Browse By Tags

  • Media: Component: Company Workflow Example (Sage CRM 2018)

    This component when installed will implement a new Company Workflow. This has been tested with Sage CRM 2018 R1. It gives examples of the following business rules and techniques: 1) Changes to comp_slaid will be recorded as a note record. 2) Changes to the comp_slaid can only be made once a communication...
  • Media: Component: New Opportunity Workflow (Sage CRM 2018)

    This component when installed will implement a new Opportunity Workflow. This was been tested with Sage CRM 2018. It gives examples of the following: 1) Primary - Transitional - Global - Conditional rules. 2) Initial assigning to a user - allocation to a team - and setting of a date. 3) The use...
  • Media: Component: Example Case Workflow (Sage CRM 2018)

    This component when installed will implement a new Case Workflow. This has been tested within Sage CRM 2018. It gives examples of the following: 1) Primary and Transitional rules. 2) Initial assigning to a user - allocation to a team - and setting of a date. 3) Automatic creation of a task. 4) Use...