Workflow is one of the powerful features of SageCRM. We can define workflow Rules for systematically updating data for the entities through workflow. Every rule must be associated with set of actions. Sage CRM Workflow has several workflow actions that can be configured for any workflow rule as shown in below diagram. New Stuff: Implementing… Read More »
As we all know that latest version of Sage CRM gives us a features to clone various configurations which eventually saves our valuable time. However cloning is not new to SageCRM framework. It was already in place for escalations, workflow rules etc. Related Post: : Report Cloning in Sage CRM 7.2 Consider a scenario where same… Read More »
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 once Case/ Opportunity gets… Read More »
The normal SageCRM user interface that we have got used to over the years is that the user clicks on a tab and if the tab lists multiple records then the user are presented with a grid. The user then has to click on one of the records to view the summary or detail information… Read More »
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 primary… Read More »
Let’s consider the case of creating new opportunity as an example. Consider that you want to set value of oppo_description field based on oppo_type field i.e. say you want to set description field to “Hello World” if oppo_type is set to parts. Now normally what comes in our head to incorporate this is something like,… Read More »