Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
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.
Sage CRM has a follow up action to the workflow action types that enables Mail Merge to PDF.
The set up for the action is very similar to the standard Merge that has been there since server side merge was introduced.
The merge uses the same templates…
I have written earlier about cloning or copying existing records. Please see the article Using the COM API to Clone a Record .
This article provides a worked example on how you can use that article to add a button to the opportunity summary screen that…
Hi,
I created an email template, and used it for opportunity workflow. The email was sent out properly, however, the #Oppo_OpportunityID# field included in the email template shows Opportunity Description texts instead of Opportunity ID value in email…
Morning all,
I am looking at creating a workflow action which will basically put an Opportunity in a "Paused" state so all other action buttons are removed except for the one to "Unpause" and then when it is unpaused, to go back to the stage it was…
I am working on a workflow for our opportunity management and would like to create a rule which moves the opportunity to the next stage but also notifies a user via e mail if a field is over the value of 100000. I have tried a conditional rule with a…
Somehow I lost the ability to quickly change the Opportunity Stage by clicking onto the next stage in the process. The options would be Qualified, Demo, Negotiating, Quoted, etc. that would appear in the right hand column of the screen below the Current…
Hi,
I'm considering for one of my implementation a workflow rule named "Reopen opportunity" that will be only available when Opportunity is "Closed" AND "Won".
The idea behind that is quite simple to understand if you consider each client as contract…
Hi All,
I have a field oppo_stage which refers to the current stage of the opportunity e.g. fact find, first stage meetings etc. I'm struggling to find where I can Set Field Value when it comes to converting a Lead to an Opportunity? I have looked through…
Hey guys,
I have a customer using the Order Entry integration with CRM 7.1 sp2 and Sage 300 2012. When you go to the company entity and click New Order it creates an opportunity however it gets associated with the Opportunity Workflow (Id 2) which happens…
I have a customer who wants to call an external url from a workflow action passing in some query string parameters. I created a new workflow action which calls a custom asp page. This custom asp page uses javascript to call window.open which opens up…
