{"id":11502,"date":"2015-11-25T09:24:16","date_gmt":"2015-11-25T09:24:16","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11502"},"modified":"2015-11-25T09:24:16","modified_gmt":"2015-11-25T09:24:16","slug":"enabling-escalation-feature-for-secondary-entities","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/25\/enabling-escalation-feature-for-secondary-entities\/","title":{"rendered":"Enabling Escalation feature for Secondary Entities"},"content":{"rendered":"

As we know SAGE CRM <\/a>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.<\/p>\n

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.<\/p>\n

New Stuff:\u00a0<\/em><\/strong>Import Product in Sage CRM \u2013 Sage PRO integration<\/a><\/span><\/span><\/p>\n

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<\/p>\n

Administration | Customization | Expense<\/strong><\/p>\n

\"Expns1\"<\/a>
\nNow, under this entity we have to Create a text field as \u201cexpn_workflowid<\/em><\/strong>\u201d.
\n\"Expns2\"<\/a><\/p>\n

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 \u201cChange<\/strong>\u201d button and add the field name in Workflow Id Field.<\/p>\n

\"Expns3\"<\/a>
\nNow our system is ready to create Escalation rules against the custom entity. See below screenshot for your reference.
\n\"Expns4\"<\/a>
\nAlso Read:<\/span><\/strong><\/em>
\n1.<\/strong> Use Escalation Rules for Birthday and Anniversary wishes<\/a>
\n2.<\/strong> Feature to Control Escalations in Sage CRM 7.2 and 7.3<\/a>
\n3.<\/strong> More Levels of Escalation<\/a>
\n4.<\/strong> Time zones affect escalation matrix<\/a>
\n5.<\/strong> Escalation Rules<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,137,139,141,140,152,332,337,342,1],"tags":[900,1066,1098,1099,1804,2251],"class_list":["post-11502","post","type-post","status-publish","format-standard","hentry","category-configuration","category-entity","category-escalation-rule","category-escalations-2","category-escalations","category-feature","category-sage-crm","category-sage-crm-7-2","category-sage-crm7-3","category-uncategorized","tag-customized-entity","tag-enable-escalation","tag-escalation","tag-escalation-feature","tag-primary-entity","tag-secondary-entity"],"yoast_head":"\nEnabling Escalation feature for Secondary Entities - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/25\/enabling-escalation-feature-for-secondary-entities\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Enabling Escalation feature for Secondary Entities - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"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\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/25\/enabling-escalation-feature-for-secondary-entities\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2015-11-25T09:24:16+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/Expns1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/25\/enabling-escalation-feature-for-secondary-entities\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/25\/enabling-escalation-feature-for-secondary-entities\/\",\"name\":\"Enabling Escalation feature for Secondary Entities - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/25\/enabling-escalation-feature-for-secondary-entities\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/25\/enabling-escalation-feature-for-secondary-entities\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/Expns1.jpg\",\"datePublished\":\"2015-11-25T09:24:16+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/25\/enabling-escalation-feature-for-secondary-entities\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/25\/enabling-escalation-feature-for-secondary-entities\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/25\/enabling-escalation-feature-for-secondary-entities\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/Expns1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/Expns1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/25\/enabling-escalation-feature-for-secondary-entities\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Enabling Escalation feature for Secondary Entities\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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