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 am using Sage CRM 2020 R1.
I am using the email manager service to pick up emails and create a communication in CRM. Every email has attachments.
Depending on some logic, I want to be able to send the email and attachment out to another recipient…
Imagine that you have created a new custom entity called 'Project' for your system. Sage CRM provides the Advanced Customisation Wizard to allow you to do just this very easily as you can see in the image below.
You should notice that I created this…
Hello!
I tried to make a new rule, if a ticket or a oppprtunity is closed by a different member as the assigned user of the opportunity or the ticket, but this does not work as I want, because now we get hundreds of mails for ALL opportunities . How…
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 have created custom objects same as Quote and Quote items entities. In some scenarios I need to send quote details to the user and I can do the same. But not able to pull the quote items. How to pull the list of quote items and add it into email ? Is…
When sending emails from within CRM via escalation rule, you can use #recordanchor# Click here #endrecordanchor # to create a hyperlink in the email that will link to the entity record in CRM. This has apparently never worked in 7.2.
It appears it…
