Sage CRM

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…

Hello! We are working with a sale manager that needs to be able to see who the assigned user is on the Agenda and Task screens for the Team calendar. They are currently using CRM 2017 R3. Is it possible to add a column to the Team Agenda and Task lists…

Hi, I've been looking into the business calendars in Administration > System > Timings and set up a calendar around our companies workdays (Normal 9-5, 5 day week) In some of our workflows we have tasks created for our users to follow up with customers…

Has anyone run into the following ? Tasks to View has 4 options: 1) All 2) Today 3) Calendar Days 4) Next 7 Days What happens or should happen for option 3 - Calendar Days ?

Hi, I've been looking at creating an escalation rule that will send an email notification to the user that created the communication to inform them that their task is overdue. I can't seem to get this to work however. I've taken the pre-built 'Communication…

Hi, I've noticed that when an opportunity is closed the associated task/s are not automatically marked as complete, is this intentional? Do I need to have the close rule with a javascript condition or have a sql statement run when closing the opportunity…