Escalations - Revision history

CrmtogetherPortal at 15:07, 31 July 2018

2018-07-31T15:07:12Z

← Older revision		Revision as of 16:07, 31 July 2018
Line 1:		Line 1:
	To use escalations as defined here you must have the correct Cases fields set up as defined in the Fields section.		To use escalations as defined here you must have the correct Cases fields set up as defined in the Fields http://customer365.crmtogether.com/index.php?title=Fields section.

	To display an on screen notification within CRM do the following:		To display an on screen notification within CRM do the following:

CrmtogetherPortal at 15:30, 6 February 2013

2013-02-06T15:30:19Z

← Older revision		Revision as of 16:30, 6 February 2013
Line 1:		Line 1:
	To use escalations as defined here you must have the correct Cases fields set up as defined in the Fields section.		To use escalations as defined here you must have the correct Cases fields set up as defined in the Fields section.

	To display ~~and~~ on screen notification within CRM do the following:		To display an on screen notification within CRM do the following:

	*Click "Advanced Customisation"->Escalations		*Click "Advanced Customisation"->Escalations

79.97.175.27 at 11:33, 9 February 2012

2012-02-09T11:33:12Z

← Older revision		Revision as of 12:33, 9 February 2012
Line 23:		Line 23:

	NOTE: If you are looking to control emails ONLY from escalations you should turn off the "UseEmail" setting in the web.config file.		NOTE: If you are looking to control emails ONLY from escalations you should turn off the "UseEmail" setting in the web.config file.

			Note: If you are looking to use email notifications you must also have an on screen notification otherwise it will not fire.

CrmtogetherPortal at 15:14, 22 December 2011

2011-12-22T15:14:32Z

← Older revision		Revision as of 16:14, 22 December 2011
Line 21:		Line 21:

	You could also create other notification actions as required.		You could also create other notification actions as required.

			NOTE: If you are looking to control emails ONLY from escalations you should turn off the "UseEmail" setting in the web.config file.

CrmtogetherPortal at 13:40, 22 December 2011

2011-12-22T13:40:02Z

← Older revision		Revision as of 14:40, 22 December 2011
Line 19:		Line 19:

	The escalation rule has now been set up		The escalation rule has now been set up

			You could also create other notification actions as required.

CrmtogetherPortal at 13:39, 22 December 2011

2011-12-22T13:39:10Z

@@ Line 10: / Line 10: @@
 *Click "Save"
 *Navigate back to the created Rule.
-*Create a new
+*To Create a new "Workflow Action" click on the "New" button at the bottom of the screen

CrmtogetherPortal: Created page with "To use escalations as defined here you must have the correct Cases fields set up as defined in the Fields section. To display and on screen notification within CRM do the fol..."

2011-12-22T13:36:08Z

Created page with "To use escalations as defined here you must have the correct Cases fields set up as defined in the Fields section. To display and on screen notification within CRM do the fol..."

New page

To use escalations as defined here you must have the correct Cases fields set up as defined in the Fields section.

To display and on screen notification within CRM do the following:

*Click "Advanced Customisation"->Escalations
*Click "New"
*Set the "Rule Name" to be "Authorisation Notification" (Or whatever you choose)
*Set the "Table or View" Value to be "cases"
*Set the "Trigger SQL Clause" to be "case_authorisedesc='Y'"
*Click "Save"
*Navigate back to the created Rule.
*Create a new