{"id":11375,"date":"2015-11-04T06:27:53","date_gmt":"2015-11-04T06:27:53","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=11375"},"modified":"2015-11-04T06:27:53","modified_gmt":"2015-11-04T06:27:53","slug":"chat-rooms-within-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/04\/chat-rooms-within-sage-crm\/","title":{"rendered":"Chat Rooms within Sage CRM"},"content":{"rendered":"<p style=\"text-align: justify;\">We all are familiar with the social networking service\/sites available nowadays, which is a platform to build social networks or social relations among people who share similar interests, activities, backgrounds etc. Been awestruck by this feature, one of our client requested for such kind of functionality within CRM. In below article, I will explain how exactly we fulfilled the client\u2019s requirement.<\/p>\n<p style=\"text-align: justify;\"><span style=\"color: #993300;\"><strong><em>Greytrix @Social :\u00a0<\/em><\/strong><span style=\"color: #000000;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/26\/2000-is-just-the-beginning-greytrix-with-you-always\/\" target=\"_blank\">Follow\u00a0us\u00a0on these various Social Media channels<\/a><\/span><\/span><\/p>\n<p style=\"text-align: justify;\">We created a new tab against every Case record named as \u201c<strong><em>Forum<\/em><\/strong>\u201d as shown below.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/blg1.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter  wp-image-11376\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/blg1.png\" alt=\"blg1\" width=\"1055\" height=\"416\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">This Forum records will be basically used to raise a query or request against that particular case record. To do the same you will have to click the \u201c<strong><em>New<\/em><\/strong>\u201d button, which would further display below screen.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/blg2.png\"><img decoding=\"async\" class=\"aligncenter  wp-image-11377\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/blg2.png\" alt=\"blg2\" width=\"1155\" height=\"473\" \/><\/a><\/p>\n<p>Below is the list of Field Description of Forum screen &#8211;<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/12345.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-11378\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/12345.jpg\" alt=\"12345\" width=\"626\" height=\"226\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">On saving the Forum record, all the attendees would be informed by triggering auto-mails from CRM. Based on the Forum Id generated, Attendees can find the Forum as shown below.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/blg3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-11379\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/blg3.png\" alt=\"blg3\" width=\"1045\" height=\"315\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Now to add the comments or response, any of the attendees can click on the Discussion tab made available right against the forum record and log their comments.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/blg4.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-11380\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/blg4.jpg\" alt=\"blg4\" width=\"1025\" height=\"344\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/blg5.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter  wp-image-11381\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/11\/blg5.jpg\" alt=\"blg5\" width=\"1007\" height=\"329\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">In this way, CRM users will be able to have their own discussion corner to discuss concerns regarding any particular case or even have any general discussions along with the provision of getting notified on creation of every forum\/discussion and maintain their chat privacy.<\/p>\n<p style=\"text-align: justify;\"><strong><em><span style=\"color: #993300;\">Also Read:<\/span><\/em><\/strong><\/p>\n<p style=\"text-align: justify;\"><span style=\"color: #993300;\"><span style=\"color: #000000;\"><strong>1.<\/strong><\/span> <span style=\"color: #000000;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/17\/customer-dashboard-with-linkedin-search\/\" target=\"_blank\">Customer Dashboard with LinkedIn search<\/a><\/span><br \/>\n<span style=\"color: #000000;\"><strong>2.<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/05\/14\/sage-crm-7-2-facebook-component\/\" target=\"_blank\">Sage CRM 7.2 Facebook Component<\/a><\/span><br \/>\n<span style=\"color: #000000;\"><strong>3.<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/19\/control-display-format-of-search-select-advanced-fields-in-sage-crm-ii\/\" target=\"_blank\">Control Display Format of Search Select Advanced fields in Sage CRM-II<\/a><\/span><br \/>\n<span style=\"color: #000000;\"><strong>4.<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/06\/23\/adding-search-select-advanced-field-on-web-order-entry-screen\/\" target=\"_blank\">Adding Search Select Advanced Field on Web Order Entry Screen<\/a><\/span><br \/>\n<span style=\"color: #000000;\"><strong>5.<\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/03\/make-your-keyword-search-more-efficient\/\" target=\"_blank\">Make your keyword search more efficient<\/a><\/span><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We all are familiar with the social networking service\/sites available nowadays, which is a platform to build social networks or social relations among people who share similar interests, activities, backgrounds etc. Been awestruck by this feature, one of our client requested for such kind of functionality within CRM. In below article, I will explain how\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/04\/chat-rooms-within-sage-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[70,152,332,342,1],"tags":[664,665,666,979,1177,1178,2308],"class_list":["post-11375","post","type-post","status-publish","format-standard","hentry","category-communication","category-feature","category-sage-crm","category-sage-crm7-3","category-uncategorized","tag-chat-rooms","tag-chatting","tag-chatting-in-sage-crm","tag-discussion","tag-forum","tag-forum-and-discussion","tag-social-netwaorking"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Chat Rooms within Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/11\/04\/chat-rooms-within-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Chat Rooms within Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"We all are familiar with the social networking service\/sites available nowadays, which is a platform to build social networks or social relations among people who share similar interests, activities, backgrounds etc. Been awestruck by this feature, one of our client requested for such kind of functionality within CRM. 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