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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.
Many thanks must go to a colleague in the UK professional services team for this article.
Introduction
Customers often request the ability to track Company or Person changes in much the same way that CRM offers with Opportunity and Case entities.…
The following is a survey of all the different articles that have discussed creating and editing views within Sage CRM. Understanding SQL views is essential as they under pin just about every feature within Sage CRM and completely determine what can or…
The links in this article were corrected 22nd May 2009.
Oh how angry I get with myself sometimes. I am a very stupid person. Someone sends me an email entitled 'a quick question' and in my idiocy I start trying to answer the question and look up nearly…
I wrote a SQL query to evenly distribute leads to the user. The query runs perfectly on SQL Server, but not Sage CRM 7.1SP2. Any feedback is welcome! Thanks!
The query is below. Here is what I did ,and got the SQL errors. The expected result is when…
