Sage CRM - Tips, Tricks and Components
Currently viewing the tag: "workflow"
For one of our clients we had a requirement where 3 days after closing opportunity a welcome letter needed to be sent out. The closure action was tracked using two fields Status (Closed) and Closed Date (Date when opportunity was closed). There was an action in workflow to send out the Welcome Letter to clients; [...]
Workflow in Sage CRM is one of the best functionalities to have not only for a visual description of a Business process but also to set up predefined rules and actions to suit the business process.
In a scenario where the client wanted to update a field comp_type in Company based on the [...]
Workflow in Sage CRM can be easily configured for Primary Entity but the out of the box system is not configured to handle workflows for Secondary entity. Jeff, as usual, came up with this fantastic workaround in his blog post
http://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/12/23/adding-workflow-capability-to-a-secondary-or-custom-entity.aspx
Using the above link we were able to enable the workflow for the Secondary [...]
Workflow is one of the best features Sage CRM has provided to track the lifeline of entities in the system. Through different rules we can take the entity on different stages which will elaborate the current state of that entity. Let’s consider opportunity entity for an example. When we progress opportunity workflow through different rules, [...]
In Sage CRM, we can handle Sales and Service business flow very efficiently. To manage sales in CRM we use Leads and Opportunities whereas for managing services we use cases.
To deal with the cases and opportunities flow; CRM has provided feature of workflow and that’s get activated in CRM automatically [...]
Sage CRM has provided an advance functionality of “Workflow” to configure the life line of an opportunity, lead or cases as per your business rule. As a part of workflow you can set stage and status of an opportunity or a case throughout its lifetime. The workflows can be created or edited by following [...]
There is Send email workflow action provided for this under standard workflow. This functionality is quite efficient for email sending if no complicated e-mail design is involved.
We were requested the twist in this e-mail sending functionality for one of the custom entities on our client’s Sage CRM system. Though the entity was custom [...]
The standard functionality in SageCRM allows us to create workflow for Primary entities. One of the standard workflow actions allows us to send mail through workflow. Using this action an e-mail is sent in the background without any intervention. Now sometimes you come across the requirement where you want to send the mail through workflow, [...]
Creating an entity in Sage CRM is no more a headache using standard Sage CRM custom entity wizards. These wizards are capable enough to generate all the entity pages along-with the workflow for the same.
Now suppose we have created an entity through custom entity wizard, but you are not using the pages and [...]
Progressed workflow by Mistake? Want to go back to the Previous Stage?
Standard SageCRM functionality does not allow us to go back to the previous stage of the workflow once proceeded.
We have designed an out of box functionality that will add a new stage in workflow and by clicking on that; user can go [...]
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