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)<'18' AND datepart(hour, current_timestamp)>'7' AND DATENAME(WEEKDAY, GETDATE...

This article has been edited (1st November 2009) to correct links and make the code follow the convention introduced in Sage CRM 6.2 The requirement to allow the user to fall back to an earlier point in the workflow is usually handled by looping. We can see from the diagram below how a workflow can allow...

This article has been updated (1st November 2009) to correct the code and to follow the coding standard introduced with Sage CRM 6.2 This is some code from an asp page designed to be used in a cross entity workflow. The original page forms part of an Opportunity Workflow. But the actual code here was...

This article has been edited (31st October 2009) to correct links. Let us assume that your system has a simple case workflow created. For example we can see this in the existing default system loaded with demo data. If you log on to the system as a user like 'Kylie Ward' (wardk) and navigate...

In this post I will be exploring the possibilities of combining the CRM.AddContent method and some javascript data transmission techniques. Previously I've blogged about using AJAX to access server-side objects in client-side scripts. AJAX is great for sending information back and forth from the...

One of the chief advantages of Sage CRM is that it is meta data based. The definitions of screens, lists and business rules like workflow are all stored in the database. If you change the definition in the database then it immediately changes the system with out need to recompile or otherwise 'deploy'...

Workflows in Sage CRM can become long and a user may wish they had a version of the diagram that is available when the workflow is constructed. You can see from this image below that an extra button has been added to the Opportunity screen. In this example application, when the 'Workflow Map'...

Many thanks must go to a colleague in the UK professional services team for this article. Introduction Customers often request the ability to track Company or Person changes in much the same way that CRM offers with Opportunity and Case entities. As standard, CRM does not offer a CompanyProgress or PersonProgress...

The following is a survey of all the different articles that have discussed creating and editing views within Sage CRM. Understanding SQL views is essential as they under pin just about every feature within Sage CRM and completely determine what can or can't be done in Reports, Marketing Groups,...

Straight out-of-the-box Sage CRM is a fully featured system which has all the main features you would expect in a CRM system. (See the article " How can Sage CRM save you money? "). Amongst the powerful features that Sage CRM provides are marketing automation functions which offer the ability...