Sage CRM has numerous built-in functionalities which helps to manage Customer Relationship all through a single system. Be it recording Customer data, capturing Enquiries, tracking support cases or maintaining follow-up data.
Sage CRM’s Email functionality helps in managing both the inbound and outbound communications with ease. But have you ever noticed these Email Communications fails to display multiple recipients name in CRM?
New Stuff: Modifying the values of User Select field of Email Editor Screen in Sage CRM
While working on the email functionality in CRM, I faced an issue wherein Email communication records did not display the multiple recipients name i.e. those added in CC or Bcc.
On analyzing the CRM log files, we found that “Comm_targetlistid” holds the value as ‘-1’ when the email is sent to multiple recipients. However, in case of single recipient; this column holds null value. Hence, we updated this field value as NULL using Table Level Script on Communication table as explained below.
- Login to CRM
- Go to Administrator section.
- Select Customization->Communication.
- Select -> TableScripts->New.
- Give name as Communication and remove all script from body and add below given script, and click on save button.
function InsertRecord()
{ // Handle insert record actions here}
function PostInsertRecord()
{ Values(“comm_targetlistid”)=NULL;}
function UpdateRecord()
{Values(“comm_targetlistid”)=NULL;}
function DeleteRecord()
{ // Handle delete record actions here}
After adding above script, if user sends email to multiple recipients; Email record will display all the recipient names as shown below.
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