Notification in CRM

By | April 28, 2011

In Sage CRM there are 2 places from where we can notify the user. The notifications can be raised from.

  1. Notification at escalation rule.
  2. Notification at entity level.

Let me just clarify the working of each one so that you would be in a position to know which one would be the best for your requirement.

Notification at Escalation

You can configure a notification from Escalation under following location

Administration > Advanced Customization > Escalation

In escalation rule there is workflow action “Show Notication on screen”. By using this we can create a notification on screen. In escalation rule we can attach an entity or view which contains the information we want to show or has the condition that will initiate notification.

Notification at Entity Level

At entity level, we can set a notification by following link

Administration > Customization > > Notification

In entity level, we only have access to the fields of entity under which the notification is created. For e.g. if you have an entity notification under Cases entity then you will not be able to add fields like company address, company phone etc.

So we have two ways to display the notification to the user with each having owns strengths and weakness.

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