Dear Francois,

Unfortunately, it is not possible to use each email from contact or account as only 1 (primary) can be used upon Bulk Emails or Campaigns.

Best Regards,

Ivanna Yatsura.

From the Out Of The Box...That's what I thought.

Let's see if the following works : 

- If I put all my Emails in the LEAD section.

- If I CREATE a UNIQUE contact record for each LEAD (EX:    first name = Communication Profile   and  the lastname = of John Smith)

- If I CREATE 2 custom lookup fields (Ref-Contact and Ref-Account) in the LEAD Section

- For each LEAD...I assign the proper Contact/Account using the custom lookup fields

- If I CREATE a  custom lookup field in the LEAD object to categorize what I can send to that Email  (Promo, Invoice, Order confirmation, Newsletter,...)

I should now be able to create a Bulk email or Campaign,  assigning any LEADS into the audience and still have access to the CONTACT or ACCOUNT data associated to the LEAD.

The TRACKING of all Emails should be visible in the LEAD Section.

Is there anything wrong in this logic ?

Ivanna Yatsura,

Can you validate my proposal ?

Francois Breault,

You are thinking in the right direction. What you have described should work just fine.

As for the "Tracking of all emails visible in Lead Section". Could you please elaborate a bit on this question?

Max,

 I'd like to display when the contact has RECEIVED the message, OPENED it. CLICKED in a link, REGISTERED from a webform, DOWNLOADED a file.

Francois Breault,

It's possible to do this through development. 

Here is a link to the Academy article about setting up tracking of lead sources that you might find useful.

Dear Kevin,

Here is the example:

You can add the "order" attribute for every field that you need to sort to the edit page schema where the field is located.

In the following example we created the integer "UsrSorting" field in the lookup UsrTestLookup1 and copied the values from the "Name" field there. 

https://prnt.sc/kg623a

attributes: {

            "UsrTestLookup1": {

                lookupListConfig: {

                    orders: [

                        {

                            columnPath: "UsrSorting",

                            direction: Terrasoft.OrderDirection.ASC

                        }

                    ]

                }

            }

        },

The result - https://prnt.sc/kg62ci

You can try to implement the same logic to the 'Communication option types by communication type' lookup.

Regards,

Dean

That is great and I've seen that use before. However, I cannot find the correct name in order to reference the communication type lookup.

Dear Kevin,

In order to sort the communications options please do the following:

1. Create a replacing client module for the “ContactCommunicationDetail” schema.

2. Add the following code to the schema:

define("ContactCommunicationDetail", [], function(){

    return{

        methods: {

            initCommunicationTypes: function(callback){

                var esq = this.Ext.create("Terrasoft.EntitySchemaQuery", {

                        rootSchemaName: "CommunicationType",

                        isDistinct: true

                    });

                esq.addMacrosColumn(this.Terrasoft.QueryMacrosType.PRIMARY_COLUMN, "Id");

                var nameColumn = esq.addMacrosColumn(this.Terrasoft.QueryMacrosType.PRIMARY_DISPLAY_COLUMN, "Name");

                nameColumn.orderDirection = Terrasoft.OrderDirection.ASC;

                esq.addColumn("[ComTypebyCommunication:CommunicationType:Id].Communication", "CommunicationId");

                this.initCommunicationTypesFilters(esq);

                esq.getEntityCollection(function(response) {

                    if (response.success) {

                        var entityCollection = response.collection;

                        this.set("CommunicationTypes", entityCollection);

                    }

                    callback.call(this);

                }, this);

            }

        }    

    };    

});

Best regards,

Norton

Dear Kevin,

In order to group emails please open the “Communication option types” lookup https://prnt.sc/rha66n , click on the record and choose the following option https://prnt.sc/rha708 . In the opened page, please add records to the “Communication types” detail https://prnt.sc/rha8s0 . As a result, the option will be grouped https://prnt.sc/rha9p6  

Best regards,

Norton

Hi!

To add a new phone type, please open System designer → Lookups. The information you need is stored under the ‘Communication option types’ lookup.

 To add a new phone type, please click on ‘Open content’ button.

To add a new phone type, please click on New on the Communication option types tab.

Type in a name for a new record and define the section where it will be used.

After that you need to state to which communication type the new record belongs. In this case it is Phone.

To do so, please click/highlight your new record. Then press new button under the Communication types tab.

Then you need to choose the communication type – Phone and press OK.

Best regards,

Lily