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  • Duplicated lines in Lead communication

    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…

  • Allow all user to view lead when it had specific state/status

    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…

  • Notifications

    Can you tell me CRM if we can have an automated email notification sent to the sales rep when a lead is assigned to them?

  • How to disable Convert to Opportunity until a certain state?

    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…

  • Checking dates in Workflow Transition Rule

    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. …

  • How to export workflow

    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.

  • Workflow rule - validation based on opportunity creation date

    I need to validate an opportunity workflow rule based on the date the opportunity was created. For example the rule would only be valid if the creation date was before 03/10/2022. Can anyone advise how/if this can be done?

  • Objects Available in the Internal COM API

    The diagram below contains the objects, methods and properties that are the main ones used in the internal COM API of Sage CRM. These objects can be used in field level scripts; Create and Validate and also in TableLevel scripts and Workflow JScript conditions…

  • Controlling Workflow Availability

    Imagine a system where you may want to ensure that your users do not create any new support cases for a company that has had their status changed to "On Hold". The ideas discussed here would also apply to any record created as a child of a company or…

  • Workflow Validation Script

    Hi guys, I'm looking to use validation within a workflow rule within CRM v7.3 (fresh install) but I don't seem to be able to get it to work. Can anyone help? The scenario is that at a particular step within the workflow the user is presented with…

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