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,
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…
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,
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…
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…
We have configured X3 workflow for Purchase Request and Purchase Orders. On the email, its gives a link to 'Approve', and link to 'Reject'. Instead of showing up the two line link for each, can we replace it with button called 'Accept' and 'Reject'. This…
Hi there,
We are parameterizing and adjusting a Sage X3 V6 installation,
We have different workflows configured in different modules of Sage, one of them corresponds to the module of purchases.
The workflows are currently sent from the users…
Hi
I'm calling a workflow from within a SPE process on the Sales Order using this:
Call WORKFLOW(TYPEVT,CODEVT,OPERAT,CLEOBJ) from AWRK
this works fine and all pre-configured email addresses in the workflow get emailed.
However, I need to add…