We are all aware of the Sage CRM‘s Communications module and the various features that are readily available to manage and maintain the Customer relationship. The flexibility of managing not only external communication activities with Customers but also utilizing the system in managing the internal communication with CRM users of the organization has made the communications centralized without having to switch between various systems; thereby reducing the time investment.
One of the eye catchy feature of Sage CRM’s Communication module is the Email functionality. It has not only allowed the Users to send emails from the CRM system but also helped to record them as communication in CRM. Apart from that, the ability of downloading Emails in CRM of a centralized Mail account has helped many Business users in attending the Customer queries or enquiries without missing out any records and helping the customer with timely response.
New Stuff: GUMU™ Integration is compatible with Sage CRM v2020 R2 and Sage 500 v2019
The Email Management Server options helps in configuring the POP and SMTP settings of the email account in Sage CRM on which the Email Management needs to be enabled. Along with this, User can also specify/select the Standard script file that will be used to process the email. Sage CRM’s Script files are shipped as part of Email Management and allow you to specify various ways to handle emails.
However, on observing the behaviour of the Emails downloaded in CRM we found that the Emails received date was not similar to the one displayed in the Mailbox but it kept on displaying the Current date. Thus, if any Business decides to configure and download all the Old as well as current emails in Sage CRM; it would display the Email’s received date as the Current date (the day on which it gets downloaded in CRM) thereby making it difficult to segregate the new and old emails.
In order to fix this, we reviewed the Script file that was configured for Email Inbound Configuration i.e. Template.js file. Here, if you check the script at line# 286; you will find the code as highlighted below that is responsible in setting the Current date value for the downloaded emails.
We rectified this by adding modifying the script as highlighted below. Users should either remove or disable/comment the standard line of codes for the fixes to reflect in CRM.
The changes will be reflected on Email screen as shown below –
Here the Sent Date reflects the Date value on which the Email was received in the Account’s Mailbox; whereas, the Received Date reflects the Date value when the Email was downloaded in Sage CRM.
In this way, Business users can easily download as well as identify the Old and New emails in Sage CRM that will help in segregating as well as manage their services to the Customer accordingly.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely 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 the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like 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, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.