Sage CRM

When sending an email from an order, the "To" field automatically defaults to the customer's email when sending the email from the communications tab. Is it possible to default to another email address after selecting a specific email template? During…

In the communications table we have comm_note and comm_email. If the comm type is email, the details go into comm_email otherwise it goes into comm_note. All well and good. A customer of mine has a good reason to want to see the notes in a list. The communication…

I am trying to create a notification to alert users when a new opportunity is created via email. The notification works as expected, however it continues to fire every time the escalation service runs. Traditionally we have achieved the same result with…

Hi all Was having an issue with installing the Outlook plugin (for filing emails in V7.1I) but got above error message. --- Solution is to FULLY remove the Plug in - As below: 1.Close Internet Explorer and Outlook 2.Uninstall the plugin via…

Hi All, Where the emails details will be stored which are sent through escalation rule ? I am sending reminder emails every day using escalation rule but I am not able to trace all the email which I sent previously.

I have CRM configured to send emails using the Windows SMTP service. It works just fine. I have an escalation set up that will send an email to #pers_emailaddress# when a new opportunity is added. The actual rules are that when a particular field value…