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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.

  • Tables versus Views for Escalation Workflow Rules

    There are two different options when creating escalation workflow rules in Sage CRM v7.1. You can choose to create escalation workflow rules based on a table or a view. Depending on which option you choose to select will determine whether you can re-use…

  • Escalation Rule that runs only during normal business hours

    If you want your escalation rule to run only during certain period of time, you can add the following to your existing SQL clause: (... existing SQL triggering clause) AND datepart(hour, current_timestamp)<'18' AND datepart(hour, current_timestamp)>'7…

  • Daily Email for Tasks

    Hello, Is there any method to make CRM send an email/report to all users on CRM every morning that lists all the communications assigned to them for that day? I figured an escalation rule with an email, but if I put on communication fields, I'm…

  • Escalation issue

    Hi, The way I've set up escalations in the past tends to be the same. The javascript condition looks for a specific set of values. I have set up a new escalation against the Opportunity table. Should I have done this against the view? Do I need to include…

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