Sage CRM

Hi Team I need assistance, enable CRM to be create ticket when the client sent a email to the support email. 1. Create the ticket via email received & notifiy the sender that a email has been created. 2. Create notification everytime when the…

Is there a way to print out the a workflow flow chart without having to just print the screen?

We have turned on Workflows for both the Quote and Order entities. However, if you click Change Summary and save a ton of the Workflow Actions are not showing and some are that shouldn't be. If you navigate back to the specific screen the Appropriate…

Hi community, Yesterday, we encountered an issue where some cases were missed because reassigning the user did not also update the team. I would like to add an on-change script to the workflow that updates the team based on the selected user. We…

Hi community We have a rather complex business model that requires information about multiple companies in our cases. Here is an example: End Customer: Sage Group (Company where comp_type = 'end user') Contractor/Installer: SG Electrical Ltd …

Hi I want to adjust stage and status to Read Only. I'm not sure where to set the settings because there aren't these 2 fields on the oppotunity page. Do you have any advice?

Hi. I'm hoping this is something we can do. We use an Invoice template to send invoices to customers. We would like to have the Invoice template default to a specific Action called "Invoice Sent". I can default all actions to this selection, however…

Does anyone have a workflow or code example that will allow us to migrate a person from one company to the next? Or is there a built in functionality that I am unaware of? We work in an industry with a lot of turn over and cross hiring, just trying…

Hello, I am trying to create a new case using the REST API, and I want to connect a particular workflow to it. Simply setting Case_WorkflowID to the suspected workflow id doesn't seem to work. Do I have to create a new workflow instance? If so, how…

I'm new to Sage CRM and would like some help. I've added a new Company to Sage CRM but when I do a 'Company' search it doesn't appear. However, it appears under a Person search. I double checked that I had entered the new record under 'Company' and…

Hi All, I am trying to create an automatic follow up task when a new quote is created. A developer created a table script but it doesn't work, I actually can't see anything happening in the log myself, not sure how to tell if it's being logged properly…

Hi all, I'm new to CRM so was wondering what the issue is here? I don't need a trigger, it must just execute when this workflow step is clicked. Thanks in advance for the help.

Help please! I need help determining where the system stores the view associated with workflow emails for leads. One of my collegues created a custom workflow to be used for leads. When I attempt to add fields to email created within a workflow, I only…

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 need to validate an opportunity workflow rule based on the date the opportunity was created. For example the rule would only be valid if the creation date was before 03/10/2022. Can anyone advise how/if this can be done?

I'm preparing to migrate our opportunity workflow to a new one, and need to include a bit of javascript in the screens custom content to hide/show some fields based on the workflow the opportunity is following. I have no issue with the hide/show part…

I have seen this asked before, and I am assuming the answer is still no, but perhaps someone has a workaround. One of my clients workflow actions in Opportunity to send an email for a quote request. They want that functionality in the Mobile site through…

Help please! I am looking for some scripts in a system in which parts of it are being migrated to another system. I am trying to locate Create Script or OnChange Script populated on a workflow rules actions. I believe I have located the values for…

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

A customer has oppo workflow. The disabled it to make a minor change and forgot to turn it on and dozens of oppos are now not in workflow. Now they've turned it on, how do I get the oppos back into the workflow? Thanks

Hi All, I'm using 'document merge to the word' in a workflow, in which the edit merged document is not opening the document to edit. While 'View' the document works fine. Also when I click the edit button save, continue button and instructions are showing…

Hi All, I have created a word document template for the entity 'opportunity'. It shows data correctly when I tried to merge the document by choosing the template manually. But if I selected the template and save the same on the workflow as 'Create Word…

Hey there! I've set up a workflow in Sage CRM 2019 R2 where one step contains sending an offer to the customers. 2 days after this happens, our employees should receive a notification about that offer and be reminded of calling the business they sent…

I am currently working on implementing a workflow in Sage CRM 2019 R2 and wanted to add a button that creates a new Quotation inside my Proposal Submitted rule. When creating a button group the "Proposal Submitted" screen is not an option when picking…

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?