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• Escalation Rule that runs only during normal business hours

  If you want your escalation rule to run only during certain period of time, you can add the following to your existing SQL clause: (... existing SQL triggering clause) AND datepart(hour, current_timestamp... Posted Jan 18 2010, 02:58 by Wing Kwong with | with no comments Filed under: Workflow, Notifications, intervals, escalations, time period

• Creating a Simple Messaging System within Sage CRM

  This article has been written to answer the business need for a simple way for a user to pass a message to the System Administrator (or another colleague) without having to leave Sage CRM. The further... Posted Aug 13 2009, 09:58 by Jeff Richards with | with no comments Filed under: List Block, List Page, custom captions, translations, Security, Escalation Rules, Notifications, advanced customization wizard

• How can Sage CRM save you money?

  This article has its origin in a recent presentation I gave as part of this years eSummit for Australia, New Zealand and the Pacific ( http://www.sagesummit.com.au/ ). My focus is usually purely on communicating... Posted May 22 2009, 11:05 by Jeff Richards with | with 6 comment(s) Filed under: sagecrm.com, ASP, COM, Workflow, Web Services, Integration Options, Escalation Rules, Notifications, .NET API, C#, Licensing, advanced customization wizard, Hosted, on-premise, Software as a Service, SaaS, on-demand, extensibility

• Using Quick Notifications to alert users of reassigned records

  The links in this article were corrected 22nd May 2009. Oh how angry I get with myself sometimes. I am a very stupid person. Someone sends me an email entitled 'a quick question' and in my idiocy... Posted May 22 2009, 10:50 by Jeff Richards with | with no comments Filed under: Workflow, SQL, Escalation Rules, Notifications

• The Data Structure for a Notification

  This article has been written referencing Sage CRM 6.1. Details maybe different in previous versions. A simple Notification can be of two types OnScreen Notification Email Notification Both types of Notification... Posted Apr 07 2008, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Escalation Rules, Notifications, Sage CRM 6.1, Data Model

• Escalation Rules

  Sage CRM provides use with a number of ways of controlling user work processes and data tasks. In particular Workflow allows us to control the progress of data through a series of steps/states using business... Posted Feb 20 2008, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Workflow, Escalation Rules, Notifications

• Quick Notifications' on new primary entities

  If you have created a new primary entity in Sage CRM and would like to have notifications for this table it seems a disappointment that a "Notifications" Tab is not available for the newly created... Posted Jul 20 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: custom entity, Views, Escalation Rules, Notifications