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Advanced E-mail Manager
CRM Standalone Install
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 internal E-mail client or have been filed automatically...
26 Aug 2014
492-17866 - Plain text emails: Path to local file is incorrect
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...
8 Jul 2015
A round up of essential articles about configuring the Advanced E-Mail Manager
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...
24 Sep 2015
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 Working with Mass E-mails (in a system...
13 Nov 2015
492-18058 - Subject field blank on replying to, or forwarding emails
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...
21 Jun 2016
Using the Internal E-mail client to send e-mails to Multiple Contacts in Sage CRM
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...
16 May 2016
492-17079 - How to: Using CRM to send and receive emails with Microsoft Exchange Online (Office 365)
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...
1 Nov 2017
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