Create a Macro

Create a Macro

You can create macros for individual modules and manage them. The macros that you create can be shared with other users in your organization's CRM account.

To create a macro

  1. Click the [Module] tab for which you want to create a macro.
  2. In the Module's Home page, click Run Macro > Create Macro.
  3. In the Create Macro page, specify a Name and Description for the Macro.
  4. Under Actions, do the following:
    • Choose an Email Template from the drop-down list.
      The selected email template will be used to send emails to the records when a macro is run.
    • Choose a Field and specify a value for it.
      The field will be updated with the specified value when a macro is run. 
    • Click Add Task. Specify the task related details like Subject, Due Date, Status, Priority, etc. and click Add.
  5. Select Allow other users to use this Macro checkbox to share the macro with other users.
    If you require your peers to execute the macro you have created on some of their records as well, you can simply share your macro with them.
    • Select Users, Groups or Roles from the drop-down list.
      The list of users will be available.
    • Click Select corresponding to the user.
      Alternatively, you can also select All Users.
  6. Click Create.

Note

  • In each macro, you can configure 1 email, 3 tasks, and 3 field updates. The action once created, cannot be edited. In case of any change, you need to delete the action and create again.
  • When you share a macro with other users, even if they originally do not have the permissions in their user profiles to perform the actions listed in the macro, they will be able to execute the macro on records.

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