Sage CRM

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…

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…

Hello! I tried to make a new rule, if a ticket or a oppprtunity is closed by a different member as the assigned user of the opportunity or the ticket, but this does not work as I want, because now we get hundreds of mails for ALL opportunities . How…

Hi everybody I'm new here this is my first post , I want to know how can I Connect my CRM to GMAIL server ? thank you

Hi, I am trying to setup a Workflow rule for Cases where if the customer does not answer the phone, when we set it to Called - No Answer, it would automatically send an email to the customer to ask them to call back. I have tried putting the To address…

I have created custom objects same as Quote and Quote items entities. In some scenarios I need to send quote details to the user and I can do the same. But not able to pull the quote items. How to pull the list of quote items and add it into email ? Is…

When sending emails from within CRM via escalation rule, you can use #recordanchor# Click here #endrecordanchor # to create a hyperlink in the email that will link to the entity record in CRM. This has apparently never worked in 7.2. It appears it…