Sage CRM

I know it's possible to have a nested table in eg a merge to a pdf using a Word document template. Is it possible to do the same when doing a mass-email merge? Or alternatively, is it possible to attach merged pdf documents to a mass email (the pdfs…

I have an Escalation set to fire off an email when a new order is placed. Its running from the Opportunity table. It should be sending to the Primary Account Manager on the Company & then CC'ing 2 managers; I am BCC'ing myself to test. The 2 managers…

In the older versions, a simple way to add more then one person from CRM to an E-mail was to use the E-mail window pop-out option in your Preferences and, click the E-mail address from a Person record which submits into the To field of the popped E-mail…

We are running Sage CRM 7.2, Hosted Exchange. I am trying to get the email portion up and working. I think my best approach would be to allow our Sales Reps to enter emails from within the Communications tab (and have them all logged there), as well…

Hello, Does anyone know if there is a way to customize the Email Out Communication Screen. Any help would be appreciated. Thanks.

Hello everyone. Could everyone tell me how to custom workflow to send a confirmation mail to person after create a case ? I'm new to sage CRM. Please guide me some on it. Best Regards, /Sokheng

I am getting an error when I try to File an email inot CRM from Outlook. Everything works fine if I just click on "File e-mail" and then on the "File email" button, hoever if I try to modify the "File e-mail(s) against the following taget(s)" I am getting…