Sage CRM 2017R2: Auto Suggestion of E-mail Recipients

By | June 23, 2017

In Sage CRM 2017 R2, new features are introduced which we had already discussed here. In this blog, we will be explaining “Auto Suggestion of Email Recipients”.
New Stuff: Delete Quote Line Items using JavaScript
Emailing is one of the powerful feature of Sage CRM. Users can send emails to individuals or they can even do Mass Mailing from New Email screen.
In Sage CRM 2017 R2, Sage has introduced new feature to have auto suggestion of email addresses into TO, CC, BCC fields as you get into Outlook.

Email Entry Screen

Email Entry Screen

As soon as you type into TO field, Keyword search will be applied and it looks through all Companies, Persons and their email addresses and shows matching records on screen.
These feature turn out to be small but effective feature as users can send emails faster to recipients. Also there is no need to remember email addresses of any person as you can simply type name and get email addresses.
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Also Read:

  1. Multiple Recipients in Email
  2. Notify tasks to resources/users via Email
  3. Provision to filter Emails Only in CRM
  4. Add an Auto Signature in Email body in Sage CRM
  5. Print Icon on Email Summary Screen