Sage CRM Quick Notifications

Posted on 02nd August 2018 at 11:52

Share this...

Facebook

Pinterest

Twitter

Linkedin

In this Ask the Expert guide, Chris Bunyan, Business Software Specialist at Cellular Solutions explains how quick notifications work in Sage CRM.

Sage CRM has inbuilt functionality to either show on screen notifications or send out email notifications. There are 2 ways to do this escalation rules or Quick Notifications.

The Quick Notification functionality allows you to create notification rules for main entities in Sage CRM.  They are simple and quick to define and don’t require knowledge of SQL but you do need to be an administrator of CRM to be able to create them.

Notification rules can contain up to five conditions. If all or some of the conditions are satisfied, (depending if using AND /OR for each line)  then a notification message is displayed on-screen or sent by email. Each quick notification will only trigger once and it may be prudent to think about how many records the rule will run for in an existing database. If you are creating a rule for Opportunities and there are a 1000 in the database you may not want a thousand email or onscreen notifications being created for old opportunities.  A way round this would be to use the created date as one of the conditions.

In the below example your company has asked if it is possible to notify the account manager for a customer if an opportunity from one of your salespeople hits the following criteria:

1. Forecast is equal to or greater than £10,000
2. Certainty is at 75%
3. Stage is at Negotiation

Creating the notification

The Quick Notification is created in Administration -> Customisation -> Opportunity and then on the Notifications Tab

• Click on the “New On Screen Notification” button this will take you to the entry screen where you can setup your notification conditions and notification message and give the Notification a name.
• Make sure the notification is enabled and then create the conditions requested for the conditions required, in this example, we’re creating 3 conditions — one for “Create Date”, one for “Forecast,” one for “Certainty %” and one for “Stage” of the opportunity.
  As mentioned earlier, if there are a number of old opportunities that would meet the criteria and you only want notifications moving forward then use the create date as the first condition rule.
• Select which user you want to notify. You can notify a specific user by username, or you can make it more dynamic, like this example — we’re going to notify the company account manager.
• Please note: if you need to update more than one user for this particular rule, you must create a separate notification with the same criteria and change the “Notify User” field.
• Create the Notification Message, This is the information the account Manager will see in the on-screen message. You can select any field available to you by choosing the field name from the “Choose Field to insert into the Notification” field—this will add the field to the on-screen message.

The Company account manager Peter Johnson will now have an onscreen reminder with the information that was inserted into the message.

Clicking on the message will take Peter to the Opportunity.

Have a question you’d like to Ask Our Experts?

If you’d like to know more about Sage, check out the rest of our Ask the Expert guides, or get in touch with us here. If you’ve got a burning question for one of our Experts, feel free to tweet us at @CellSolNE or give us a call on 08700 118 000.