For every business, communication is the most important aspect that needs to be managed appropriately. As you all know, Sage CRM has helped to manage all the business related chores such as maintaining Customer database, managing Enquires and Opportunities of these customers, logging of service tickets, and scheduling appointments and so on. The communication records can also be created against these primary entities in CRM. But what if you need to capture communication details against any custom entity of CRM?
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The Regarding field on the Communication screen, helps to link the particular record i.e. Opportunity, Case, Quote, Order etc. with the communication i.e. appointments or tasks. To link a CRM’s Custom entity record, we need to make the Entity available under the Regarding (About) field’s list. To do the same, follow below steps –
- Add the Custom Entity in the list of Search Select Advance as search entity, you can refer below link for the same.
- Create the new SSA field in Communication entity as shown in the below screenshot. Go to Administration -> Customisation -> Communication, click on New Button
- Here “ConsentManagement” is the custom entity, which will be added in the Search entity list by adding the Custom Entity in the list of Search Select Advance.
- Now change the Properties of Regarding field of communication entity. Select the Consent Management in the Tied Fields and save the changes, as shown in below screenshot.
- After changing the properties of Regarding field in communication entity. Now while creating new task or communication, you will find the Consent Management entity, you can refer below screen shot.
- In this way, Users can capture communication details related Custom entity records against the Customer.
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