{"id":24292,"date":"2020-06-30T15:01:53","date_gmt":"2020-06-30T15:01:53","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24292"},"modified":"2020-07-23T15:05:35","modified_gmt":"2020-07-23T15:05:35","slug":"define-multiple-service-workflow-process-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/06\/30\/define-multiple-service-workflow-process-in-sage-crm\/","title":{"rendered":"Define Multiple Service workflow process in Sage CRM"},"content":{"rendered":"\n

As we know Sage CRM is mostly used because it\u2019s get customize in many ways as per the user requirements. Also in the administration section of Sage CRM there are many settings and options using that user can achieve multiple things without new customization. So in this blog we can see some tricks about workflows for the Case entity. It can be applicable for all the entities.<\/p>\n\n\n\n

New Stuff:<\/em>Display Selection field value as an Icon using Client Side API<\/a><\/p>\n\n\n\n

In Service industries there are multiple process. In our blog we will see how we can configure Replacement and Refund process via workflow using common entity cases. <\/p>\n\n\n\n

Lets modify our case workflow. The first thing you have to do is create two primary rules.<\/p>\n\n\n\n

  1. Replace Product <\/li>
  2. Initiate Refund<\/li><\/ol>\n\n\n\n\"Primary<\/a>\n
    Primary Rule<\/i><\/center><\/font>\n\n\n\n

    Once done you can add you transaction rules based on the process that you would like users to process. Refer the below image for the process example.<\/p>\n\n\n\n\"Designing<\/a>\n

    Designing Workflow<\/i><\/center><\/font>\n\n\n\n

    Now activate the workflow and click on New record creation (+) icon on main menu as displayed below. You should now see there are two Service cases that you can now create. <\/p>\n\n\n\n\"Service<\/a>\n

    Service Cases<\/i><\/center><\/font>\n\n\n\n

    Just click the relevant service case that you need to create in Sage CRM. User should now see the related transaction rules configured for the case. Hope this information helps. <\/p>\n\n\n\n

    About Us<\/strong><\/span><\/p>\n\n\n\n

    Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

    Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    As we know Sage CRM is mostly used because it\u2019s get customize in many ways as per the user requirements. Also in the administration section of Sage CRM there are many settings and options using that user can achieve multiple things without new customization. So in this blog we can see some tricks about workflows\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332,333,3987,340],"tags":[4086,1807,2274,4158,2604,2607],"class_list":["post-24292","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-sage-crm-2017","category-sage-crm-2019-r1-sage-crm","category-sage-crm-guide","tag-case-workflow","tag-primary-rule","tag-services","tag-transaction-rules","tag-workflow","tag-workflow-button"],"yoast_head":"\nDefine Multiple Service workflow process in Sage CRM - 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\/2020\/06\/30\/define-multiple-service-workflow-process-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Define Multiple Service workflow process in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As we know Sage CRM is mostly used because it\u2019s get customize in many ways as per the user requirements. 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