{"id":13618,"date":"2016-12-27T06:36:47","date_gmt":"2016-12-27T06:36:47","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=13618"},"modified":"2016-12-27T06:36:47","modified_gmt":"2016-12-27T06:36:47","slug":"company-and-person-tagging-in-email-in-and-out-communications","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/12\/27\/company-and-person-tagging-in-email-in-and-out-communications\/","title":{"rendered":"Company and Person Tagging in Email In and Out communications"},"content":{"rendered":"

In this blog, we will be looking at a solution which will allow system to tag\/link Company and Person against those email addresses which are not available in CRM. Let me explain this with an example.
\nSuppose, we have a Person associated with Greytrix Company in CRM which has 2 email addresses added against him. See below screenshot.
\nNew Stuff<\/strong>:\u00a0Sage CRM Business Manager<\/a>
\n\"IMG1\"<\/a>
\nNow, CRM will automatically tag\/link Company and Person; when we send any email to this person or receive emails from his registered email address. This linking can be seen on every communication list available against respective entities such as Cases, Opportunity, MY CRM , Team CRM etc.
\n\"Image2\"<\/a>
\n 
\n\"image3\"<\/a>
\n 
\nBut, when this person send or receive any email communication on a new email address which is not available in CRM then system by default will only create a communication record in CRM. Here, in such communications Company and Person linking will not be available. This becomes difficult for users to identify the correct email. See below screenshot.
\n\"image4\"<\/a>
\nTo simplify this, we have created a trigger which will resolve this problem and display the proper linking.\u00a0\u00a0 Below is the trigger for your reference.
\nALTER trigger [dbo].[UpdateCommLink] on [dbo].[Comm_Link]
\nafter insert
\nas
\nDeclare @Commid int
\nDeclare @Flag int
\nDeclare @Action varchar(100)
\nDeclare @Opportunityid int
\nDeclare @CaseID int
\nDeclare @Companyid int
\nDeclare @Personid int
\nDeclare @CMLiCommID int
\nselect @CMLiCommID=CmLi_Comm_CommunicationId from inserted
\nselect @Commid=Comm_CommunicationId,@Opportunityid=Comm_OpportunityId,@CaseID=Comm_CaseId ,@Action=Comm_Action FROM Communication where Comm_CommunicationId=@CMLiCommID
\nif(@Action=’EmailOut’ and @Opportunityid is not null)
\nbegin
\nselect @Companyid=Oppo_PrimaryCompanyId,@Personid=Oppo_PrimaryPersonId from Opportunity (nolock) where Oppo_Deleted is null and Oppo_OpportunityId=@Opportunityid
\nupdate Comm_Link set CmLi_Comm_CompanyId=@Companyid , CmLi_Comm_PersonId=@Personid where CmLi_Comm_CommunicationId=@Commid and CmLi_Comm_CompanyId is null and CmLi_Comm_PersonId is null
\nend
\nif(@Action=’EmailOut’ and @CaseID is not null)
\nbegin
\nselect @Companyid=Case_PrimaryCompanyId,@Personid=Case_PrimaryPersonId from Cases (nolock) where Case_Deleted is null and Case_CaseId=@CaseID
\nupdate Comm_Link set CmLi_Comm_CompanyId=@Companyid , CmLi_Comm_PersonId=@Personid where CmLi_Comm_CommunicationId=@Commid and CmLi_Comm_CompanyId is null and CmLi_Comm_PersonId is null
\nend
\nHope this helps!
\nAlso Read:<\/strong>
\n1.Print Icon on Email Summary Screen <\/a>
\n2.How the Phone, Email and Address Types are maintained in Sage CRM?<\/a>
\n3.Provision to filter Emails Only in CRM<\/a>
\n4.Notify Task Creator with Email notification when Task is completed<\/a>
\n5.How to control Email Forward and Reply Translations<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In this blog, we will be looking at a solution which will allow system to tag\/link Company and Person against those email addresses which are not available in CRM. Let me explain this with an example. Suppose, we have a Person associated with Greytrix Company in CRM which has 2 email addresses added against him.\u2026 Read More »<\/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":[70,71,131,132,133,156,332],"tags":[1530,2472],"class_list":["post-13618","post","type-post","status-publish","format-standard","hentry","category-communication","category-company","category-email","category-email-inbound","category-email-server","category-file-email","category-sage-crm","tag-linking","tag-trigger"],"yoast_head":"\nCompany and Person Tagging in Email In and Out communications - 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\/2016\/12\/27\/company-and-person-tagging-in-email-in-and-out-communications\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Company and Person Tagging in Email In and Out communications - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In this blog, we will be looking at a solution which will allow system to tag\/link Company and Person against those email addresses which are not available in CRM. 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