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CRM Integration

The CRM integration of Document Dispatch enables seamless tracking of all sent documents. It records who sent which document and when. This information is traceable at any time, increasing transparency in customer interactions.

Setting Up the CRM Integration

To activate the CRM integration, please follow these steps:

  1. Navigate to the Document Dispatch Administrator Role Center.
  2. Click on the Setup tab.
  3. Open the Module Setup.
  4. In the Module Setup, enable the CRM Active field.
  5. Once the field is activated, use the search function to look for Document Dispatch Business Mapping.
  6. Open the Business Mapping. Ensure that in the Contact category, the fields Contact Name and Contact Number are correctly filled out.

Now, all sent entries are logged via the CRM integration. The CRM entries can be viewed via the respective contact or through the interaction log entries.

Warning

Please ensure that the primary contact number is stored for all customers and vendors. This is the only way to ensure that CRM entries are created and assigned correctly.