Sagecrmw at 23:35, 20 December 2024

2024-12-20T23:35:03Z

← Older revision		Revision as of 00:35, 21 December 2024
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	You could also opt to update vCRMTogetherOpportunity to include the “oppo_projectno” field (but when you update Accelerator and re-apply the metadata you must remember to apply your update again.		You could also opt to update vCRMTogetherOpportunity to include the “oppo_projectno” field (but when you update Accelerator and re-apply the metadata you must remember to apply your update again.
	<add key="opportunity_summaryview" value="vsummaryopportunity" />		<add key="opportunity_summaryview" value="vsummaryopportunity" />

			Note: Entity translations are not used, the key must have the actual table name in it.

Sagecrmw at 16:16, 29 September 2023

2023-09-29T16:16:48Z

← Older revision		Revision as of 17:16, 29 September 2023
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	----		----
			Please review this video for a complete explanation on the power of tagging with Accelerator https://vimeo.com/869527759

	----		----

Sagecrmw: Created page with "Tagging emails allows us to associate emails with something other than the person,company or lead (matched on email address). Normally matching works as per https://accelerator.crmtogether.com/index.php?title=Email_Matching ---- ---- Optional way of customising the tagging so different companies with Accelerator don't clash on tags. WE RECOMMEND THIS DONE ON A NEW INSTALL Update the web.config setting with a prefix and suffix separated by a comma Default <..."

2023-06-22T11:54:00Z

Created page with "Tagging emails allows us to associate emails with something other than the person,company or lead (matched on email address). Normally matching works as per https://accelerator.crmtogether.com/index.php?title=Email_Matching ---- ---- Optional way of customising the tagging so different companies with Accelerator don't clash on tags. WE RECOMMEND THIS DONE ON A NEW INSTALL Update the web.config setting with a prefix and suffix separated by a comma Default <..."

New page

Tagging emails allows us to associate emails with something other than the person,company or lead (matched on email address).

Normally matching works as per
https://accelerator.crmtogether.com/index.php?title=Email_Matching

----

----

Optional way of customising the tagging so different companies with Accelerator don't clash on tags.

WE RECOMMEND THIS DONE ON A NEW INSTALL

Update the web.config setting with a prefix and suffix separated by a comma

Default

<add key="tagPrefixSuffix" value="Ref:#,#" />

EG

<add key="tagPrefixSuffix" value="Ref:(,)" />

----

Notifications and tagging

If you wish to put the tags on notification emails then you need to use the code map as follows

"Lead":"AA";
"Cases":"BB";
"Company":"NN";
"Person":"II";
"Opportunity":"YY";
",":"X";
"1":"M";
"2":"D";
"3":"Z";
"4":"R";
"5":"T";
"6":"U";
"7":"K";
"8":"P";
"9":"F";
"0":"L";
So for Opportunityid = 14782
The code would be
#YYXMRKPD#
And unencoded
#Opportunity,14782#

#cmli_comm_personid# in CRM templates/notifications actually give you the person name but we want the value. To get the value you must edit the view and alias the field
https://community.sagecrm.com/user_community/f/84/t/10464.aspx

So to code for a person you would set it up as follows (assuming your tags use Ref:[…] structure)
Ref:[Person,#cmli_comm_personid#]

----

How to add a custom field as the tag (in this example we create a field on opportunity called 'oppo_projectno')

Set up the subject fields with the new field
<add key="opportunity_subjectfields" value="Opportunity,oppo_projectno" />

'''These fields should contain unique values'''

Tell the system not to code the tag
<add key="opportunity_codetag" value="false" />

The data comes from the view here
<add key="opportunity_summaryview" value="vCRMTogetherOpportunity" />

You can change this to us “vsummaryopportunity”.
The reason we use “vCRMTogetherOpportunity” is because it returns less data and so is quicker.
You could also opt to update vCRMTogetherOpportunity to include the “oppo_projectno” field (but when you update Accelerator and re-apply the metadata you must remember to apply your update again.
<add key="opportunity_summaryview" value="vsummaryopportunity" />

Tagging - Revision history

Sagecrmw at 23:35, 20 December 2024

Sagecrmw at 16:16, 29 September 2023