Tag Archives: Emails

Set Actual Email Received Date while Email Import

Email is an efficient way to exchange information and documents. Email can be integrated with calendar tools, allowing you to schedule meetings and appointments with clients. In our previous blog we have explained, how to integrate Sage CRM with Microsoft Outlook using OAuth 2.0 for Email Inbound. In this blog, we will discuss how to… Read More »

Auto BCC Quotations to the Sage CRM Users

Sage CRM helps businesses to manage their internal communications with their colleagues as well as external communications with their clients from within Sage CRM itself. Sage CRM Communication module allows users to send information in the letter format along with predefined attachments like Quotation, Orders, etc. New Stuff: GUMU™ for Sage CRM – Sage X3… Read More »

Sage CRM 2022 R1: Insert email signature into replies and forwards

Sage has announced the latest release of Sage CRM i.e., Sage CRM 2022 R1.  The changes in Sage CRM 2022 R1 have been focused on improvements to the experience in Deployment and Administration. As we know every new version of Sage CRM is coming with many new features as well as enhancements that help to… Read More »

Merge one or More Templates while sending email in Sage CRM

Communication is an integral part of any Business to manage and maintain Customer relationship. Sage CRM’s Communication module has made it an utmost priority to help the users record and manage communication activities from and within CRM with an ease. Not only with the Customers but the communication module has helped the users to communicate… Read More »

Detect Duplicate Emails in Sage CRM

Sage CRM’s communications module has helped to manage all the business activities from and within CRM. The flexibility of integrating CRM with Outlook, Exchange server, Office 365, Classic Outlook etc. has increased the beauty of handling communication activities along with the customer management within a single system. People working with CRM can easily manage their… Read More »