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  • Automatic Email Notifications

    Hi All, What would be (if possible) the best way to have CRM automatically send an email out to a set address when someone: Reassigns an opportunity or Changes the status and stage on an opportunity? This would be going to the same email address…
  • Help with Configuring emailing from CRM

    Hi Many moons ago, setting up emailing from CRM was easy. Most people used Internal SMTP and it worked. I didn't because I felt that was only good for demo purposes. I used CDONTS. All that required was installing SMTP service in Windows and then configuring…
  • Please add to the report designer the functionality to add a new entry in the customer's communications module

    When emailing customers invoices, reports, statements or letters it would be very useful if the report designer could give the functionality to to add a new entry in the customer communications log stating which report, invoice or letter has been emailed…
  • 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 Segmentation - Finding the right data

    The previous post looked at setting objectives - let's now move on to data sets: There are many ways that a database can be segmented but the best place to start is pragmatically marketing your product or service. Segmentation is driven by data and…
  • 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…
  • 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…
  • 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…
  • Outlook Plugin: – Email and Calendar Sync

    We are using to SAGE CRM 200 since 2016 and it was reported that the product will support Outlook and calendar. Among this two years of time sage is not able to provide a 64 bit outlook component Which can synchronize our MAIL and CALANDER data. It…
  • Triplicating Communication Entries

    Good Morning! One of my customers has Sage 200 CRM 7.3 SP3 and has recently, repetitively, had an issue when putting communications on (specifically emails). It seems to triplicate the records. The three records were created the exact same time(second…
  • 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…
  • Connect Sage CRM to GMAIL

    Hi everybody I'm new here this is my first post , I want to know how can I Connect my CRM to GMAIL server ? thank you
  • Error on Adding/Updating to both Sage ERP and CRM

    Hi, We are using 2012 (Sage 300 Premium ERP) (Build 5) (Product Update 5) and CRM 7.2b updated to h. Both synchronization and importation of contacts was successful, the issue comes about when trying to update any field in company or persons. CRM returns…
  • Conditional Email setting

    Hi, In a VAd supplier company want to monitor their quotation process as follow. If they have a end user(C) who communicate two re sellers let say A and B for the same product quotation of two different sales person X and Y.They process the quotaion…
  • Workflow Email to Customer for Cases

    Hi, I am trying to setup a Workflow rule for Cases where if the customer does not answer the phone, when we set it to Called - No Answer, it would automatically send an email to the customer to ask them to call back. I have tried putting the To address…
  • Email Attach to Sage CRM

    Hi, Having an issue with emails attaching to our sage crm, in the log file it has the following: 2014-11-04 11:03:16.759> **************************End of RulesScript.******************* 2014-11-04 11:03:16.759> **************************about to…
  • Help with emailing through Outlook, Error

    Hi, New to the forum, just after a bit of help in regards to using Outlook to send emails and getting them to attach in CRM. I'm experiencing the error message below which I have no idea about when going to the communications tab to see if the email…
  • Disable "Send Anyway" message

    When you send an email from within CRM to an email address that does not exist in CRM you get the following warning: "The following e-mail address(es) have not been located in CRM. If you want to continue to send this e-mail, click Send Anyway. If you…
  • Send Reminder Message in Escalation adding fields

    We utilize the Send Reminder Message (Email) in our Communications Tab. In the escalation field we have updated this email reminder message to be more eye appealing and would also like it to contain more company and contact information. I would like…
  • E-Mail blast creation failed

    We are just in the process of setting up CRM emails through sage, however I have just come across an issue when trying to send a test email to an email group. The error shows the following: E-Mail blast creation failed GET failed on localhost:10009…
  • 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…