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  • To attach an e-mail or PDF document to a sales order

    This would be extremely helpful in saving e-mail communications, pdf's to each sales order fir future reference. I.e details of a complaint reference, and confirmation of authorisation of a credit note and proof of delivery from courier incase of query…

  • remit to - email

    Sage needs to add a field for email address in the remit to data-table in the Addresses window. We do not mail anything out via snail mail (US Post Office) to vendors with remittance advice. All transactions we process/pay are through ACH and therefore…

  • Email SMPT Error

    I've had this error in the past and was able to fix it via the Live Chat. Unfortunately, for the past few days I've not been able to connect to the live chat (my internet connection is fine, it's an error with Pegg I think). Either way, this error is…

  • Client Invoices going to Quarantine

    Sage is sending emails directly to my clients using my business account email address. As Sage is not identified as a trusted sender in my SPF record, all my client invoices are therefore untrusted and going to their Quarantine/Junk mail folder. This…

  • SAGE X3 WORKFLOW PURCHASE INVOICE PAY APPROVAL FIELD

    Hi, Curious questions on workflow: Can a workflow trigger on purchase invoices with a the following PAY APPROVAL (PAZ) statuses: Pending Conflicted Default Can the workflow direct the user directly to the invoice, where they can manage…

  • Emailing statements in Sage 50cloud

    Hi, I am producing weekly statements and emailing them to the customers. I had no problems until this morning. When I highlight relevant accounts and open them all in one window I can then click 'Email' in the top bar and Sage will send them to my…

  • Update security so that gmail will recognize Sage as a trustworthy source

    The vast majority of people use Gmail, is it ridiculous that a respectable accounting software expects you to possibly break your computer software to use the most common email server in existence. As a company, Sage should be interesting in making their…

  • Trim search box fields

    We are having an issue where users are copying data from another source like excel and pasting it into the search but there is an extra space at the end of the string, so the search results show 0 results. For example a user will paste '[email protected]…

  • Can I use CRM escalation to send out an email that is currently filed as a communication with it's filed attachment?

    I am using Sage CRM 2020 R1. I am using the email manager service to pick up emails and create a communication in CRM. Every email has attachments. Depending on some logic, I want to be able to send the email and attachment out to another recipient…

  • email

    Is anyone having issues with the email? I sent an invoice yesterday with no problem but when I did the next invoice it didn't send. It shows the green status bar saying sent but it doesn't. Nothing in the spam or junk folder either. Was wondering if Sage…

  • Sage CRM Mobile Workflow Action/Send Email

    I have seen this asked before, and I am assuming the answer is still no, but perhaps someone has a workaround. One of my clients workflow actions in Opportunity to send an email for a quote request. They want that functionality in the Mobile site through…

  • Rather than just asking if we'd like to print another form, can we also add the option to EMAIL at this point?

    I print all of my invoices for my A/R file; then, I must "view and edit' this same invoice to open it again so I can then email my customer their copy. It would be nice to be able to do both rather than having to re-open the invoice. Thank you!

  • Duplicate email detection bug in Sage CRM 2021 R1??

    Help please! I am trying to determine if what I am seeing in Sage CRM 2021 R1 is a bug or if this is how the system currently works through to 2022. Here is my issues....Leads are generated when companies express interest in a particular software being…

  • Customer Statements Not Working

    Hi all, Every month I run statements for all of our customers and email them. For some reason when I've just tried to do it, rather than creating individual emails with a statements per customer, its creating one massive pdf with ALL customer statements…

  • Adding AR Invoice Number to E-mail Template

    Hi all, A client wants to add the A/R invoice number to the email template. I've tried to search from F1 Help -> E-mail Message Variables, but there's no such variables named AR Invoice Number. Does anyone has any idea? Thank you. Yours Faithfully…

  • Sage 300 Intermittent Mail delivery failed errors

    Problem: Users reports intermittent errors when sending mail from sage 300 customers or vendors. Error Mail delivery errors. Use the Email tab on the Company Profile screen to send a test email and confirm that all settings are correct. Cause: We…

  • Sage 300 Email tab “Send Copies to”

    Problem: Explaining the feature of send copies to located within the Company Profile Email Tab settings Resolution: Use this feature to receive copies of emails that you send to customers or vendors. This feature supports multiple email address…

  • Sage 300 Email Setting SMTP vs Outlook

    Problem: Explaining the difference between SMTP vs Outlook setting in Company Profile Email Tab Resolution: If using SMTP ensure you have selected the SMTP tick. If the tick is not selected Sage 300 will use Microsoft Outlook. If SMTP is selected…

  • Invoice Falling Due Notification

    Occasionally, an invoice from a supplier can fall through the gaps and will not be paid during the allowed credit terms. To avoid this, it would be very useful to allow custom notifications/alerts for suppliers against their supplied invoices. Example…

  • Sage 50C - Configurar email Microsoft 365 (outlook)

    Para Ativar o envio de email de uma conta M365: Aceder ao Portal Azure – Azure Active Directory – Propriedades – Gerir predefinições de segurança e desativar as predefinições Aceder ao Centro de Administração do Microsoft 365 – definições…

  • Microsoft 365 TLS 1.0 Relay from Evolution via SMTP

    Hi All, As you may or may not know, Microsoft 365 has decomissioned TLS1.0 unless you opt in for legacy support by enabling it via PowerShell. Sage 200 Evolution does not have an option to adjust the TLS version (1.0, 1.1, 1.2, 1.3) under the System…

  • Microsoft 365 TLS 1.0 Relay from Evolution via SMTP

    Hi all, As you may or may not know, Microsoft 365 has decomissioned TLS1.0 unless you opt in for legacy support by enabling it via PowerShell. Sage 200 Evolution does not have an option to adjust the TLS version under the System Wizard which leads…

  • Sage 200 Evolution Email Set Up

    Good day. Can someone please assist me on how I can integrate my Sage 200 Evolution to my email so that i can be email straight from the system.

  • How Can I insert a company logo in an email body sent from Sage?

    We are emailing RFI's, Submittals, etc... out of Sage. Is there a way to autopopulate a signature into the body of an email sent from Sage? Or do we have type our name and contact info into the message block?

  • Error: 'Unable to send all emails...Unable to connect to the remote server' when emailing documents

    When emailing a document, you may see the following message: 'Unable to send all emails Error with the address <email address> : Unable to connect to the remote server'. This can be due to a recent change by Microsoft to one of their smtp servers…

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