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  • Duplicated lines in Lead communication

    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…
  • 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?
  • Signature Management Workflow for a Sales Order created by Import

    Is it possible to have a signature workflow created for a sales order that is created through the import/ export function?
  • Use Amazon SES (Simple Email Service) as Notification Server in Sage X3

    Amazon Simple Email Service (SES) is a robust email service provided by Amazon Web Services which helps businesses send business emails to their customers securely via the latest email transmission and authentication technologies such as SPF and DKIM…
  • Trolley Build Function Sage

    I am wondering if anyone out here has had any experience with the trolley build features with Datalinx? We are thinking of exploring "picking to slot", "Trolley Build", "picking to Carton" functions in our warehouse. Would love to pick someone's brain…
  • SAGE X3 WORKFLOW PURCHASE INVOICE PAY APPROVAL FIELD

    Hi, Curious questions on workflow: Can a workflow trigger on purchase invoices with a the following PAY APPROVAL (PAZ) statuses: Pending Conflicted Default Can the workflow direct the user directly to the invoice, where they can manage…
  • How can I setup a default text in automatic email ?

    Hello Everybody! How can I setup a default text in automatic email that I am sending a report from purchasing order? I have created a workflow rule to do this. I put a default text in : Setup>Workflow Rules>Message. But, It hasn't worked. When I am…
  • Approve/Reject link in Workflow Email

    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…
  • email address of user in workflow

    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…
  • Workflow Messages in basic text format

    Hi Can you please confirm for me that the Setup>Workflow rules>Messages are all basic text format and there is no way to utilise HTML to improve their formatting. If so is anyone aware of any planned changes to this area, we are finding that it…