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  • Attaching multiple files when creating a new email from CRM

    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…
  • Workflow Email to Customer for Cases

    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…
  • Workflow Email to Customer for Cases

    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…
  • 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…