Communications Options panel is suppressed on New Email screen in Sage CRM

By | March 18, 2019

Recently while browsing through Sage CRM Community user forums, we came across one post in which Sage CRM user was mentioning that Communications Options screen is not visible to him when he clicks on New Email button in Sage CRM.

When we have checked same thing at other Sage CRM with same version; we found that Communication Options panel is visible to us in Sage CRM. Later on, we found the reason why it was suppressed and thought to document this for Greytrix blog lovers and followers.

New Stuff: Troubleshooting issues with Data Upload in Sage CRM

Usually when user clicks on New Email Screen; he can see Communication Options panel as shown below.

But if Communication Options panel is suppressed then it can be made visible by following below steps.

  1. Login to Sage CRM with Admin user.
  2. Navigate to below path in Sage CRM.
    Administration | E-mail and Documents | E-mail Configuration
  3. Click on the Change Button
  4. Set Outbound E-mails should be filed By dropdown as CRM.
  5. Click on Save button.

Once above setting is configured, you will see Communications Options screen as expected.

About Us
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 100Sage 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.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at We will be glad to assist you.