{"id":1758,"date":"2012-04-18T15:09:23","date_gmt":"2012-04-18T15:09:23","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=1758"},"modified":"2012-04-18T15:09:23","modified_gmt":"2012-04-18T15:09:23","slug":"why-notify-time-field-is-used-in-escalation","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/04\/18\/why-notify-time-field-is-used-in-escalation\/","title":{"rendered":"Why Notify Time Field is used in Escalation"},"content":{"rendered":"

Sage CRM provides many features at administration level that can be used to make modifications and\u00a0customizations\u00a0without having to do intense coding. For e.g. Workflow, Table Level Scripting, Translation. In this blog we am going to explain the notification feature of Escalation in Sage CRM.
\nEscalation is a key tool of CRM to implement different kinds of functionality e.g.
\n1)\u00a0\u00a0\u00a0\u00a0 Display Notification on\u00a0 Entity Screen
\n2)\u00a0\u00a0\u00a0\u00a0 Display Message on Entity Screen
\n3)\u00a0\u00a0\u00a0\u00a0 Send E-mail to Person or Assignment Users
\n4)\u00a0\u00a0\u00a0\u00a0 Create Communications\/Cases\/Lead\/Opportunity base on condition.
\nBut sometimes the requirement is to display notification on screen whenever case is created and also display this notification to the assigned user. Please refer the screen shot given below for you reference.
\n\"\"<\/a>
\nTo implement this we need to follow the below steps
\nGo to Adminstration -> Advanced Customization -> \u00a0Escalation
\n1)\u00a0\u00a0\u00a0\u00a0 Click on the New button
\n2)\u00a0\u00a0\u00a0\u00a0 Enter value in Following fields<\/p>\n

    \n
  1. Rule Name:XXXXX<\/li>\n
  2. Table: Case<\/li>\n
  3. Rule Enable:Check<\/li>\n
  4. Trigger SQL Clause: <Enter your Condition><\/li>\n
  5. Click on the save button<\/li>\n
  6. Select XXXX Escalation\u00a0 from list<\/li>\n
  7. Click on the Change button<\/li>\n
  8. Click on the new button<\/li>\n
  9. Select Show Notification on screen list from list<\/li>\n
  10. Enter value in following fields<\/li>\n<\/ol>\n

    i.\u00a0\u00a0\u00a0 Column:case_notifytime
    \nii.\u00a0\u00a0\u00a0 Table:Cases
    \niii.\u00a0\u00a0\u00a0 \u00a0Message: #case_referenceId# is assigned to you.
    \n11. Click on the save button
    \nAfter implementing these steps users are able display the notification on screen. But we found a problem here that the users were not able to Dismiss or Snooze the selected items. So we analyzed this issue and found that we have to apply notifytime condition in Trigger SQL Clause, i.e. case_notifytime<#T. Once we applied this we were able to Dismiss or Snooze the selected notifications.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Sage CRM provides many features at administration level that can be used to make modifications and\u00a0customizations\u00a0without having to do intense coding. For e.g. Workflow, Table Level Scripting, Translation. In this blog we am going to explain the notification feature of Escalation in Sage CRM. Escalation is a key tool of CRM to implement different kinds\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332],"tags":[1098,1143],"class_list":["post-1758","post","type-post","status-publish","format-standard","hentry","category-sage-crm","tag-escalation","tag-fields"],"yoast_head":"\nWhy Notify Time Field is used in Escalation - 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\/2012\/04\/18\/why-notify-time-field-is-used-in-escalation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Why Notify Time Field is used in Escalation - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM provides many features at administration level that can be used to make modifications and\u00a0customizations\u00a0without having to do intense coding. 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