Any info on the workflow for a construction / general contracting company? I am trying to understand what I can/should be utilizing in Sage 50 ( not Quatum) but I can’t seem to grasp the over all workflow that can be used in Sage 50 US.
Our company…
El envío de emails mediante workflow en versión 12 de Sage ¿es posible realizarlo a través de Outlook? Los clientes requieren acuse de lectura y esta opción estaba únicamente disponible si el envío se hacía a través de mensajería cliente (Outlook). ¿Ya…
Good afternoon Folks
Does anyone have a good guide to what the operations all mean? I'm trying to have this send 30 days before the date in the field, but I dont think create or modify will work for an even like this.
Below is a message I created for a workflow rule to notify end users they have an invoice ready for approval. Does anyone know why my "Total Cost" is not working? You can see it present in SQL with an amount and in the invoice.
|"Subject Invoice has…
when i trying to export aged report to excel iam facing this error message 'an un expected error occured while copying your report tomicrosoft excel please try again' how to resole it please help me
My client deals with with multple Contacts in their Customer organization when sending them a Sales Quote. So basically they still would need to have differnet Contact at Sales Quote level, but also need to specify the Contact at Header level so the Sales…
Does anyone using Sage 500 have a Build Your Own kitting function at fulfillment? I'm exploring the opportunity to offer customers an option to choose the items to include in a multi-pack gift set and pass along in a pick ticket for kitting and fulfillment…
Hi experts,
We faced a problem in Sales Order workflow where the signed flag becomes BLANK when header condition not met. When creating a new sales order in LIVE folder, it doesn't trigger the workflow because the "header condition was not met", and…
Hi All,
Sending an Email out of CRM New Email->Send works perfect while workflow emails are not sending including Re assign. It was working before. No idea what happened. It gives an error as follows
Any Help?
I have to make adjustments to some HR Workflows, but most are set up using these new option. And I can’t make changes until I know what the current process is doing. The first 2 are standard, and I know what they do, but the next 3 I don’t know.
…
In my previous blog, " How to get a notification if an X3 user deletes a sales order ", I showed how to setup a Workflow notification email to be sent when a sales order whose values is greater than $2000 is deleted by an X3 user. In this blog I will…
In this blog, I will show you how to setup a notification alert that will send an email any time an X3 user deletes a sales order. We will create the context for the email being sent and add a simple condition. In the end, we will have an email sent anytime…
Is it possible to trigger a certain workflow rule when an attachment is added to a purchase order?
We would like for the attachment to be sent via email to an inbox, so this workflow only needs to be triggered when an attachment has been added to an…
Does anyone know the correct syntax for a workflow if I wanted to compare 2 dates and only show those for which the dates differ by greater than 1 day? In SQL, it's a simple DATEDIFF() to find this number, but I don't know how to code this in X3.
…
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…
The number of clicks that it takes to complete a task can matter. It can be an important business requirement to speed up the processing of tasks for the Sage CRM user and the customer, especially where the customer interaction takes place in real time…
Sage CRM provides System Administrators with powerful tools for creating Workflows for business entities. This is not just the standard default system entities such as Opportunities, Leads, Cases and Solutions, but workflow can also be added to Person…
It is common to have CRM send out an e-mail on the creation of a new entity. For example you may have an e-mail sent to the assigned user on a new Opportunity notifying them that a the Opportunity has been created and that it is assigned to them. This…
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 all,
My company has a need to send (via email) a mail merged document as part of a buy/sell transition workflow rule. I see that Sage CRM has a workflow rule to email, and a separate one to perform a mail merge, but I am at a loss on how to automate…
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 :)
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…
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…
Hello everyone. Could everyone tell me how to custom workflow to send a confirmation mail to person after create a case ? I'm new to sage CRM. Please guide me some on it.
Best Regards,
/Sokheng
