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…
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…
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…
