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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…

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…

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…