Communication Manager (BETA)

Please note that the crmSeries Communication Manager is in beta format at this time. The crmSeries Communication Manager is used to communicate with crmSeries users and in a later version, prospects, customers, vendors, and brokers. Follow the steps below to setup a Communication Manager Event. A Communication Manager Event is a defined criteria within your crmSeries system to communicate with the crmSeries users.

1. Select the username in the upper right of crmSeries, System, Admin. NOTE: The user will need System Administration rights to access the System Admin.
2. Select Data Admin, Communication Manager, Dashboard.

   

3. Select the Stored Events tab.

   

4. Select the Create New Stored Event button.

   

5. Enter a Name for the Stored Event and select the Submit Form button.

   

6. Complete the Event Form.

   

   1. Name – Name of Event
   2. Category – Ability to group events by category.
   3. Description – Broader description of the event.
   4. Module – Select from a list of available event modules.
   5. Filter – Filter the event by the data available for the module selected.
   6. Execution Options
      1. Update – The Event will fire when a record is added or updated.
      2. Add – The Event will fire when a record is added.
   7. Delivery Criteria

      

      1. Add – Add a New Delivery Criteria
         1. Active – Sets the Delivery Method as Active.
         2. Delivery Method Type – NOTE: The available options will be different based on the Delivery Method Type selected.
            1. Email – Assign Delivery based on an Email Address.
            2. Users – Select based on a crmSeries User List.
            3. Assigned Reps – Assign based on the users assigned to the Event Record.
         3. Criteria – The Criteria changes based on the Delivery Type Selected.

            

         4. Notification Type
            1. Email – Sends an email notification when the event fires.
            2. Call – Sets a Call Task when the event fires.