Workflow and escalation settings

The table below describes the fields on the Workflow & Escalation Configuration screen.

Field

Description

Workflow for cases

Possible values: 

  • Yes. Enables workflow for cases.

  • No. Disables workflow for cases.

Workflow for solutions

Possible values: 

  • Yes. Enables workflow for solutions.

  • No. Disables workflow for solutions.

Workflow for opportunities

Possible values: 

  • Yes. Enables workflow for opportunities.

  • No. Disables workflow for opportunities.

Workflow for leads

Possible values: 

  • Yes. Enables workflow for leads.

  • No. Disables workflow for leads.

Workflow for campaigns

Possible values: 

  • Yes. Enables workflow for campaigns.

  • No. Disables workflow for campaigns.

Workflow for companies

Possible values: 

  • Yes. Enables workflow for companies.

  • No. Disables workflow for companies.

Workflow for people

Possible values: 

  • Yes. Enables workflow for people.

  • No. Disables workflow for people.

Sage CRM does not include a sample workflow for people, so you must create your own workflow.

Escalation

Possible values: 

  • Yes. Enables escalation.

    This value also enables the following: 

    • All escalation rules in and outside workflow, including the default escalation rules supplied with Sage CRM.

    • The Reminder field on the Enter New Task and Enter New Appointment.

    • Quick notifications. See About quick notifications and escalation rules.

    • Escalation rules in My profile | Administration | Timings | Service Level Agreements.

    You must enable each escalation rule individually. See About quick notifications and escalation rules.

  • No. Disables escalation.

Notify interval (sec)

Sets one of the following:

  • If you're not using the CRM Escalation Service, sets the minimum interval (in seconds) between the server polling clients for notification reminders or escalation rules.

  • If you are using the CRM Escalation Service, sets the minimum interval between polling is 5 minutes (300 seconds) by default.

The value set in Interval on an individual rule overrides the value set in Notify interval.

Notification display count

Sets the number of notifications to display to a user at once.

For example, if you set Notification display count to 20 and a user has 100 notifications, the number displayed 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

Possible values:

  • System Performance. Sage CRM processes notifications at the polling rate set in Notify interval.

  • Immediate Delivery. Sage CRM processes the notification 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

Sets the sender 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

Specifies a valid email account from which 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

Sets 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

Sets 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

Sets the targets to which low priority reminder messages are sent. Options are desktop email, mobile email, and SMS.

Maximum SLA actions

Sets 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

Possible values:

  • 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.