A round up of essential articles about configuring the Advanced E-Mail Manager

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A round up of essential articles about configuring the Advanced E-Mail Manager

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When enabled, the CRM E-mail Management service runs as a background process on the CRM server and processes inbound and outbound e-mails according to predefined business rules. The E-Mail Manager functionality is available whether you use CRM’s embedded E-Mail Editor or Microsoft Outlook to handle outbound mail. It is also available for transferring information from inbound mails in your Outlook mail box into your CRM system.

The E-mail Management functionality is installed automatically with any CRM installation. E-mail Management requires the completion of some setup tasks by the System Administrator to enable it for use.

Main Articles

Video Resources

An Introduction to the Advanced E-mail Manager

This short video tutorial (00:20:37 minutes long) is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the System Implementation Fundamentals badge. This lesson in particular will cover the knowledge needed to understand how the Advanced E-mail Manager works and processes e-mails within Sage CRM.

Configuring the use of a Template

This short video tutorial (00:17:15 minutes long) is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the System Implementation Fundamentals badge. This lesson in particular will cover the knowledge needed to understand how the Sage CRM Advanced E-mail Manager can be configured to use different functions within Templates to allow processing of emails according to business requirements.

Creating a Template

This short video tutorial (00:25:57 minutes long) is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the System Implementation Fundamentals badge. This lesson in particular will cover the knowledge needed to understand how new rule Templates for the Sage CRM Advanced E-mail Manager can created and the SDK resources available to developers.

Comments
  • Probably a very naive question.  Today we utilize the communications.js script to create communications.  Is there a way to configure it or some of the rule sets to notify the person that sent the email to the bcc address that their email failed to file?  

  • Jake

    It's not a na├»ve question.  Have a look at this article.  It is quite an old one but it does cover the problems of getting acknowledgement of a 'read receipt' community.sagecrm.com/.../read-receipt-for-email-sent-from-sage-crm.aspx