In our earlier blog, we explained about the new feature introduced in Sage CRM 2018 R2 i.e. Consent. It helped to capture the global and local legislation surrounding people data, including the GDPR in Sage CRM. In this blog, we will explain how you can maintain tracking of those persons who haven’t responded to the Consent sent.
New Stuff: New feature of … (ellipsis) in Sage CRM 2018
With the release of Sage CRM 2018, Consent module, as well as some new views, have been made available at the database level. The view vConsentedPersons gives the details of all the persons who have actually responded to the given consent. The key clause within the view is the value of the Consent’s status i.e. ‘Consented’.
Since a consent can have either of the statuses i.e. New, Requested, Consented, And Withdrawn. To get the details of persons who haven’t responded to the Consent sent, you have to focus on the records which are under Requested status.
Thus we can create a view with below script and make it available for Groups and Reports.
SELECT ConsentManagement.*, vPersonPE.* FROM ConsentManagement right outer join vPersonPE on pers_personid = cmgt_recordid where cmgt_entityid=13 and CMgt_Status = ‘Requested’ and CMgt_Deleted is null
This will allow us to create our own new Group using the view.
This way we can get a list of all those Persons who have been contacted but have not yet responded.
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring 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 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.
For more information on our integration solutions, please contact us at firstname.lastname@example.org. We will be glad to assist you.