• Duplicated lines in Lead communication

    Hi all, I have a workflow where I send emails on action. Looking into the communication list, the email log seems to be duplicated. Looking into the table Communication, the row content are the same but the Comm_CommunicationId is different. Is this…
  • Can I use CRM escalation to send out an email that is currently filed as a communication with it's filed attachment?

    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…
  • Daily Email for Tasks

    Hello, Is there any method to make CRM send an email/report to all users on CRM every morning that lists all the communications assigned to them for that day? I figured an escalation rule with an email, but if I put on communication fields, I'm…
  • Sage CRM gives error "Unexpected Event occurred" while filing emails with smile characters(emojis)

    One of our client is having problem filing an email with emoji characters. I cannot see any resolution for this issue. Help needed as soon as possible.
  • Email Manager Service

    Hi All We have a client using the Email Manager Service and they have encountered a couple of issues. The first being when a new email is sent to the dedicated support mailbox the system creates a new Case record for the existing customer and records…
  • Integrating Quotes into the Workflow process.

    Hello, I am looking to integrate the creation of new quotes from the opportunity workflow (or other workflow). Also in this, I would like to be able to directly send an e-mail that includes the quote information, pricing, items, etc. I am currently…