Sage CRM

Client is using Sage CRM 2023R1 and using new email import from exchange. Never had an issue prior but now CRM will not allow import of PDF file saying that it is restricted. We checked the setting to "Allow file name extensions for upload" and pdf is…

Hi All, I've searched the discussion and cannot find anything on this. we have recently upgraded to Sage CRM 2022 R2, since upgrading i can no longer see the 'send via outlook' button when it comes to sending emails from CRM. We would like to use this…

Is there going to be an import emails button added to cases as it's on Opportunities but not on cases, leads, orders or quotes could it be added in a future release of CRM?

Is it possible to add the email To field into the new Import email screens in CRM, customer is wanting to add it to the list for the Sent Items? Thanks

Using CRM 2022R2 and Office365. Have setup email templates for employees to use when sending emails. Started having all emails being received as junk or not being received at all. Emails were being classified as junk by recipient email servers. After…

Hi all, I'm new to CRM so was wondering what the issue is here? I don't need a trigger, it must just execute when this workflow step is clicked. Thanks in advance for the help.

Help please! I need help determining where the system stores the view associated with workflow emails for leads. One of my collegues created a custom workflow to be used for leads. When I attempt to add fields to email created within a workflow, I only…

Hi All, What would be (if possible) the best way to have CRM automatically send an email out to a set address when someone: Reassigns an opportunity or Changes the status and stage on an opportunity? This would be going to the same email address…

Help please! I need to send an email to a list of recipients based on a query. The intended recipients can change over time. Therefore, I have created a list within the system so that emails can be added or removed at any time by users that have access…

We are having an issue where users are copying data from another source like excel and pasting it into the search but there is an extra space at the end of the string, so the search results show 0 results. For example a user will paste '[email protected]…

I am using Sage CRM 2020 R1. I am using the email manager service to pick up emails and create a communication in CRM. Every email has attachments. Depending on some logic, I want to be able to send the email and attachment out to another recipient…

I have seen this asked before, and I am assuming the answer is still no, but perhaps someone has a workaround. One of my clients workflow actions in Opportunity to send an email for a quote request. They want that functionality in the Mobile site through…

Help please! I am trying to determine if what I am seeing in Sage CRM 2021 R1 is a bug or if this is how the system currently works through to 2022. Here is my issues....Leads are generated when companies express interest in a particular software being…

Is it possible to generate and email reports out of Sage CRM on a recurring basis? Sage CRM will be used by members of the sales team. However, it appears that management wants to be able to send automated reports to members of the sales team along…

Hi, I need to export the communications from our CRM; since we have Tableau linked to Sage, I grab the data from Tableau. However, the html communications are just coming over as an html block, unless they're very short. Can someone tell me how I…

when i trying to export aged report to excel iam facing this error message 'an un expected error occured while copying your report tomicrosoft excel please try again' how to resole it please help me

Hi all, how do I send email personally from my own email that is linked to my CRM username, and record it as one of my communication? For example: from my Case ABC, I go to communication, I want to send email, but the sender should be my own email…

Hi Many moons ago, setting up emailing from CRM was easy. Most people used Internal SMTP and it worked. I didn't because I felt that was only good for demo purposes. I used CDONTS. All that required was installing SMTP service in Windows and then configuring…

Hi, does anyone know a way of adding multiple files to a CRM email? At the moment the customer clicks new email, selects their template and then has to click on the magnifying glass, browse to the file and then upload. However, they cannot select multiple…

Hi All, How to make the phone number and Email mandatory while creating a company? Base on some post in the community, I tried to add a table script level checking as below. if (!FormValues("fieldname")) { Valid = false; ErrorStr = "Field…

Hi All, Sending an Email out of CRM New Email->Send works perfect while workflow emails are not sending including Re assign. It was working before. No idea what happened. It gives an error as follows Any Help?

Hi All, While sending emails by users other than system administrator (the email id used for office 365)an error appears. Upon checking the log the following error is encountered. "SMTP: Could not send message. This may be due to AUTH not being supported…

When trying to send email via SMTP relay I get the following error: Apr 6 2020 14:06:28.720 315464 342676 5 SMTP: Could not send message. This may be due to AUTH not being supported by the MTA, no supported authentication methods being available, or…

Hi All, Is there a way to create/configure an email notification send out to administrator or person in charge that will be triggered upon data is being exported or report being generated?

Hi, Please i need urgent help i have never been able to get email sent out of CRM I get this error I am using gmail server as test hostserver smtp.gmail.com port 25 2019-09-26 12:46:33.313> Mailbox: [email protected] 2019-09-26 12:46:33.315…