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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…

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?

Hello! I have created a simple workflow and script to display fields that have been modified in a PO where the cost is over $10,000. This works by checking the [M] field against the base [F:POH] field, and using RETVAL to display the changed information…

Good afternoon! I am looking to set up a new workflow rule which will automatically email all of the affected product-sites when a product status is changed. So far, I have managed to set up a rule that will detect when the custom status field we…

Hi All! We are using a SAGE CRM 7.0.e version. I am currently working on a Case. I'd like a global rule called "Inform Supplier" to show a new e-mail creation window to the user once you press on it. is that possible? Please Help me :)

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…