• Can I use CRM escalation to send out an email that is currently filed as a communication with it's filed attachment?

    I am using Sage CRM 2020 R1. I am using the email manager service to pick up emails and create a communication in CRM. Every email has attachments. Depending on some logic, I want to be able to send the email and attachment out to another recipient…
  • Escalation Rules and Overdue Tasks

    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…