Workflow and escalation settings
The table below describes the fields on the Workflow & Escalation Configuration screen.
Field |
Description |
---|---|
Workflow for cases |
Possible values:
|
Workflow for solutions |
Possible values:
|
Workflow for opportunities |
Possible values:
|
Workflow for leads |
Possible values:
|
Workflow for campaigns |
Possible values:
|
Workflow for companies |
Possible values:
|
Workflow for people |
Possible values:
Sage CRM does not include a sample workflow for people, so you must create your own workflow. |
Escalation |
Possible values:
|
Notify interval (sec) |
Sets one of the following:
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:
|
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:
For more information about the Escalation Service, see About quick notifications and escalation rules. |