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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 internal E-mail client or have been filed automatically...

Summary: In Sage CRM 7.2 and 7.3, it may be impossible to send a plain text email using Outlook. Symptoms: Either of the following error messages may be displayed: The path to local file is incorrect, please use Browse button to select file. Unable to open this file. Please check that the file exists...

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...

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 Working with Mass E-mails (in a system...

Summary: On hitting Forward or Reply on emails in Sage CRM, the Subject field may be found to be blank. Symptoms: The issue may affect German, French or Spanish installs - English installs are unaffected. Cause: The issue is caused by an incorrect field being present in a custom caption entry used for...

A customer had a requirement to be able to send e-mails to multiple recipients. They wanted specifically to be able to build and send ad hoc e-mails rather then Mass E-mails against a long list of people. Below is the Person Summary screen showing a contact's details. By default if you...

Summary: Exchange Online can be used as an SMTP and POP server with Sage CRM, but some additional configuration steps may be needed. There are two main areas that need to be considered. Establishing an SSL or TLS connection with Exchange Online Granting your Sage CRM SMTP user the SendAs right so that...