Sage CRM is a powerful application with extensive features. These features include an internal E-mail client that can be used with custom designed templates. The templates can be used to send either E-mails to individuals or groups and to allow information to be merged into the text of the mail. Equivalent merge capabilities are provided for creating of documents from HTML templates. These document and E-mail templates must be managed and the system configured to support their operation.
This module will explain the administration of these features and other options that control system behavior such as logging and meta data and will prepare you for the module’s associated test.