Category Archives: Email Server

File Outbound Emails in Sage CRM

Sage CRM’s Email functionality helps us to track Inbound and Outbound communications easily. We can also send the emails using Outlook from CRM. For this you need to integrate the Outlook with CRM. New Stuff: Control Access Rights of Entity tabs in Sage CRM While sending an email from CRM to any registered email id against… Read More »

Modifying the values of User Select field of Email Editor Screen in Sage CRM

One of the most helping feature of Sage CRM Email editor screen is the User Select field which helps to select and add the CRM user in To, CC and Bcc fields. This feature reduces the efforts of CRM User to remember or re-type the Email ids every time they open the New Email screen.… Read More »

How to disable Embedded Email Editor in Sage CRM?

CRM’s Email Manager Service runs at 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 email out of the CRM.… Read More »

Company and Person Tagging in Email In and Out communications

In this blog, we will be looking at a solution which will allow system to tag/link Company and Person against those email addresses which are not available in CRM. Let me explain this with an example. Suppose, we have a Person associated with Greytrix Company in CRM which has 2 email addresses added against him.… Read More »

Print Icon on Email Summary Screen

Communication is one of the essential entity in CRM wherein user can Create Task, Appointment and Send Email. New Stuff: Restriction of characters in CRM passwords Recently a customer approached with an issue which they were facing while printing email content with large data. The issue was when email content was more as shown in below… Read More »

How to avoid filing of Junk emails in Sage CRM

In today’s fast growing business world, communication plays a very vital role. And when communication comes into picture, Emails has been proved as the widely used and very effective tool of communication. As we all know, Outbound and Inbound email functionalities are properly embedded through Sage CRM keeping its ease of use in mind. But… Read More »

Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration

One feature that Sage CRM community world wide was eagerly waiting for is the integration with smarter and easy to use E-Marketing tool. MailChimp is certainly the one that can serve the purpose. Mail Chimp integration is slated to release in SageCRM version 7.3 GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300 MailChimp (www.mailchimp.com/)… Read More »