Stephen Wade said:
Whichever company data set my customer opens, if they go to Email Defaults the same email server settings are displayed, obviously these would then have to be applied to e.g. invoice layouts, but they might not see the folder containing…
we use the email invoice service within sage 50 but your are tied to using one account eg [email protected] could an option be added to send invoice from invoices.com and remittances from remittances.com instead of using one account for all
Hi Folks
I think I must be missing something obvious here, but none of the email, reports, letters etc etc that get sent from within our Sage 50 add the users Outlook signature to the email. I assumed that the users Outlook signature, which appears…
When sending invoices to clients, often I need to send additional information (such as warranty documents). It would be great if I could attach those additional documents to the invoice in Sage and send them together.
Looking back through previous comments, I see that a request for a 64 Bit release has been asked many time. I want to add my voice to this chorus. In that we use 64 bit MS Office, I am unable to use the Outlook integration to send invoices and must use…
Hola,
Al enviar facturas directamente por email desde SAGE 50 el PDF que genera para el envío por email, me borra el nombre de empresa, se borran los artículos y descripciones solo se ve el importe final.
Alguien le ha pasado?,
Gracias,
Saludos…
Client is using Sage CRM 2023R1 and using new email import from exchange. Never had an issue prior but now CRM will not allow import of PDF file saying that it is restricted. We checked the setting to "Allow file name extensions for upload" and pdf is…
Bonjour à tous,
Sous Sage100 cloud hébergé je cherche à changer l'email d'envoi sous Outlook. En effet lors de la création du pont entre Sage et Office 365 j'ai du m'identifier avec un email en @omnicrosoft.com et c'est d cet email que partent désormais…
Hi All,
I've searched the discussion and cannot find anything on this. we have recently upgraded to Sage CRM 2022 R2, since upgrading i can no longer see the 'send via outlook' button when it comes to sending emails from CRM. We would like to use this…
Currently when I select multiple customers to send statements to, its sending all of the statements to the first customer on the list selected rather than sending each to their respective contact email address.
Any ideas why and how to fix it?
Hi
We are getting more inquiries about setting up multiple outgoing email accounts per document type.
Eg
Email order confirmations from [email protected]
Email invoices and statements from [email protected]
Just wondering if…
Is there going to be an import emails button added to cases as it's on Opportunities but not on cases, leads, orders or quotes could it be added in a future release of CRM?
Hi I don't know if anyone has some experience setting up and sending invoices and statements by email on a fairly old version of sage.
We have recently upgraded our computer and moved over the sage software. To send statements on our old computer we…
a lot of our customers use a a single customer record on our reccomendation such as online sales. It is then diifcult to email them an invoice out. Had a customer call and ask if it was possible to do a one off email option which there wasnt. Think this…
Is it possible to add the email To field into the new Import email screens in CRM, customer is wanting to add it to the list for the Sent Items?
Thanks
It would be useful to rename the Field names Email1 Email 2 Email 3 etc to something useful at a global level, so when sending documents by email we know which email address to pick from against each document type allowing conformity accross the system…
Using CRM 2022R2 and Office365. Have setup email templates for employees to use when sending emails. Started having all emails being received as junk or not being received at all. Emails were being classified as junk by recipient email servers.
After…
Looking to change your email address?
In this article, I’ll give you a simple walk-through guide on how to change your email address in Sage for Accountants which will then update automatically for most Sage products and services.
Select My Profile…
Sit back and watch as Sage Webinar Specialist Michael takes you though a quick guide to email settings in Sage 50 Accounts, get up to speed with his 2 minute demo:
Want to know more about emailing from Sage Accounts? Bookings…
Learn how to apply and amend email settings to your invoice layout using the Sage Report Designer.
This session has now taken place but you can watch a recording >
Handout for this session: Sage 50 Accounts - Emailing Invoices - Advanced.pdf
To…
Learn how to apply and amend email settings to your statement layout using the Sage Report Designer.
This session has now taken place but you can catch up with a recording >
Open the booking form now > View the slides for this session: Sage 50 Accounts…
Learn how to email invoices to your customers, and if needed, how to apply email settings to your layout.
This event has now taken place, but you can catch up with a recording here >
Handout for this session: Sage 50 Accounts - Emailing Invoices.pdf…
Learn how to email statements to your customers, and if needed, how to apply email settings to your layout.
Join us for a live session on Monday April 24 @ 2pm Book now >
Handouts for this session: Sage 50 Accounts - Emailing Statements.pdf Sage…
After checking with support, I noticed that there was no notification system setup currently other than the day countdown on the Sage profile homepage.
I was directed here to make the suggestion.
I think it would be great to add in a simple email…
