Enabling Escalation feature for Secondary Entities

By | November 25, 2015

As we know SAGE CRM provides a feature of Escalation to send important Reminders or Notifications to our valuable customer. This feature is available for the standard entities of CRM like Cases, Opportunity, etc.

But the same functionality and processes can be utilized for customized entity as well. In this blog, we will be explaining the way we have achieved the same.

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Suppose we have custom entity named as Expense in CRM and against which we need to create Escalation rules. Navigate to the Entity using the below step

Administration | Customization | Expense

Now, under this entity we have to Create a text field as “expn_workflowid”.

After creating the field we have to add the field in the same table as shown below. Open the entity from Advanced Customization section. Click on “Change” button and add the field name in Workflow Id Field.

Now our system is ready to create Escalation rules against the custom entity. See below screenshot for your reference.
Also Read:
1. Use Escalation Rules for Birthday and Anniversary wishes
2. Feature to Control Escalations in Sage CRM 7.2 and 7.3
3. More Levels of Escalation
4. Time zones affect escalation matrix
5. Escalation Rules