Just wanted to know how to accomplish a simple goal. I've got custom entity PROJECT. A project has a status field and the goal here is, as soon as a project is marked as COMPLETE, a given CRM person receives a notification about, so he can go ahead and create pending invoices for the project. I assume this is achieved on workflow, but some advice will be appreciated
You can use a simple escalation rule. A simple SQL clause can be used e.g.
proj_status = 'Complete'
That can then display a notification.
When I goto create an escalation, I dont get the option to select a custom entity. How can I create an escalation for a custom entity?
Which version are you using Sage CRM 6.2 or Sage CRM v7?
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