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Creating Communications for other CRM.COM entities

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Communications related to other CRM.COM entities

As explained in Creating Communications a communication will always be related to a Contact and at the same time with a number of other CRM.COM entities, which are not mandatory to be defined, however if they are you have the option to use information saved on the specific record to communicate to the customer by 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 ways to create a communication while referring to other CRM.COM entities:

  1. Via Communication data entry page
  2. Via data entry page of the entity, by using the action "Communicate Entity"

This manual provides information on how to Communicate the entity via the entity page. 
Visit Creating Communications to find out how you can communicate the entity via Communications Data Entry page 


 

Entities that can be communicated

The following entities can be directly communicated to the customers via their data entry page by using the action "Communicate Entity":

CRM ApplicationBilling ApplicationFinance ApplicationRewards ApplicationFoundation Application
ActivitiesSubscriptionsAccounts ReceivableRewards ParticipantAccess Tokens (Automcatically via Accounts Receivable or Rewards Participants)
You cannot set the Access Token in the Referring to when creating a new communication manually.
JobsBillsPayment Gateway CardReward Award Transaction 
Service RequestsBuy in Advance RequestsPayment Gateway RequestReward Spend Transaction 
Leads Payment  
Communication (This is only in case of follow up)    
Notifications    

 

Communicate Entity Action

  1. Navigate to the module you would like to communicate
  2. Search for the record you would like to communicate to the customer
  3. Click on the link to navigate to the Data Entry Page
  4. From the Actions Menu click on Actions > "Communicate Entity"
    1. The Communication detail page opens in a modal window and the carried over information will be set in the "Referring To" tab in view mode along with the Contact in the Main Information section.

      Modal for communicating other entities
  5. Fill out the rest of the information as described in Creating Communications
  6. Click on "SAVE"

Log Communication Action

New communications can be created directly through the Communication Centre, through the log communication action, which is 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 editable.

For more information visit the Communication Centre

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