Back to Communications Main Page
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Find out how you can create communications Learn to create Communications related to other CRM.COM modules. |
What does this section cover?As explained in Creating Communications a communication will always be related to a Contact and at the same time established in /wiki/spaces/WIP/pages/10008334, a Communication is always associated with a Contact Information concurrently with a number of other optional CRM.COM entities, which are not mandatory to be defined, however if they are you have the option to use (Referring To) entities; if the entities are defined, information saved on the specific record can be used to communicate be communicated to the customer by using using Communication Tags. Use of Communication tags is closely related to the Referring To entity and Communicate Entity action as only communication tags, of Referring To entities can be used when creating a communication apart from plain text.
There are 2 two ways to create a communication Communication while referring referring to other CRM.COM entities:
- Via Communication data entry pagethe Communications Data Entry page.
- Via data entry page of the entity's Data Entry page, by using the action " Communicate Entity"Entity Action.
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This manual provides information on how to Communicate the entity via the entity's Data Entry page.
Visit Creating View Managing Communications to find out how you can learn to communicate the entity via the Communications Data Entry page page. |
Entities that can be communicated
The following entities can be directly communicated to the customers via their data entry the respective entity Data Entry page by using the action "Communicate Entity":the Communicate Entity Action.
| CRM Application | Billing Application | Finance Application | Rewards Application | Foundation Application |
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- Activities
- Jobs
- Service Requests
- Leads
- Communications (in case of Follow-up)
- Notifications
| - Subscriptions
- Bills
- Buy In Advance Requests
| - Accounts Receivable
- Payment Gateway Cards
- Payment Gateway Requests
- Payment
| - Rewards Participant
- Award Transaction
- Spend Transaction
| Automcatically - Automatically via Accounts Receivable or Rewards Participants)
You cannot set the - The Access Token in the Referring
to - To cannot be set when creating a new
communication | Jobs | Bills | Payment Gateway Card | Reward Award Transaction |
Service Requests | Buy in Advance Requests | Payment Gateway RequestReward Spend Transaction | | | Leads | | Payment | | |
| Communication (This is only in case of follow up) | | | | |
| Notifications | | | | |
Communicate Entity Action
- Navigate to the module that you would like to communicate.
- Search for for the record you would like to communicate to the customer Click and click on the its link to navigate to the Data Entry Pagepage.
- From the Actions Menu click on Actions on Actions > " Communicate Entity".
- The Communication detail Data Entry page opens in a modal window and the carried over information will be is set in the "the 'Referring To"' tab in view mode along , together with the Contact in the Main Information section.
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- Fill out the rest of the information as described in Creating Managing Communications.
- Click on "SAVE".
Log Communication Action
New communications Communications can be created directly through from the Communication Centre, through the log communication action, which is by using the Log Communication Action, available in the Communication Centre's action panel. The log communication action needs to be enabled through the active Communication Centre definitions in order to be able to use it and is available only if a specific contact information was already selected.On creating a new communication the contact information is automatically set, based on the contact information that was already selected, and is not editableAction panel. In order for the Log Communication Action to be available it must be enabled through the 'Active' Communication Centre Definitions and requires a specific Contact Information to be already selected.
The Contact Information is automatically set when creating a new Communication, based on the Contact loaded in the Communication Centre.
For more information visit the Communication Centre.