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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.
Hi All,
What would be (if possible) the best way to have CRM automatically send an email out to a set address when someone:
Reassigns an opportunity
or
Changes the status and stage on an opportunity?
This would be going to the same email address…
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?
I'm preparing to migrate our opportunity workflow to a new one, and need to include a bit of javascript in the screens custom content to hide/show some fields based on the workflow the opportunity is following.
I have no issue with the hide/show part…
Problem details:
A user requested assistance with setting up the escalation workflow rule so that once a case is logged in crm, an email is sent to the client and the assigned consultant.
Solution Details: One could create a quick notification but…
The world is going through a period of change. Boom & bust cycles are a fact of life but this time, some say, it is unprecedented change. Fundamental assumptions are changing & continue to do so. Arguably, unlike previous recessionary times, these changes…
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…
Hi All,
I'm struggling to get a conditional rule working, basically when an opportunity is Won with a forecast value over £1,000 we want to send an email to a specific user. I thought this would be a simple Javascript to get this working (see below…
Hi All,
I'm wondering if anyone has had an issue whereby they have created a workflow with a transition rule and once that transition rule is pressed it redirects you to a blank page?
Currently I'm experiencing this within .Net and ASP pages. I have…
Hi,
I am trying to setup a Workflow rule for Cases where if the customer does not answer the phone, when we set it to Called - No Answer, it would automatically send an email to the customer to ask them to call back. I have tried putting the To address…
I am working on an opportunity worklflow and although everything works I am getting an error. The error does not stop the workflow from progressing.
Error: Workflow Java Script jscript error: Unterminated string constant Line: Char:3634
I have a…
Hello,
I am looking to integrate the creation of new quotes from the opportunity workflow (or other workflow). Also in this, I would like to be able to directly send an e-mail that includes the quote information, pricing, items, etc. I am currently…
CRM 6.2.i
Let’s say I have two opportunities (prebid and postbid).
Each has their own set of fields that are displayed depending on which is
chosen. I’ve done this with an if statement (for example):
var oppoType =
CRM.GetContextInfo("opportunity…
Hi,
I am trying to hide a workflow rule from certain territories, but the scripts I am running end up displaying for all, or hiding for all.
Please could someone take a look and advise where I am going wrong?
Some of the scripts I have used are…
We have a client using CRM - they have four Sage 300 ERP databases. Each one of these companies can have the same customer info, exception might be the contact info for the customer. They assign a salesperson in ERP/CRM to the customer but they would…
Hello all,
We're using Sage CRM 7.3 hosted onsite. It's integrated with Sage 300 2016. Looking at the Sage CRM 7.3 user guide, on section 12-7, it says "To create a new quote based on the existing quote information, click Clone."
We can't find this…