{"id":313,"date":"2011-04-28T11:25:00","date_gmt":"2011-04-28T11:25:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=313"},"modified":"2011-04-28T11:25:00","modified_gmt":"2011-04-28T11:25:00","slug":"notification-in-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/","title":{"rendered":"Notification in CRM"},"content":{"rendered":"

<\/p>\n

In Sage CRM there are 2 places from where we can notify the user. The notifications can be raised from.<\/p>\n

\n

    \n
  1. Notification at escalation rule.<\/li>\n
  2. Notification at entity level.<\/li>\n<\/ol>\n

    Let me just clarify the working of each one so that you would be in a position to know which one would be the best for your requirement.<\/p>\n

    Notification at Escalation <\/b><\/p>\n

    \n

    You can configure a notification from Escalation under following location<\/p>\n

    Administration > Advanced Customization > Escalation <\/p>\n

    In escalation rule there is workflow action \u201cShow Notication on screen\u201d. By using this we can create a notification on screen. In escalation rule we can attach an entity or view which contains the information we want to show or has the condition that will initiate notification.<\/p>\n

    \"\"<\/a><\/span><\/p>\n

    Notification at Entity Level<\/b><\/p>\n

    \n

    At entity level, we can set a notification by following link<\/p>\n

    Administration > Customization > > Notification<\/entity><\/p>\n

    In entity level, we only have access to the fields of entity under which the notification is created. For e.g. if you have an entity notification under Cases entity then you will not be able to add fields like company address, company phone etc.<\/p>\n

    \"\"<\/a><\/span><\/p>\n

    \n

    So we have two ways to display the notification to the user with each having owns strengths and weakness.<\/p>\n<\/p>\n<\/p>\n

    <\/span><\/p>\n

    If you find this content useful, please drop us an email at crm@greytrix.com<\/a>. <\/b><\/marquee><\/p>\n","protected":false},"excerpt":{"rendered":"

    In Sage CRM there are 2 places from where we can notify the user. The notifications can be raised from. Notification at escalation rule. Notification at entity level. Let me just clarify the working of each one so that you would be in a position to know which one would be the best for your\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":[1076,1098,1680],"class_list":["post-313","post","type-post","status-publish","format-standard","hentry","category-sage-crm","tag-entity","tag-escalation","tag-notification"],"yoast_head":"\nNotification in 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\/2011\/04\/28\/notification-in-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Notification in CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM there are 2 places from where we can notify the user. The notifications can be raised from. Notification at escalation rule. Notification at entity level. Let me just clarify the working of each one so that you would be in a position to know which one would be the best for your\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2011-04-28T11:25:00+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/4.bp.blogspot.com\/-p3QcKVs8-MA\/TblPrliWe-I\/AAAAAAAABY0\/-Xev4HaoDys\/s400\/escalation.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\/2011\/04\/28\/notification-in-crm\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/\",\"name\":\"Notification in CRM - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/4.bp.blogspot.com\/-p3QcKVs8-MA\/TblPrliWe-I\/AAAAAAAABY0\/-Xev4HaoDys\/s400\/escalation.JPG\",\"datePublished\":\"2011-04-28T11:25:00+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/#primaryimage\",\"url\":\"http:\/\/4.bp.blogspot.com\/-p3QcKVs8-MA\/TblPrliWe-I\/AAAAAAAABY0\/-Xev4HaoDys\/s400\/escalation.JPG\",\"contentUrl\":\"http:\/\/4.bp.blogspot.com\/-p3QcKVs8-MA\/TblPrliWe-I\/AAAAAAAABY0\/-Xev4HaoDys\/s400\/escalation.JPG\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Notification in CRM\"}]},{\"@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. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Notification in CRM - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/","og_locale":"en_US","og_type":"article","og_title":"Notification in CRM - Sage CRM \u2013 Tips, Tricks and Components","og_description":"In Sage CRM there are 2 places from where we can notify the user. The notifications can be raised from. Notification at escalation rule. Notification at entity level. Let me just clarify the working of each one so that you would be in a position to know which one would be the best for your\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2011-04-28T11:25:00+00:00","og_image":[{"url":"http:\/\/4.bp.blogspot.com\/-p3QcKVs8-MA\/TblPrliWe-I\/AAAAAAAABY0\/-Xev4HaoDys\/s400\/escalation.JPG","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/","name":"Notification in CRM - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/#primaryimage"},"thumbnailUrl":"http:\/\/4.bp.blogspot.com\/-p3QcKVs8-MA\/TblPrliWe-I\/AAAAAAAABY0\/-Xev4HaoDys\/s400\/escalation.JPG","datePublished":"2011-04-28T11:25:00+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/#primaryimage","url":"http:\/\/4.bp.blogspot.com\/-p3QcKVs8-MA\/TblPrliWe-I\/AAAAAAAABY0\/-Xev4HaoDys\/s400\/escalation.JPG","contentUrl":"http:\/\/4.bp.blogspot.com\/-p3QcKVs8-MA\/TblPrliWe-I\/AAAAAAAABY0\/-Xev4HaoDys\/s400\/escalation.JPG"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/04\/28\/notification-in-crm\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Notification in CRM"}]},{"@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. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/313","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=313"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/313\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=313"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=313"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=313"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}