In this blog we are going to discuss new out of box feature which we have added on communication screen to notify users about their tasks via email.
We have added Email to Resources button on Team CRM screen which sends email to resources containing details about their scheduled meeting/tasks on their registered mail id.
The email content looks like below upon viewing the email on Users mailbox.
The idea is that superior user can assign task to their resources. The assigned task will be visible on MY CRM/Team screen when assigned user logs into the system. Superior user can view the task on My CRM screen.
To notify the assigned Users about the assigned task we have added this enhancement in Sage CRM, which is an out of box feature.
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.
For more information on our integration solutions, please contact us at email@example.com. We will be glad to assist you.