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  • 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…

  • Emailing invoices templates

    We have been using Sage for nearly 20 years and for at least the past 10 years we have been asking to have the invoicing templates fixed so they actually work... just upgraded to 2023 and it still isnt fixed. Maybe you guys don't understand what we have…

  • The eMail Object used by the Advanced E-mail Manager (Mail Manager)

    The Sage CRM E-mail Manager is a service that runs as a background process on the CRM server. Its job is to process inbound email ( and optionally to send automatic replies) according to predefined business rules defined a script file. These script files…
  • A round up of articles on the Mail Merge feature: The essential guide to sending emails in Sage CRM

    A round up of articles on the Mail Merge feature: The essential guide to sending emails in Sage CRM

    This short article provides a listing of the key articles that cover the use, configuration and customization of the internal email client within Sage CRM. Fields Available in Email Templates Fields Available to an E-mail Template for a Custom Entity…

  • Controlling E-mail Forward and Reply Translations

    Sage CRM has its own internal e-Mail client that allows users to create, send and manage emails entirely within CRM. The image above shows a list of communications for a company that includes emails that have either been been created by the Sage CRM…

  • Inserting data tokens into email templates

    FormerMember
    FormerMember
    I want clients to see this in the email they receive when sent an invoice: Past Due Balance: Total Balance Due: (which includes past due and New charges) Client Funds Balance: (retainer) I am accomplishing this by inserting data tokens into…

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