convert it to left to right alignment when i logged it auto convert from right to left IE 9 :/

How add the Escalation Customization to add the asp file and how it's works