One of the most helping feature of Sage CRM Email editor screen is the User Select field which helps to select and add the CRM user in To, CC and Bcc fields. This feature reduces the efforts of CRM User to remember or re-type the Email ids every time they open the New Email screen. But this feature proves helpful for internal purpose only. What if you need to send emails to the Person’s associated with the Company?
New Stuff: Allow users to edit additional user preferences options on their own.
The New Email Screen when opened from within the context of any Case or Opportunity record; displays the Person Email Id which is linked with the record in To field by default.
In order to list out All the Person’s names associated with the Company follow below steps –
1. Login into CRM.
2. Go to Administration -> Customization -> Communication -> Screens.
3. Then open EmailFilingBox screen and add following Create Script on Action field.
var sCompanyId=”0″;
sCompanyId =HasValue(eWare.GetContextInfo(“Cases”,”Case_PrimaryCompanyId”));
if(sCompanyId==””)
{
var sCaseId=”0″;
sCaseId = HasValue(eWare.GetContextInfo(“Communication”,”Comm_CaseId”));
if(sCaseId==””)
{
var sSelectPQL=”SELECT Case_PrimaryCompanyId FROM Cases(NOLOCK) WHERE Case_Deleted IS NULL AND Case_CaseId='”+sCaseId+”‘”;
RecCases = eWare.CreateQueryObj(sSelectPQL);
RecCases.SelectSql();
if(!RecCases.eof)
{
sCompanyId=HasValue(RecCases(“Case_PrimaryCompanyId”));
if(sCompanyId==”null”||sCompanyId==”undefined”||sCompanyId==””)sCompanyId=””;
}
}
}
if(sCompanyId!=””)
{
var sFullName=””;
var sEmailAddress=””;
var sSelectFullNameSQL=” SELECT (SELECT STUFF((Select ‘,’+ CAST(RTRIM(ISNULL(Pers_FirstName, ”)) + ‘ ‘ + RTRIM(ISNULL(Pers_LastName, ”)) AS NVARCHAR(MAX)) FROM vPerson(NOLOCK) WHERE Pers_Deleted IS NULL AND ISNULL(Pers_EmailAddress, ”)<>” AND Pers_CompanyId=”+sCompanyId+” ORDER BY Pers_PersonId FOR XML PATH(”)),1,1,”)) AS Pers_FirstName,(SELECT STUFF((Select ‘,’+ CAST(Pers_EmailAddress AS NVARCHAR(MAX)) FROM vPerson(NOLOCK) WHERE Pers_Deleted IS NULL AND ISNULL(Pers_EmailAddress, ”)<>” AND Pers_CompanyId= “+sCompanyId+” FOR XML PATH(”)),1,1,”)) AS Pers_EmailAddress “;
var RecPersFullName = eWare.CreateQueryObj(sSelectFullNameSQL);
RecPersFullName.SelectSql();
if(!RecPersFullName.eof)
{
sFullName=new String(RecPersFullName(“Pers_FirstName”));
sEmailAddress=new String(RecPersFullName(“Pers_EmailAddress”));
if(sFullName==”null”||sFullName==”undefined”||sFullName==””)sFullName=””;
if(sEmailAddress==”null”||sEmailAddress==”undefined”||sEmailAddress==””)sEmailAddress=””;
}
if(sFullName!=”” && sEmailAddress!=””)
{
Caption+=”Action: <input type=hidden name=HDNFullName id=HDNFullName value='”+sFullName+”‘>”
Caption+=” <input type=hidden name=HDNEmailAddress id=HDNEmailAddress value='”+sEmailAddress+”‘>”
}
}
function HasValue(px_Value) {
ll_Return = “”;
lc_Value = new String(px_Value);
if(lc_Value != “” && lc_Value != “undefined” && lc_Value != “NaN”) {
ll_Return = lc_Value;
}
return ll_Return;
}
4. Click on Save Button.
5. Create a JavaScript page (e.g. Communication.js) with below jQuery Code in “<installation path>”\WWWRoot\js\custom” folder.
crm.ready(function()
{
var sAct=crm.getArg(“Act”,crm.url());
if(sAct==”” || sAct==”null” || sAct==”undefined”)sAct=””;
var sKey0=crm.getArg(“Key0″,crm.url());
if(sKey0==”” || sKey0==”null” || sKey0==”undefined”)sKey0=””;
if(sKey0==”8″ && sAct==”1500″)
{
CommunicationOnLoad();
}
});
function CommunicationOnLoad()
{
if($(‘#HDNFullName’) && $(‘#HDNEmailAddress’))
{
var FullName=$(‘#HDNFullName’).val();
var EmailAddress=$(‘#HDNEmailAddress’).val();
if(FullName!=”” && EmailAddress!=””)
{
var text = $(‘#comm_userid :selected’).val();
if (text == ‘-None-‘) return;
$(‘#comm_userid :not([value^=”‘+ text +'”])’).remove();
$(‘#comm_userid [value^=”1″]’).remove();//For remove System Administrator
var substrFullName = FullName.split(‘,’);
var substrEmailAddress = EmailAddress.split(‘,’);
for ( var i=0; i<substrFullName.length; i++ )
{
var sMailId=substrFullName[i] +” <“+ substrEmailAddress[i] + “>”
InsertIntocomm_userid(sMailId,sMailId);
}
}
}
}
//Add option
function InsertIntocomm_userid(FirstValue,SecondValue)
{
var option1=document.createElement(‘option’);
option1.value=FirstValue;
document.EntryForm.comm_userid.options.add(option1);
option1.innerText = SecondValue;
}
6. Go to Administration -> System -> Metadata.
7. Check Refresh All checkbox and click on Execute Refresh button.
User select field will now list out all the Person’s name as shown below.
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