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  • Creating Groups on Custom Entities in Sage CRM

    I have created a new custom entity called 'Project' using the Advanced Customization Wizard (aka Entity Wizard, Main Entity Wizard). The requirement: The requirement was to be able to use data from the project table in groups used for outbound emails…
  • Checking Progress in Mass Emails

    In Sage CRM you are able to send mass emails from either the Search screens or from the Group screens via the email button. For example if you logon as the System Administrator you will be able to navigate to the person find screen and search for people…
  • Group Mass Email issue

    Hello, We're having an issue when sending emails to groups where sometimes it will send a blank email to the same group, but from the logged in user's email address. The only link I can make is that the "New email" page defaults to a logged in user…