Workflow

From Sage CRM Knowledge Base
Revision as of 16:54, 7 February 2013 by Crmtogetherkb (talk | contribs)

Workflow Rules have captions created for them in CRM. So when you see a rule with a different name from what you changed it to you need to change that via the translation area in CRM. The Rule name as you see it is the code.



Escalations

See in-house document on setting up escalations for new primary entities