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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…
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.
Problem details
How do I set up an escalation rule in CRM so that once a case is logged in CRM, an email is sent to the client and the assigned consultant?
Solution
Add an email workflow action on the primary workflow rule to email the required…
Hi all,
I would like to know if it is possible already (easily), or if it should be raised as a new feature request for the product :
Let's suppose I have two different Case worfklow, one for Installation, Onboarding and Helpdesk Management, and another…
I am trying to populate the Sum of 3 values into a field. The 3 values are being calculated during the same workflow. Is this possible?
ie. case_fee + case_travbilled + case_perdiem = case_totalfee
where the first 3 factors are being calculated earlier…
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…
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…
