Any customization work in Sage CRM around email addresses needs careful thought. The complete data that makes up a "Company" consists of a company record, a default person record and a default address. Both the company and the default contact will have email addresses associated with them.
Customer Email address data is held in a separate Email table and although the structure is flexible it pays to study how the data is joined to the company and person records. Below are some essential articles that may help you understand the way in which Customer and User email data is used in Sage CRM.
General
- Email and Phone Numbers in CRM
- Enforcing unique email addresses, Mailchimp improvements and identity matching
- Duplicate email detection
- Using Address, Email and Phone data in Quick Find
- Using the Internal E-mail client to send e-mails to Multiple Contacts in Sage CRM
- Read Receipt for Email Sent from Sage CRM
- Checking Progress in Mass Emails
- The eMail Object used by the Advanced E-mail Manager (Mail Manager)
- Validating Phone Numbers and Email Addresses
Web Services
- Adding Emails and EmailLink records using SOAP web services.
- Finding Person Records by Email Address using SOAP web services in Sage CRM
- Person Type and Address Type in Web Services
Workflow
- Special Address Options/Merge Codes used in the "Sending E-mail" Workflow Action
- Using Workflow to Simplify the Sending of an Email to a Customer
User Email Addresses