There is no history of a letter being sent to a customer. Sage used to record the type of letter but not a copy of the actual letter. WIth dynamic content in the letter s set it is important to retain a copy of the letter that was sent to refer back to…
Hi
I have a partner who is looking to see if it is possible to see a read receipt from an SMS message(sent from CRM using a provider such as Clickatell) in the communications tab.
Thanks
Emmet
I am creating a new exchange server connection between Sage CRM 7.2 and Outlook2010 where i have to provide 4 pieces of information.
Exchange Web Service URL: https://remote.crm-software.ie
Exchange Server User Name: current name of the windows logon…
Hi,
One of our customer ask us more security on communications.
They don't want the sales representatives can see the calender of other users.
My idea was:
- Create a territory for each sales rep.( Like in demo database: Hans Muller in Holland…
