Workflow and escalation settings
The table below describes the fields on the Workflow & Escalation Configuration screen.
Field |
Description |
---|---|
Workflow for cases |
Activates workflow for cases. |
Workflow for solutions |
Activates workflow for solutions. |
Workflow for opportunities |
Activates workflow for opportunities. In addition to the standard opportunity workflow, there's a ready-to-use Quick Sale Workflow that's designed for products that don’t require a complex sales cycle and can be sold in a few steps. You must activate the Quick Sale Workflow to use it. For more information, see Editing a workflow. |
Workflow for leads |
Activates workflow for leads. |
Workflow for campaigns |
Activates workflow for campaigns. Sample campaign, wave, and wave item workflow names are prefixed with "Sage". |
Workflow for companies |
Activates workflow for companies. Sage CRM does not include a sample workflow for companies so you must create your own workflow. |
Workflow for people |
Activates workflow for people. Sage CRM does not include a sample workflow for people so you must create your own workflow. |
Escalation |
When set to Yes:
When escalation rules are activated, you must still enable each rule individually. For more information, see About quick notifications and escalation rules. |
Notify interval (sec) |
If you're not using the CRM Escalation Service, this is the minimum interval (in seconds) between the server polling clients for notification reminders or escalation rules. If you are using the CRM Escalation Service, the minimum interval between polling is 5 minutes (300 seconds) by default. The value set in Interval on an individual rule overwrites the value set in Notify interval. |
Notification display count |
The number of notifications displayed onscreen at any one time. If you set Notification display count to 20 and a user has 100 notifications, the number beside the Notifications icon on the top bar is 100. When the user clicks the icon, 20 notifications are displayed. When the user clicks Close All, the next 20 are displayed. |
Escalation engine tuned for |
System Performance: Notifications are processed at the polling rate set in Notify interval. Immediate Delivery: The notification is processed when the communication, or associated entity record, is created or edited, and every time the system polls at the polling rate set in Notify interval. |
Notify Email name |
The name that appears on a notification email. For example, when an unsolved case is escalated and an email is sent to the team leader as part of a case workflow, this is the name in the From field of the email. For more information, see Send Email. When Notify email name and Notify email address are blank, Sage CRM uses the email address of the current user. |
Notify Email address |
The valid email account that's used to send notification emails. For more information, see Send Email. When Notify email name and Notify email address are blank, Sage CRM uses the email address of the current user. |
Default targets for high priority reminder messages |
The targets to which high priority reminder messages are sent. Options are desktop email, mobile email, and SMS. |
Default targets for normal priority reminder messages |
The targets to which normal priority reminder messages are sent. Options are desktop email, mobile email, and SMS. |
Default targets for low priority reminder messages |
The targets to which low priority reminder messages are sent. Options are desktop email, mobile email, and SMS. |
Maximum SLA Actions |
The number of action fields that are available when setting up SLAs. This number typically corresponds to the number of stages in the Cases workflow. The default value is 5. |
Use Escalation Service |
Yes: The CRM Escalation Service runs escalation rules even when no user is logged on to Sage CRM. This is a Windows service that you turn on in Control Panel | Administrative Tools | Services. No: The Web server runs escalation rules but only when a user is logged on to Sage CRM. For more information about the Escalation Service, see About quick notifications and escalation rules. |