Browse By Tags
Home
»
All Tags
»
E-mail
Advanced E-mail Manager
Custom_Captions
Email
Recipients
Round Up
Summary
templates
translations
Blog Post:
Controlling E-mail Forward and Reply Translations
Jeff Richards
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...
on
26 Aug 2014
Blog Post:
A round up of essential articles about configuring the Advanced E-Mail Manager
Jeff Richards
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...
on
24 Sep 2015
Blog Post:
A round up of articles on the Mail Merge feature: The essential guide to sending emails in Sage CRM
Jeff Richards
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...
on
13 Nov 2015
Blog Post:
Using the Internal E-mail client to send e-mails to Multiple Contacts in Sage CRM
Jeff Richards
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...
on
16 May 2016