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  • Forum Thread: Autoresponse email not sending after upgrade to 6.2

    Hello, We recently upgraded from CRM 5.8 to 6.2 sp1 and the autoresponse to our incoming email mailbox stopped working. This is the config, I remade it all just in case but no luck there. ---This is in the system log when I restart the Email Manager service. May 24 2011 15:56:28.251 18664...
  • Forum Thread: [question]can't sent email in workflow and Escalation

    Hi, When I sent email by workflow, then there is a error: An issue was encountered while trying to send this email.Please consult the SMTP logs for more details. And when I create a communication and select sent email, it can't sent email. But the field CmLi_SMSMessageSent was changed. ...
  • Forum Thread: Sage 300 ERP New Order /New Quotes Error 500????

    Hi, i am install sage crm 7.1 SP2 and integrate it with Accpac 300 ERP 2012 Every thing is ok but i have problem when go to company and try to make new order or new Quotes the below error happen Please any idea to help ???
  • Forum Thread: Sage CRM Version 7.1.f S exchangesync errors

    Hi All having problems getting exchange sync working. we are having the following errors in the log file. Any advice: 2012-04-27/17:42:44.045/BST [com.mchange.v2.async.ThreadPoolAsynchronousRunner$PoolThread-#1] ERROR net.sf.log4jdbc.Slf4jSpyLogDelegator.exceptionOccured 1. Statement.executeQuery...
  • Forum Thread: How to look up data into a field by select Search Select Advanced ?

    Hello everyone ! Could everyone tell me how to look up data into a field after we select a data in Search Select Advanced field ? e.g: i have created a field name case_personmail. and i have another Search Select Advanced for person field. whenever i select any data in this field, case_personmail...
  • Forum Reply: Re: Email not Saving as Communications

    Thank you for your response. I've had many testing with this communication thing and here's what I've found out. > An email sent to a company will be logged in the company’s communications. > An email sent to a company’s contact will be logged with the contact...
  • Forum Thread: Recurring Mass Email

    I am a bit embarrassed, but I can't seem to figure this out. We are not on the Drip Email marketing module (yet) and I need to send out recurring E-mail reminders to customers every 60, 90 or 120 days (depending upon the customers preference). I know how to set up mass emails in Groups and...
  • Forum Thread: Creating a New Field for Selection in Emails.

    I want to create a field that uses our users and their emails. Right now there's only a handful of fields (shown below) for each opportunity. Currently, when I create an email template I can select "--Opportunity-- Assigned To-"- or "--Company-- Account Manager--." I want to...
  • Forum Thread: Communication for Filing E-mails

    I would like to be able to file an e-mail from within Outlook to CRM but have the option of creating a communication associated with the e-mail. Is it possible to give the option of creating a communication when filing an e-mail? I would like the e-mail to be in the documents tab, but not have a communication...
  • Forum Thread: How to custom workflow to send mail to customer when create new case ?

    Hello everyone. Could anybody tell how to create a Rule in workflow that able to send mail to customer by the people we selected when we create case ? e.g : i create a case for Company A with person name Mr.A that i already created. after finish creating i wanna send a confirmation mail to Mr.A and CC...
  • Forum Thread: Mail notification does not work

    Hi everyone. I got a problem with my mail notification. I created a mail notification in person entity. condition is : Person - Gender equal to Male. I have set a specific user to 'To' field that when a new person is create he will get an mail this person. but it doesn't work for me. No any...
  • Forum Thread: Notif Mail on Create

    Wise in how CRM can customize workflows that trigger the creation of a record of an entity to send an email
  • Forum Thread: Email not Saving as Communications

    When I try to log a communication (ie. Email out) referring to a specific company the communication does not get logged. For example: One sales is emailing about a company (quote/order/project/bid) to another person in the office. There’s no way to tie the email to the company. If I have...
  • Forum Thread: SageCRM 7.1 Support.JS Script Modification Assistance Needed

    Well, I finally was able to get SageCRM 7.1 to play with Zimbra, and can send in a support request to SageCRM and obtain an auto reply with a case number based on the email address of the sender, that has a company record defined in SageCRM. However, my firm is not planning to stub SageCRM out to the...
  • Forum Thread: Sending Emails to CRM Users

    I wonder if anyone can help me out with this one. I can send emails quite happily to external contacts in our CRM system but when I try to send an email to any of our own users the email seems to disappear. It seems to send it but it doesn't get received. If I send the email via the 'Send...
  • Forum Thread: Simple code sample on accessing the eMail Templates in the COM API.

    Hello World, This is my first post in Sage CRM community. I will try to extend an amazing concept explained by Jeff in his article: Some thoughts on accessing the eMail Templates in the COM API. Here I would like to share with you a simple code that supports that concept explained in the...
  • Forum Thread: There is an error when sent email in asp page.

    Hi, I cope this code into asp page, var myMailObject = CRM.GetBlock("messageblock"); with (myMailObject) { DisplayForm = false; mSubject = "Subject Here"; mBody = "Message Goes here"; AddRecipient(" roim@bitshine.com.cn","Training","TO "...
  • Forum Thread: Scripts in E-mail recipient fields

    Hi Can you enter scripts into the e-mail recipient fields to return a user? I want to use the Send E-mail functionality in my Lead Workflow, whenever leads get re-assigned, to notify the relevant Territory Manager that leads have been reassigned to their Sales Consultants. To illustrate what...
  • Forum Thread: Removing duplicates on CRM 7.1 upgrade

    Hello! I'm performing test upgrade from CRM 6.2 to 7.1. When upgrade has been done, I checked email addresses in database and found that some emails have been deleted from database. I've looked in "Email_Duplicates.csv" file under "UpGradeLogs" folder and found that those...
  • Forum Thread: Customer Service - Email to Case

    Normal 0 false false false EN-US X-NONE X-NONE ...
  • Forum Thread: Email Notifications

    Hi, I've implemented the web lead form and now I'm trying to set up an automated email notification. The email unfortunately is not been sent. The on screen notification with the same parameters works fine so I'm assuming it must be something to do with the action. Could someone please...
  • Forum Thread: How to write a link in Email to trun to custorm entry?

    mBody = "讲师为"+lname+"在"+ltime+"的名为《"+ "<a href='http://192.168.1.7/sagecrm/CustomPages/plscourse/plscoursesummary.asp?plsc_plscourseID="+record.plsc_plscourseid+"'>"+record.plsc_name+"</a>" +"》的课程已被更改,请注意查对";...
  • Forum Thread: Add/update email to Company and Person in the CRM 7.1

    Hi! I'm using SOAP to interact with Sage CRM 7.1 and I have the following question. I need to update person and/or company information. As a result of changes in the CRM 7.1 database concerning "Phone" and "Email" entities, my application stopped adding and updating those entities...
  • Forum Thread: [question]It hasn't effect to sent a email by workflow in primary rule using Javascript condition

    sage7.0.c.1 Hi all, I want to sent a Email when I insert a new record into database。 For Example,if someone add a record and the value of a Field is 9(example:statu = 9),then atuo sent a Email to a user,how to achieve it? Dose it can be achieved by workflow? Thank all of you first!
  • Forum Thread: Change the user list to the related team users

    How can I change the list of users in the email screen some how each user just see his own team users not all the users. In fact I want to restrict the users not to be able to send email to any body which is not in their team I couldn't find any customize screen hyperlink on the email screen....