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Hi all,
in my Lead workflow, I wanted to send out email to recipients once an action is triggered.
However, in the list of fields to include in email content, I cannot select any company detail from Company table. Its only showing data from Lead table…
Hi all,
I have added the user Siang to Timber Friend SB company. Meanwhile, the account manager for this company is another user.
However, Siang still not able to find/access this company or view the lead related to this company even though the…
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.
This is article is based on a customer need to display workflow buttons in a an ASP page that handles company records.
Below you can see that I have created a partial rebuild of the company summary screen.
Since this example is based on the Company…
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.…
Hello all,
I can't see the workflow button on company summary page of system,
But I can see the button on custom page of company summary.
How can I set it to see the workflow button on company summary page of system?
Thank you.
