How to add communication type in SAGE CRM,

Dear All,

I want to create a new communication type, existing are Todo,Appointment,Email,etc...I want to specify custom fields that go into that communication type.

Please provide a step by step guide to create a new communication Type.

  • 0

    Skanda

    I think you need to describe much more the business case you are working on. There are 2 main fields in the Communication table that model the interactions that a organisation may have with contacts. These are comm_type and comm_action. You need to be clear what you wish to change.

    comm_type has the values Appointment, Task, Email. This is the big division. An "Appointment" describes an communication that occupies time. A communication record may have many comm_link records that link many users and contacts invited to the same "Appointment".

    A Task is an item of work that maybe anchored in time but that communication will always only be link to a single comm_link record.

    An Email describes the EMarketingEmail and Outbound emails that are generated by the system and need to store the body of the actual email sent.

    These 3 types are cause the Communication screen to behave in different ways. This is a deep feature of Sage CRM. It would not be a trivial task to add a new Communication type.

    Adding a new comm_action would be much easier.

  • 0

    Skanda

    I still don't understand.

    In Sage CRM's conceptual design things are either 'Tasks' or 'Appointment'. This is the most important division. This decides how the communication is linked to comm_link records and therefore link to users and contacts. If you set up a Appointment and invite 3 colleagues and one marks the Appointment as complete it is completed for everyone. If you create a task and assign it to 3 colleagues there are 3 communications and 3 comm_link records created so that if one colleagues complete the task the other still have that on their todo list.

    The Email is a subtype of task.

    Is this data you are capturing a communication? How does it fit with the comm_link records?

    Do you actually need just to store text and a document? Then perhaps this is a new entity linked to the library?

  • 0

    How does this relate to users and contacts? Are these created completed or to be done? Do these represent an action that is in the future or in the past? Will a company or contact have many of these associated with them? Are they linked to multiple contacts or a single contact? Are they assigned to a single user or multiple users? Is this something that has been 'done'? Or is this something that consumes time (e.g. 2pm-3pm on Tuesday 18th October)?

    Why can't it be a task of a custom comm_action?

  • 0

    Jeff

    Thanks for the reply.

    I have created a asp .net webservice which consumes data(Heading , Text and attachment) and insert the same into Communication table in SAGE CRM. I want to display the same under communication tab. Comm_type cannot be Task,E-mail,Appointment. Please help

  • 0

    Jeff,

    Let me explain my requirement in detail,

    A communication is captured by ASP .Net webservice which contains rich Text, Current time , Uploaded document. I want to display that text , document and time under communication tab as communication (list of communiction). When user clicks on the particular communication, it should display respective text and document.

    Also uploaded document will be displayed under document tab.