• 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.
  • Automatic Email Notifications

    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…
  • 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?
  • Sage CRM Opportunity Custom Content - Get current workflow ID

    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…
  • Escalation workflow rule in CRM to send an email is sent to the client and the assigned consultant.

    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…
  • Where do you want your cheese to be ?

    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…
  • 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…
  • Wrong encodings for custom entities in the workflow screen

    When I use workflows with my custom entities, the selection fields are displayed incorrectly, how can I fix this.
  • Conditional Rule on opportunity workflow

    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…
  • Blank Workflow Screen

    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…
  • Workflow Email to Customer for Cases

    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…
  • Editing workflow

    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…
  • Integrating Quotes into the Workflow process.

    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…
  • Starting a New Opportunity from One Workflow to Another

    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…
  • Hiding Workflow rules from certain territories

    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…
  • Multiple Sage 300 ERP databases - one “Enterprise” sales manager

    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…
  • Ability to "Clone" quote in Sage CRM 7.3 not displayed, why?

    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…