Sage CRM – Tips, Tricks and Components
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Email Communication fails to display Multiple Recipients name in Sage CRM

By greysagecrm | August 1, 2017
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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.

  1. Login to CRM
  2. Go to Administrator section.
  3. Select Customization->Communication.
  4. Select -> TableScripts->New.
  5. 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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Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, 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 of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.

Related Posts

  • Multiple Recipients in Email
  • Email Screen in Sage CRM 7.2
  • Validate Email Addresses using Sage CRM Client Side API
Category: Communication Editor Email Email Inbound Email Server File Email Mapping Person Sage CRM Sage CRM 73 Sage CRM7.3 Tables Tags: communication tls, Email, email communication, Email Communication fails to display Multiple Recipients name in Sage CRM, multiple reipients, sage crm email communication, single recipient, Table Level Script, TLS
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