We have Cases for Support, Consultancy and Sales.
We want to have a separate set of stages for each of these case types.
Is this possible?
We’re using Sage CRM 2023 R2
We have Cases for Support, Consultancy and Sales.
We want to have a separate set of stages for each of these case types.
Is this possible?
We’re using Sage CRM 2023 R2
Hi
Yes. I am assuming that you are working with 3 separate workflows for the Case entity? When I teach I use the idea of 3 separate workflows for Product Support, Complaints and Return Material Authorisation. But you may well have Support, Consultancy and Sales as Case Workflows.
I assume that you want different selection list values to be available depending on the workflow to be written in to the case_status field?
Have a look at the article (+) Working with Selection Lists - Sage CRM Hints, Tips and Tricks - Sage CRM - Community Hub
You will see that you can change the selection list definition used (defined in translations) by setting the field LookupFamily = "your choice". This can be done in the workflow actions.
Hi
Yes. I am assuming that you are working with 3 separate workflows for the Case entity? When I teach I use the idea of 3 separate workflows for Product Support, Complaints and Return Material Authorisation. But you may well have Support, Consultancy and Sales as Case Workflows.
I assume that you want different selection list values to be available depending on the workflow to be written in to the case_status field?
Have a look at the article (+) Working with Selection Lists - Sage CRM Hints, Tips and Tricks - Sage CRM - Community Hub
You will see that you can change the selection list definition used (defined in translations) by setting the field LookupFamily = "your choice". This can be done in the workflow actions.
*Community Hub is the new name for Sage City