CRM’s Email Manager Service runs in the background to process the inbound and outbound emails in CRM. There is no need to install Email Manager Functionality separately as it comes by default with the CRM installation. This functionality can work with CRM’s embedded email editor or Microsoft Outlook to send an email out of the CRM.
New Stuff: Hide New button in Sage CRM using jQuery
As explained above, we can use CRM’s embedded email editor to send emails. For e.g. when you click on the hyperlink of email address, new email screen gets open by default, or when we reply or forward an email, CRM’s email editor gets opened as shown in below image.
Suppose, if you don’t want to open the CRM’s email editor by clicking on Email address hyperlink or while replying or forwarding an email. Follow below steps to achieve the same.
- Login to CRM.
- Go to Administration -> E-mail and Documents -> E-mail Configuration
- Set the “Use CRM’s embedded E-mail editor” to “No”.
- After doing the above configuration in CRM, when you click on Reply or Forward button, then it will ask for the option to open the email editor like Outlook, chrome etc. Please refer below screenshot for the same.
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Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100, Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.