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608-17093 - Adding recipients to emails: Too many records
Summary: The following message may be displayed when attempting to add a recipient to an email from a user picker: Too many records The message will normally appear when you have a large number of active users (50+). The search function operates as expected, however displaying the full list of user records...
3 Apr 2014
632-17150 - How To: Get the address fields in an opportunity email template to show information on the address entity
Summary: This article shows how to get the address fields in an opportunity email template to show information on the address entity More information: Naviagate to Administration -> Customisation -> Opportunity -> Views -> vSummaryOpportunity. This is the original view: CREATE VIEW vSummaryOpportunity...
11 Apr 2014
492-17581 - .NET API: Sending emails using templates
Summary: A Sage CRM implementation project may have a requirement whereby an email must be sent from a screen built using the .NET API. More information: The MessageBlock object can be used to send emaisl where user interaction is required, i.e. the email edit screen is displayed. There is no native...
29 Mar 2016
492-18031 - E-mail editor: Content removed from HTML source
Summary: Users may experience issues including complex HTML content in emails after upgrading to Sage CRM 7.3. This issue is caused by a new feature within the CKEditor WYSIWYG editor, which can be disabled. Symptoms: When creating complex email messages, many users will use an external HTML editor such...
31 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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