• Escalation rules within context of Workflow

    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…
  • Custom entity top content fails

    I created two custom entities in a SageCRM 7.2b , Committees and Roles. Roles are committee memberships that link people to committees with additional information about the person's role on the committee and the time frame. There is an asp page under…
  • Send email using Outlook 7.2b

    This function is working and the email does send. HOWEVER, the bcc to our crm account and the subsequent filing of the 'email out' into communications is not taking place. This was working prior to the upgrade to 7.2b. Anyone else experiencing the same…