Category Archives: Email

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 – Part 2

Hi Folks!! This blog is in continuation of our previous blog wherein we explained how you can modify the values or the names that are been displayed in User select field of Email Editor Screen in Sage CRM. You can refer below link for the same. Related Stuff: Modifying the values of User Select field… 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 »

Deduplication on Company Phone and Email Details

Sage CRM gives us the provision to validate the duplicate company records with the help of Deduplication applied on Company Name or other company details, however there is no such standard method to validate Phone or Email details existing in the system. In this blog, I will share a method through which you can apply… Read More »

Role of “CRMEmailPhoneData” table in Sage CRM

Each application have a backend (SQL, Oracle etc.). A database is a collection of information that is organized so that it can easily be accessed, managed and updated. In Sage CRM different tables are available, each table contains different data information. Tables are nothing but the collection of rows and columns as we already know.… Read More »