Sage CRM Exchange Integration is integration between Sage CRM and Exchange Server. We can integrate Outlook with Sage CRM but, it requires outlook plugin installed at every user’s machine. Also, we need to manually file e-mails into Sage CRM from outlook. In this, users have the provision to select which e-mail has to file into… Read More »
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 »
As you all are familiar that when it comes to set up client side add-ons with web application, security rights/restrictions becomes a mandatory thing which comes into consideration. We have been writing blogs on features as well as process been followed while installing Outlook integration with Sage CRM. You can go through the links added… Read More »
This post is in continuation of our previous posts regarding Sage CRM and Outlook Integration. People using Sage CRM and latest version of outlook mainly face the problems with Classic Outlook integration Plug-in due to enhanced security and performance parameters in latest office products. Create, Launch, Record, Analyze Surveys from within Sage CRM Greytrix Survey… Read More »
This post is in continuation of my previous blogs written on outlook integration and its features. As you know, outlook integration is a client dependent application and sometimes you face very strange errors while using it. Related Post: Installing Outlook integration with SageCRM 7.2 Nowadays, everyone is upgrading to latest technologies of OS and related… Read More »
As a part of standard Sage CRM and Outlook integration, we can file an email in CRM using the button provided as shown below: Now when user selects an email and clicks on the “File E-mail” button, a filing window gets appeared on the screen as below: “File E-Mail” button just files an email in… Read More »