by CRM Ninjas

Have conversations about any record in Suite CRM just like on Facebook or any social network.

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User Guide

Getting Started
Once you have installed the module, got the the Admin section of SuiteCRM, and scroll down to the section called "Social Collaboration Ninja"
Configure Mail Settings - Social Collaboration Ninja.PNG
This above section will control how Social Collaboration Ninja handles comment notifications in email.

Configuring Notifications
When you click on the notification settings, you will have a panel of checkbox options where you can identify what users will be notified when a comment is made with them included, and/or when a user owns a record where a comment was added. When you click into the configuration, you will see the following options:
Configure Mail Settings v2 - Social Collaboration Ninja.PNG

Email Notification Options
- Send mail when someone comments - This option will send email notifications when a user comments.
- Send mail to the user who owns the record - This option will send email notifications to the user who owns the record when a comment is made.
- Send mail when owner replies - When the owner of a record replies, this will notify the initial creator of the reply thread.
- Send when a user is mentioned - This will send a notification to the user that is mentioned in a comment when the "@" sign is used.

Making a comment
As a user you will see a comments collaboration panel in each record in CRM. Underneath this panel you can type in your comments, and click comment to post your comment. Just like in Facebook, you can also use the "@" symbol to notify other users in your CRM system and bring them to the record in question. When a user does this, the other user will get an email notification.
Project Management Thread - Social Collaboration Ninja.PNG

  1. rebeccamilan member avatar

    rebeccamilan

    2 years ago

    This is the first guide to the use of the site, which I really understand. You have educational content, I like it. Of course, I would also like to see on your site coursework help service. I understand that this does not apply to the subject matter of your site. Then I would just "live" on your site. Maybe you still think?

  2. Dinsi member avatar

    Commune de Vincennes Verified Purchase

    5 days ago

    Hello,

    I would like to add the id of the parent request in each comment.
    My goal is to trigger an automatic action if a request has received feedback via the chat.
    For example: If I attach the social network module to the task module of suitecrm.
    I would like when an agent responds to the task via the social network the status of the task to change.
    For the status change I will use the triggers from suitecrm.

    Thanks you.

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