I have created custom objects same as Quote and Quote items entities. In some scenarios I need to send quote details to the user and I can do the same. But not able to pull the quote items. How to pull the list of quote items and add it into email ? Is…
Hi
I have a problem with escalation service. I want escalation service to send notification email and notification onscreen,but escalation service only send out email when set use escalation service in Workflow & Escalation Configuration to "No", and…
CRM 7.2b
I've got 2 escalations created. The first one checks to see if there biddate field not null (the toggle value is 0 or null), then it emails people the date and toggles the oppo_biddatecal value so it doesn't repeat. I've also added the set…
When sending emails from within CRM via escalation rule, you can use #recordanchor# Click here #endrecordanchor # to create a hyperlink in the email that will link to the entity record in CRM. This has apparently never worked in 7.2.
It appears it…
Dear all,
May I ask some question, Is it possible to use Escalation to run .ASP, .ASPX, or .exe files by set loop time or have any suggestion?
Thank you
Aum
I have CRM configured to send emails using the Windows SMTP service. It works just fine. I have an escalation set up that will send an email to #pers_emailaddress# when a new opportunity is added. The actual rules are that when a particular field value…
We have an escalation referencing a secondary entity that posts a notification on screen when certain field requirements are met. Clicking the notification though brings up the "Functionality Not Available, please consult your system administrator" error…
