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  • Can I use CRM escalation to send out an email that is currently filed as a communication with it's filed attachment?

    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…
  • An approach to recording completed marketing communications sent by an external system

    A customer uses an external system to generate marketing emails to contacts. These contacts exist as records in their accounting system that is integrated with Sage CRM. This means that the contact exists in both Sage CRM and the Sage BMS but because…
  • Adding a selection list of Person email addresses to the Email screen

    When sending emails from within CRM it's sometimes useful to be able to add in multiple people from the associated Company. To do this you can (this example uses sdata): 1) Create a view on the system to expose the necessary person information. 2…
  • Checking Progress in Mass Emails

    In Sage CRM you are able to send mass emails from either the Search screens or from the Group screens via the email button. For example if you logon as the System Administrator you will be able to navigate to the person find screen and search for people…
  • Daily Email for Tasks

    Hello, Is there any method to make CRM send an email/report to all users on CRM every morning that lists all the communications assigned to them for that day? I figured an escalation rule with an email, but if I put on communication fields, I'm…
  • Sage CRM gives error "Unexpected Event occurred" while filing emails with smile characters(emojis)

    One of our client is having problem filing an email with emoji characters. I cannot see any resolution for this issue. Help needed as soon as possible.
  • 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…
  • Integrating Quotes into the Workflow process.

    Hello, I am looking to integrate the creation of new quotes from the opportunity workflow (or other workflow). Also in this, I would like to be able to directly send an e-mail that includes the quote information, pricing, items, etc. I am currently…