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  • how to auto assign to another person if the lead have no action for 24 hours?

    Hi all, I have created a workflow below. Lets say person A is assigned to a lead stage "Document Reviewed", and did nothing after 24 hours, how do I auto assign the lead to another person of the same team, and inform both persons by email/notification…
  • Defaulting an email template to a specific Action within the dropdown option

    Hi. I'm hoping this is something we can do. We use an Invoice template to send invoices to customers. We would like to have the Invoice template default to a specific Action called "Invoice Sent". I can default all actions to this selection, however…
  • Sage CRM reply to email with template deletes original email body / thread

    Hello, Wonder if anyone can assist or advise: When using inbuilt Sage CRM email client to reply to received email email, click reply> select template which is inserted but results in the original email body / thread of history being deleted/replaced…
  • Unable to upload PDF file attached to email

    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…
  • Email with external links go to junk mail

    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…
  • vNotificationOpportunity error?

    Hi all, I'm new to CRM so was wondering what the issue is here? I don't need a trigger, it must just execute when this workflow step is clicked. Thanks in advance for the help.
  • Attaching multiple files when creating a new email from CRM

    Hi, does anyone know a way of adding multiple files to a CRM email? At the moment the customer clicks new email, selects their template and then has to click on the magnifying glass, browse to the file and then upload. However, they cannot select multiple…
  • SMTP Configuration error: SMTP: Cannot use AUTH LOGIN. This may be caused by authentication not being enabled on the MTA

    When trying to send email via SMTP relay I get the following error: Apr 6 2020 14:06:28.720 315464 342676 5 SMTP: Could not send message. This may be due to AUTH not being supported by the MTA, no supported authentication methods being available, or…
  • Notification Email trigger on exporting of data

    Hi All, Is there a way to create/configure an email notification send out to administrator or person in charge that will be triggered upon data is being exported or report being generated?
  • 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…
  • Email Marketing Segmentation - by Lifestyle (3/3)

    Moving on from our previous post , let's talk about lifestyle modelling. There are a number of ways in which you can use the data that you hold on your customers to build up a more accurate picture of the type of lifestyle and habits they are likely…
  • Email Marketing Segmentation - by Behaviour (2/3)

    Moving on from our last post on basic profiling, let's look at increasing the sophistication. A powerful way of segmenting your database is to look at 'click behaviour' as well as browsing or purchase history.In comparison to profile based segmentation…
  • Email Marketing Segmentation - by Profile (1/3)

    The previous post looked at sources of data - now we move on to segmentation approaches, specifically the three different forms of segmentation ( profile, behaviour and lifestyle ). Profile based segmentation tends to be the simplest & most commonly…
  • Email Marketing Strategy - SWOT Analysis

    The previous post looked at brand alignment and important consideration on your tactical activities. Let's move on to analysis of your email marketing strategy. An important part of forming your strategy will be to conduct a SWOT analysis. If you are…
  • Email Marketing Strategy - Brand Alignment

    The previous post talked about thinking & setting key performance indicators (KPIs) - this time, I am talking about aligning your program with your brand. "Nearly a third of survey respondents (32%) said they have stopped doing business with at least…
  • Email Marketing Strategy - Setting Goals

    In the previous blog entry in this series, we explained an email marketing program in some more detail. In this post, we'll take this a step further by looking at goals. The first stage in formulating an email marketing strategy begins with outlining…
  • The Email Marketing Programme Explained

    Building on my previous blog entry, let's take a look at what the steps in your email marketing programme mean in a little more detail. Strategy A consistent & long-term strategy is essential for successful email marketing. After all, if there is…
  • I know what you have done... now what do I do? Leverage the results of your E-marketing Campaign

    Following on from my blog about viewing the results of our E-marketing Campaign ; now we look at how you can use those results to create a more targeted and effective marketing strategy. We've already seen how we create an E-marketing Campaign and…
  • It's not just who you know, it's what you know! - viewing the results of your E-marketing email

    OK so you've spent time developing your template, proofing your text and making sure that you've included all of your desired recipients in your group. You then send your E-marketing e-mail out into the ether and hope that people have read it! Right?…
  • Setting up e-mail signatures

    E-mail has become the most critical and frequently used business communication tool and most of us send and receive thousands of business related e-mails every week. Our e-mail signatures serve several important functions, letting recipients know about…
  • Send Email - document template selection

    Hello, We have Sage CRM 7.3 SP3. When clicking the Send Order/Quote button, the system forces the merge to use the "Quick template". We have different sales teams, who use different merge templates, so we can't use quick templates. When you click Merge…
  • MailChimp Integration with SAGE - Help with Email grouping

    My Question is as follows: I want to efficiently manage my CRM contacts for MailChimp marketing campigns through groups. How do I do it best? Background: I have roughly under 2000 total sage subscribers. I am trying to import all contacts to ONE single…
  • Email Button within Workflow

    Hi All! We are using a SAGE CRM 7.0.e version. I am currently working on a Case. I'd like a global rule called "Inform Supplier" to show a new e-mail creation window to the user once you press on it. is that possible? Please Help me :)
  • add link image to panel or screen

    Hi How can i do this in .net SDK i try but not work
  • 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…