{"id":3216,"date":"2012-12-24T06:01:53","date_gmt":"2012-12-24T06:01:53","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=3216"},"modified":"2012-12-24T06:01:53","modified_gmt":"2012-12-24T06:01:53","slug":"sending-email-in-crm-through-com-api-and-creating-email-out-communication","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/12\/24\/sending-email-in-crm-through-com-api-and-creating-email-out-communication\/","title":{"rendered":"Sending email in CRM through COM API and creating email out communication"},"content":{"rendered":"

As we all know communications are the backbone of any industry in the world. We all send and receive emails on daily basis. The process of sending mails automated will definitely shade our daily workload. Though, this process cannot be automated as a whole, but surely for the processes that need mails to be sent on a particular event or trigger. For example, if the business process needs to send a mail as soon as a user is registered for some kind of service, the log in credentials is changed etc. The same functionality can be built in the Sage CRM.
\nOne of our clients had a requirement, the CRM user should get an automated email in the below scenarios:<\/p>\n

    \n
  1. User is enabled for the CRM self-service portal, to inform the user with the same.<\/li>\n
  2. The login credentials are changed of the respective user, along with the changed credentials.<\/li>\n
  3. The communication should get created in the CRM against the out bound email as it is sent.<\/li>\n<\/ol>\n

    We have implemented the same at our end. Please allow me to explain in more detail. You just need to send the parameters to the below function as mentioned and mail will be sent automatically. Here is the list of parameters.<\/p>\n

      \n
    1. pm_EmailAddress = Email Address to which mail needs to be send.<\/li>\n
    2. pm_FullName = Full Name of the Person.<\/li>\n
    3. pm_MsgBody = Message content<\/li>\n
    4. pm_Subject = Subject line that needs to be in the mail.<\/li>\n<\/ol>\n

      Of course you need to have email out functionality enable from within Sage CRM.
      \nfunction fn_SendEmail(pm_EmailAddress,pm_FullName,pm_MsgBody,pm_Subject)<\/em>
      \n{<\/em>
      \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var myMailObject = eWare.GetBlock(“messageblock”);<\/em>
      \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 myMailObject.DisplayForm = false;<\/em>
      \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 myMailObject.mSubject = pm_Subject;<\/em>
      \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 myMailObject.mBody = pm_MsgBody;<\/em>
      \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 myMailObject.mAddressFrom = “support@sage.com”;<\/em>
      \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 myMailObject.mNameFrom = “Sage”;\u00a0\u00a0\u00a0\u00a0 <\/em>
      \n\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 myMailObject.AddRecipient(pm_EmailAddress,pm_FullName,”TO”);<\/em>
      \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 myMailObject.Mode = 2; \/\/Set Mode to send(2) message is sent immediately.<\/em>
      \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 myMailObject.Execute();<\/em>
      \n}<\/em>
      \nRegarding creation of communication, you can make use of below function. Here you need to follow the below parameters.<\/p>\n

        \n
      1. pmPersonid =\u00a0 Person Id for whom communication needs to be created.<\/li>\n
      2. pmCompanyid =\u00a0 Company Id for whom communication needs to be created.<\/li>\n
      3. pm_Sumbject = Subject line that needs to be in the mail.<\/li>\n
      4. pm_EmailAddress = Email Address to which mail needs to be sent.<\/li>\n<\/ol>\n

        function CreateCommunication(pmPersonid,pmCompanyid,pm_Sumbject,pm_EmailAddress)<\/em>
        \n{<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var sCurrentdate=new Date()\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/em>
        \n\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 var sCommId=”0″;<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var sUserId=”0″;<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 sUserId = new String(eWare.GetContextInfo(“User”,”user_userid”));<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 if(sUserId==”” || sUserId==”undefined” || sUserId==”null”) sUserId=””;<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \/\/’if the mail is send create the communication<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var sCommRec = eWare.CreateRecord(“communication”);<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 sCommRec.comm_action =”EmailOut”;<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 sCommRec.Comm_Status =”Complete”<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 sCommRec.comm_subject = pm_Sumbject;<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 sCommRec.Comm_TO = pm_EmailAddress;<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 sCommRec.Comm_DateTime = sCurrentdate.getVarDate();<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 sCommRec.SaveChanges();<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \/\/’get the communication id from the above record created<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 sCommId = new String(sCommRec(“Comm_CommunicationId”));<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 if(sCommId==”” || sCommId==”NULL” ||sCommId==”undefined”)sCommId=”0″;<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 <\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \/\/’Also create the record in the communocation link<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 var sCommLinkRec = eWare.CreateRecord(“Comm_Link”);<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 sCommLinkRec.CmLi_Comm_CommunicationId = sCommId;<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 sCommLinkRec.CmLi_Comm_CompanyId = pmCompanyid;<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 sCommLinkRec.CmLi_Comm_PersonId = pmPersonid;<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 sCommLinkRec.CmLi_Comm_UserId = sUserId;<\/em>
        \n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 sCommLinkRec.SaveChanges();<\/em>
        \n}<\/em>
        \nYou can make use of the above functions in any ASP page or TLS to achieve the mentioned functionality. Hope this helps!<\/p>\n","protected":false},"excerpt":{"rendered":"

        As we all know communications are the backbone of any industry in the world. We all send and receive emails on daily basis. The process of sending mails automated will definitely shade our daily workload. Though, this process cannot be automated as a whole, but surely for the processes that need mails to be sent\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[70,131,332],"tags":[],"class_list":["post-3216","post","type-post","status-publish","format-standard","hentry","category-communication","category-email","category-sage-crm"],"yoast_head":"\nSending email in CRM through COM API and creating email out communication - 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\/2012\/12\/24\/sending-email-in-crm-through-com-api-and-creating-email-out-communication\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sending email in CRM through COM API and creating email out communication - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As we all know communications are the backbone of any industry in the world. 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