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…
This is the first of a series of snapshot surveys about features within Sage CRM. Sage wants to better understand how customers use each feature and how we can update the product to provide more benefits to our customers' businesses.
Please answer…
Introduction Sage CRM is integration-ready straight out of the box. It can integrate quickly with Sage BMS products, as well as other external applications through secure, standards-based web services and APIs. In this article I want to discuss the different…
I've already confessed in the article " Controlling the Size and Type of Documents a user can upload " that I have been guilty in the past of creating bloated files. Users like me who have a habit of uploading oversized files in Sage CRM can cause headaches…
Sage CRM offers integration with Outlook. Once the Outlook plugin has been installed you see the new CRM Synchronization buttons on the Outlook toolbar. Depending on how the System Administrator has configured the system, Tasks and Appointments less than…
Hello folks,
We are having a weird phenomenon on some of our computers: CRMClientSetup.exe, after having been downloaded through the user's profile, just doesn't start. Not only on the user's computer but also on any other computer. I'm assuming therefore…
Dear Colleagues,
The CRM edition I am using is 7.3 patch a
I have problem installing the outlook integration on Office 2013 32bit edition the setup is not working because the .net version installed on the machine is 4.6, the machine operating system…
Hello Everyone,
I am new to applying structure to my sales process and I really hope that Sage CRM is the tool that works for me! My sales process is simple: I conduct workshops and collect business cards from the attendees (these are my Leads); I then…
A customer of mine is using CRM v7.1fS. They have Outlook 2007. They have Exchange integration enabled.
I didn't realise this but when filing an email using the Exchange lite plugin, the email is marked as being filed by the Categories field in Outlook…
Does anyone out there have a list of questions you give your customer, which lets you know how you should set up the Outlook integration with Sage CRM for that implementation?
Hi all
I have swictched on outlook integration and it all works fine; whilst most of the users want this facility, some only want to be able to run the plugin to file mails, not the actual synchronisation. Is that possible?
Thanks
Bea
I'm wondering if anyone has either created a work-around solution or has a better method for the following:
We have several clients who use the Outlook integration to save emails as communications. These emails save perfectly and can be seen on Communications…
