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  • How to send a confirmation mail to customer by custom workflow when create a case ?

    Hello everyone. Could everyone tell me how to custom workflow to send a confirmation mail to person after create a case ? I'm new to sage CRM. Please guide me some on it. Best Regards, /Sokheng
  • File email in CRM from Outlook

    I am getting an error when I try to File an email inot CRM from Outlook. Everything works fine if I just click on "File e-mail" and then on the "File email" button, hoever if I try to modify the "File e-mail(s) against the following taget(s)" I am getting…