Enabling CRMMessageBlock object
Messaging needs the following system components:
- An email server configured to redirect all incoming messages originating from a specified domain to the same folder.
- An SMS gateway referring to this folder and the related mobile phone connection.
To enable the CRMMessageBlock object, log on to Sage CRM as a system administrator, go to <My Profile> | Administration | E-mail And Documents | E-mail Configuration, and then configure the following options:
- Outgoing Mail Server (SMTP). Specify the IP address of the SMTP server you want to use for sending email messages.
- SMTP User Name. Enter the user name of the account with which you want to access the SMTP server.
- SMTP Password. Enter the password for the specified access account.
- SMTP Port. Specify the SMTP port you want to use. By default, this is port 25.
- SMS Domain Name. Specify the mail domain used to hold the SMS messages, for example sms.domain.com.
- SMTP Server For SMS Messaging. Specify the SMTP server you want to use for sending SMS. You can specify a valid IP address or FQDN, such as mail.sms.domain.com.
- Use SMS Feature. Set this option to Yes to enable SMS messaging.
- SMS From Address. Specify a valid email address in the person profile.
The message details (recipients, CC, BCC, subject, body) are retrieved from the form content, if the DisplayForm property is set to true.
The properties specified in the ASP page are defaults for the first value of the entry components of the form, unless the Mode property is set to 2 (send).
The addresses specified in the form's fields can be phone numbers or email addresses (separated by a comma or semicolon). The object automatically distinguishes the mode.
The messages sent as SMS are truncated up to 160 characters, due to SMS format specifications.