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  • Blog Post: Conditionally send e-mail on entity creation

    It is common to have CRM send out an e-mail on the creation of a new entity. For example you may have an e-mail sent to the assigned user on a new Opportunity notifying them that a the Opportunity has been created and that it is assigned to them. This is achieved by putting a Send E-mail action on the...
  • Blog Post: Validating Phone Numbers and Email Addresses

    This post has been edited (29th April 2009) to using the coding convention introduced in Sage CRM 6.2. If you have explored this idea in Sage CRM you will probably have discovered that the peculiar structure of the phone and email screens means that the regular options for screen based rules are...
  • Blog Post: Sending an Email from a Table Level Script

    Consider this scenario. When an Opportunity is reassigned then an email needs to be sent to the newly assigned user. The Table Level Script needs to fire correctly whether a single Opportunity is reassigned through the user interface or whether a batch of Opportunities are reassigned by another...