In Sage CRM, the Email and communication module is one of the most used features by users to manage and maintain customer relationships. The communication module has also helped users to communicate with the other users in CRM as well persons in the Sage CRM. Also, as we know Sage CRM’s email functionality has allowed users to send emails to customers and record them as communication in CRM.
Recently we had a customization request from one of our clients regarding email sending to the selected people of Sage CRM Groups. To achieve the same, we have added the ‘Email Offer’ button on the Summary screen of an entity. This button can be added at any place.
On click of ‘Email Offer’ button pop up screen will open. On this screen, users get the ‘Contact Email List’ and ‘Group Email List’ buttons to send emails to their contacts or groups.
Contact Email List:
On click of ‘Contact Email List’ button pop up screen will open, and it shows contact list of logged in user i.e. persons available under MY CRM | Contacts. From this popup screen user can select multiple contacts at the same time and the selected contacts email addresses will automatically pull in the ‘To’ section of the above email pop-up.
On click of the ‘Send Email’ button mail will send to all the users selected on the above screen.
Group Email List:
On click of “Group Email List” button pop up screen will open, and it shows group list available for logged in user i.e. Groups available under MY CRM | Groups.
From this pop up screen user can select multiple contacts at the same time from the multiple selected groups. There is also the functionality of “Select All” and “Exclude All”. When user select group name, it expands and shows all the peoples from the group.
Using the “Select All” button users can easily select all users from their respective groups. Also, using the “Exclude All” button users can easily remove selected persons from the respective group. It helps users to select or deselect persons from different groups at the same time.
On click of ‘Close’ button, only the email address of selected users in the above screen will automatically pull in the ‘To’ section of the email screen. On click of ‘Send Email’ offer mail will send to all the selected users.
In this way using this customization users will easily send emails to a group of persons or multiple persons from different groups at the same time. Also, all the email out communications is added to the Communication tab of respective persons so that users can easily track the emails as well from Sage CRM itself.
Greytrix – a globally recognized and one of the oldest Sage Development Partner 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 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 and 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 processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at email@example.com. We will be glad to assist you.
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