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…
A customer had a requirement from their sales users to be able to filter the communication screen to show all Emails, both inbound and outbound.
You can see below that I have managed this by creating the option to filter 'Emails Only'.
Emails get…
Below is some example C# code that shows how to add a communication of type "Task" using the SOAP web service interface.
ewarebase[] CRMBase = new ewarebase[1];
communication newTask = new communication();
newTask.action = "ToDo";
newTask.type = …
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…
Hi,
I've been looking at creating an escalation rule that will send an email notification to the user that created the communication to inform them that their task is overdue.
I can't seem to get this to work however. I've taken the pre-built 'Communication…
