Feature Enhancements

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LOS Setting Update

Encompass CRM admins can now map all Encompass CRM fields, including custom fields, to Encompass fields. To support this update, the LOS Setting page has been updated with an Encompass Data Mapping panel with a table listing Encompass CRM field names and their corresponding mapped Encompass field IDs for Customer and Prospect records.

Encompass CRM fields that already synced with Encompass fields are automatically populated and displayed in this table. You can add additional fields, especially custom fields, to be included in the mapping.

This feature applies only for instances with Sync Processor (for syncing Encompass records). If you are using custom Encompass CRM fields, ensure that the corresponding Encompass fields are added to the Encompass Reporting Database before creating the mapping.

If you have added a mapping in one of tabs, say Customer tab, and the same field applies to your Prospect records and needs to be mapped, you need to update the mapping in both tabs.

  1. Log into Encompass CRM as an administrator.
  2. Click Site Admin and then click LOS Setting.
  3. Go to the Encompass Data Mapping panel.

Customer tab displays by default.

  1. Update and click Save.

  1. In the confirmation window, click OK.

  1. Click the Prospect tab to view and update mapped fields.

If you have added a mapping for a field in the Customer tab, and the same field applies for your Prospect records and needs to be mapped, you need to update the mapping in the Prospect tab.

  1. Click Save, and then click OK.
ECRME-1007

Premium Emails

Prior to this release, the History tab of a contact updated with the following when Premium Emails were selected in the Action tab for the contact:

  • When a template was saved, the History tab updated to display a send action
  • When an email was sent, the History tab did not update to display the action

With this release:

  • The Save button on the top of the Action page has been removed, and Save Notes and Save Follow-Up buttons added to the Notes and Follow Up Options panels. When you enter data in the Notes and/or Follow Up Options panels and save them, the History tab updates with details such as date, log type of the action, and contents of the note.
  • The History tab updates with a Send entry only when the Send Email button is clicked within a template.
  1. Go to the Contact Details page, and click the Action tab.

  1. In the Marketing panel, ensure that for the Send via field, Premium Email is selected.
  2. For the Template field, select an email template from the drop-down list, and click the Generate button.

  1. Click the Send Email button.

  1. In the confirmation window, click OK.

  1. Click the History tab.

  1. Note that the History tab updates with the Send Premium Email entry.

  1. On the Contact Details page, click the Action tab.

  1. Ensure that Premium Email is selected in the Send via field.

  1. Go to the Notes field, type a note and click the Save Notes button.

  1. Wait for the page to refresh and then click the History tab.

  1. The History tab is updated with the Notes entry.

  1. On the Contact Details page, click the Action button.

  1. Ensure that Premium Email is selected in the Send via field.

  1. Go to the Follow Up Options panel, and click inside the Follow Up on field.

  1. Select a date from the calendar.

  1. Click the Save Follow Up button.

  1. Wait for the page to refresh and click the History tab.

  1. The Follow-Up entry is logged in the History tab.

ECRME-1127

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