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Advanced E-mail Manager
Making E-mail templates Read-Only using Clientside code contained in Translations
The UK PSG team was recently asked to work out how to lock down the Email editor for certain templates. The company wanted to be sure that when certain templates were selected by a user the merged text of the email could not be altered by the user. Those templates when selected needed to become ReadOnly...
18 Oct 2011
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
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
The eMail Object used by the Advanced E-mail Manager (Mail Manager)
The Sage CRM E-mail Manager is a service that runs as a background process on the CRM server. Its job is to process inbound email ( and optionally to send automatic replies) according to predefined business rules defined a script file. These script files are called 'templates'. The article...
2 Feb 2016
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