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Good Afternoon, We would like to find out if anyone has ever setup workflow escalations on purchase request workflow approvals. under WORKFLOW FURLES, there is a ESC - ESCALATION option when the EVENT TYPE SIGNATURE is selected. However, despite testing…

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…

Someone knows a way to configure the log level for escalation service? My customer have a lot of escalations rules, triggering SQL sentences, which are recorded every time in the log, resulting in HUGE logs. At Administration -> System -> Logging…

Hi there, we want our employees to create a followup opportunity whenever they lose or win an opportunity so that they can work on it again in a year or so when the opportunity presents itself again. To do this we integrated the task of creating a new…

Within an Escalation rule when using an onscreen notifications action it is possible to manage the dismissal of that notifications via the Escalation table. If the Column within the onscreen notification is set to Escl_DateTime then for every onscreen…

Hi I was testing Escalation Rules by adding a new one ([WkRl_RuleId]=10182). Using Sage CRM, I deleted this test escalation rule. But when I look into Escalations table, the records for [Escl_WorkFlowRuleID]]=10182 are not marked as deleted nor…

I am trying to automatically change the stage of a lead based off the last time the lead was communicated with. I have tested this WHERE clause in SQL directly and it works, but for some reason it wont fire in CRM. Any ideas? Lead_Status='In Progress…

Hello together, we have a escalation rule, which remindes us, when the date of an oppertunity is approaching. It is shown in the upper field by the bell then. There we have the opinion to Close it or to remind us again. When somebody closes it by…

Hello, To Start, I am an administrator on Sage CRM 7.3 SP2.1. I'm trying to set up an escalation rule that, when triggered, sends an email to those who are affected. it works fine in my dev environment but not in my live. I have mirrored the two rules…

Hello, I'm having trouble getting an escalation rule to trigger in crm. I am currently on version 7.3. I have an escalation rule configured to notify someone when they have been assigned a task within CRM. However it does not seem to be sending out…

With the release of CRM 7.3 SP3 it is now possible for the send email workflow action to file the email against the entity record. This works perfectly when added into a rule which is user interactive (Primary, Transition or Global rule). However when…

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've been looking at creating an escalation rule that will send an email notification to the user that created the communication to inform them that their task is overdue. I can't seem to get this to work however. I've taken the pre-built 'Communication…

Hi all, I'm relatively new to the CRM family so please bare with me. I have been tasked with being the main administrator of my companies Sage 200 integrated CRM. 99% of tasks i can complete however there are a few I require assistance with, this…

Hi everybody I'm new here this is my first post , I want to know how can I Connect my CRM to GMAIL server ? thank you

HI, I want to provide the action (Approval,Reject,Update,Lose) links of opportunity in related primary Quotation page(Means From Quotation details page they can approve the opportunity) Is it possible ?any help? Raja

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, we have setup a Self Service. any case created from there is created in the CRM, and the Case is linked with the Case Workflow. But I can find two issues : 1) the tracking tab does not show the Creation line (there is no CaseProgress record…

Ok, either I'm being really dim here or something that seems obvious is not! I have an escalation rule. When that escalation rule fires, I want to set a column value. The column in question is a date/time field. How do I set the current date/time into…

At Administration > Advanced Customization > Workflow & Escalation Configuration, when the Use Escalation Service field is set "NO" and Escalation field is set "YES" then the notification bar at the top left corner appears and the escalation alerts work…

Dear CRM Community Today i got an error which none of our sage crm consultants had ever seen before 'Operation is not allowed when the object is open' This Error occured in the escaltions Area and can be found in the sql logs If you see this error…

I have created a complaint(case) handling workflow which is working fine in CRM 7.1. in order to put some management controls around how long it is taking to resolve complaints I want to set up some escalation rules using the inbuilt SLA function. I've…

Hi All, Where the emails details will be stored which are sent through escalation rule ? I am sending reminder emails every day using escalation rule but I am not able to trace all the email which I sent previously.