• Sage CRM reply to email with template deletes original email body / thread

    Hello, Wonder if anyone can assist or advise: When using inbuilt Sage CRM email client to reply to received email email, click reply> select template which is inserted but results in the original email body / thread of history being deleted/replaced…
  • Send email from Sage CRM using personal email and record it as communication

    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…
  • Email Attach to Sage CRM

    Hi, Having an issue with emails attaching to our sage crm, in the log file it has the following: 2014-11-04 11:03:16.759> **************************End of RulesScript.******************* 2014-11-04 11:03:16.759> **************************about to…
  • Email error - socket error # 10054

    We've been seeing this message in our email manager logs recently: Exception connecting to Mail Server: Socket Error # 10054 Connection reset by peer. It started a couple of weeks ago, with no obvious cause. Nothing in the event logs, no bad inbound…
  • How to send a confirmation mail to customer by custom workflow when create a case ?

    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
  • File email in CRM from Outlook

    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…