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  • Wiki Page: 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...
  • Wiki Page: 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...
  • Wiki Page: 636-17219 - Only one of 2 different people with the same email address will get mail if it is sent to that address

    Summary: If two people in a list have the same email address and mail is sent to the list, only one person of those two will get mail. Symptoms: If mail is being sent to a list of people and two of these people have the same email address, the mail will only send once per email (duplication stops it...
  • Wiki Page: 636-17268 - Report prints HTML code in the communication: email text field

    Summary: HTML code can be seen in the communication: email text column in a report. Symptoms: If the 'Communication: email text' field is used in the report contents of a report, the text is in HTML format, and not in just plain text. Workaround: Copy the text from the column, paste it into notepad...
  • Wiki Page: 632-17254 - Problems are occurring when filing emails using Chinese system locale

    Summary: Problems are occurring when filing emails using Chinese system locale Symptoms: When filing an email using the Classic Outlook Plug-in with System Locale set to Chinese (Traditional, Hong Kong S.A.R.) the Chinese characters are displayed incorrectly in the email. Status: This issue has been...
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  • Wiki Page: 632-17447 - Outlook showing wrong Mail Manger Filing Address prefix

    Summary: Navigate to Administration -> E-mail and Documents -> E-mail Configuration and set the below fields to the following: Allow send using Outlook: Yes Outbound E-mails should be filed by: E-mail Manager Enter a Mail Manager Server filing address Change the Mail Manager Server filing address...
  • Wiki Page: 636-17459 - Email template does not get removed fully when blank email template selected

    Summary: The Subject line and the From: field do not get cleared when an email template is removed when writing a new email Symptoms: If a template is selected in a new email that contains text in the subject line and then the empty (blank) template is selected, the from: box and the subject line from...
  • Blog Post: 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...
  • Wiki Page: 632-17484 - The Send Anyway Button not working in an email popup window

    Summary: When sending a new email in a "popup" window the "Send Anyway" button is not working. Symptoms: When sending a new email to an email address (eg test.test.com) that is not located in CRM in a "popup" window the following message is displayed: “The following...
  • Wiki Page: 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...
  • Blog Post: MailChimp - An Introduction (Part 1 of 7)

    In this series of articles I will walk through the process of configuring the integration and testing out a first MailChimp campaign driven through the Sage CRM user interface. I found it very easy to create, send, and track email marketing campaigns. The results from the campaign are shown within...
  • Blog Post: MailChimp - An Introduction (Part 2 of 7)

    In this second article of the series I want to consider the how to get MailChimp ready for the integration. This will include how to generate the API keys and identify the mail list to which Sage CRM will send contact details - these will become MailChimp list subscribers. You will need to have a...
  • Blog Post: MailChimp - An Introduction (Part 3 of 7)

    In this third article of the series I want to consider the how to use a MailChimp API Key and List ID to configure the integration within Sage CRM. You will need to log onto Sage CRM and navigate to Administration -> Email and Documents You just need to enter the API Key you generated...
  • Blog Post: MailChimp - An Introduction (Part 4 of 7)

    In this fourth article of the series I will cover the simple task of authorizing additional user to access the MailChimp features. Assuming you have logged on you will need to navigate to the User administration area. Once you have found a user. In may case I have searched for Susan Maye. ...
  • Blog Post: MailChimp - An Introduction (Part 5 of 7)

    In this fifth article of the series I will describe how to create a Group in Sage CRM and add it as a segment to a MailChimp list. The place to start is within the Groups screen within the 'My CRM' menu. I have created a static group called 'Example MailChimp List' and included...
  • Blog Post: MailChimp - An Introduction (Part 6 of 7)

    This is the penultimate article of the series and in this article I want to consider how we can create the campaign in Sage CRM and send it to MailChimp. A user who is authorised to use the MailChimp features will find the MailChimp campaign option under the 'My CRM' menu. Just clicking...
  • Blog Post: MailChimp - An Introduction (Part 7 of 7)

    This is the final part of the series and in this article I will look at the types of results and reports that are returned from MailChimp into Sage CRM. Within Sage CRM there is a scheduled job that retrieves the results of the campaign from the MailChimp server. This job is scheduled by default to...
  • Blog Post: Adding Emails and EmailLink records using SOAP web services.

    Adding Companies and Persons with their associated email address is a pretty easy thing to do in the SOAP web services. I have covered the adding companies with their child records in the article " Adding a Company Entity using the Web Service API ". And if you need to add an extra address...
  • Media: CommLink improves customer satisfaction levels by 25 per cent with Sage CRM

    Challenge Despite bad experiences with CRM systems in the past, CommLink needed a new solution that could support the company’s next phase of growth and development. Solution Sage CRM ticked all the boxes for CommLink with its easy-to-use-interface, rich features and functionality to support...
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  • Blog Post: Understanding the CRMEmailPhoneData table

    If you have spent time looking at the way in which views are constructed in Sage CRM then you may have found the CRMEmailPhoneData table referenced and wondered what is the table's purpose. I asked a colleague in our development team for some help in explaining the table and the following information...
  • Blog Post: Why do Phone numbers appear in the Company and Person screens when they are stored in the Phone table?

    This is a follow up to the article I wrote previously called " Understanding the CRMEmailPhoneData table ". That article explained that the CRMEmailPhoneData is a utility table and that it's job is to speed up reports. It holds a row for each company or person with that company or persons...
  • Blog Post: Hold the Phone! A round up of articles that discuss Phone Numbers and Email addresses in Sage CRM

    In Sage CRM development around phone numbers and email addresses needs careful thought. This is because Sage CRM "entities" can be complex. For example the information for a Company consists of a company record, a default person record and a default address. Both the company and the default...
  • Wiki Page: 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...