Pings: Difference between revisions

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*when you click a ping it is removed from the Pings out list and you are brought to the entity
*when you click a ping it is removed from the Pings out list and you are brought to the entity


 
Pings are saved as communications in Sage CRM
----
To enable the “custompages/sagecrmws/web.config” file must be updated to add in
 
                              <add name="Pings" />
 
EG
<CustomPlugins>
  <plugins>
  ... 
        <add name="Pings" />
  ... 
    </plugins>
</CustomPlugins>

Latest revision as of 19:59, 8 September 2020

Pings are short messages that are created contextually and that the user can send and receive within the app

Click on "Pings" to view the list.

Pings Out are pings you sent

Pings in are pings sent to you

Open pings are pings you have not clicked yet

  • when you click a ping it is removed from the Pings out list and you are brought to the entity

Pings are saved as communications in Sage CRM