Sage CRM is an enterprise management tool that has helped businesses deliver insights that matter the most in their day to day business. Sage CRM brings to your business a unique tool/feature wherein users can be notified through various types of alerts such as Emails, On-screen notifications and SMS. The specific means of triggering CRM notifications are Workflow actions and Escalations. While using SMS notifications, users need to store a fixed SMS template with the help of Translations in Sage CRM. But ever thought of sending a set of recurring SMS from Sage CRM?
Greytrix with its expertise in .Net brings to your Sage CRM a feature to send a set of recurring SMS from Sage CRM. Follow the below stated steps to achieve the same within your Sage CRM:
Consider you need to send SMS on creating a Case record in Sage CRM.
Step 1 – Create a new field in Case entity, which will hold the Count of SMS value.
Step 2 – Add all the SMS Content by comma separated value or by any special character in the translations.
Step 3 – In .NET, fetch the translation and store variable in it. Retrieve the value of count using Case ID field as shown in below code:
string SMS=Metadata.GetTranslation(“SMSCONFIG”, “SMS”);
string CaseID = “”;
CaseID = Dispatch.EitherField(“case_caseid”);
Record CaseRec = FindRecord(“Cases”, “Case_Deleted is null and case_caseid=” +CaseID);
Step 4 – Now split the SMS as shown in below:
sTips = Tips.Split(‘@’);
Step 5 – Add the following code to repeat the SMS content.
for (int i = 0; i < sTips.Length; i++)
if (icount == i)
Sms1 = sTips[i];
if (icount >= sTips.Length)
Sms1 = sTips;
icount = 0;
Step 6 – Now increase the values of icount and update in CRM.
Record CaseUpdate = FindRecord(“Cases”, “Case_Deleted is null and case_caseid=” +CaseID);
CaseUpdate .SetField(“case_count”, icount.ToString());
Post applying the changes in Sage CRM, leverage the benefits of sending a set of recurring SMS from Sage CRM.
Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating to Sage CRM from ACT, Goldmine and other CRM’s.
For more information on our integration solutions, please contact us at firstname.lastname@example.org. We will be glad to assist you.
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