Escalations
From Customer365 for SageCRM
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
