Category Archives: Email

Duplicate Email Notification in Sage CRM 2020R1 at time of “Send To MailChimp”

We Know MailChimp is one of the most useful at the time of Mass Email Sending for Marketing. As we know using MailChimp integration with CRM, we can send emails via group, however in group of company or person there are duplicates of mail address of persons and companies. One of the new feature in… Read More »

Sage CRM Contract Manager is compatible with Sage CRM 2019 Releases

In the year of 2019 Sage has come up with two latest release of Sage CRM (2019R1 and 2019R2) which includes new features to help the organization’s front office. The issues which were addressed by end users like custom entities workflow and navigations, Report, Mail merge and many more are been solved in the latest… Read More »

Changing the Default Status of Communication while filing inbound Emails in SAGE CRM

One of the best feature available in Sage CRM is Email functionality. Sage CRM Email Integration allows users to send and receive emails directly in CRM by configuring SMTP and POP details in CRM. Users can then easily process these emails by taking necessary actions such as logging a Ticket, creating an enquiry or so… Read More »

Restrict Quick Find Search for Phone and Email data

Quick Find functionality in Sage CRM provides instant results based on the key terms entered in Quick Find search box. Quick Find will return results containing your key terms in any text field, email field or URL field. Quick Find functionality depends on Quick Find service which runs as a background process and returns data… Read More »

Error while sending group to MailChimp in Sage CRM

MailChimp is one of the effective email marketing tool available in sage CRM, through which you can send bulk of emails to your customers/prospects just by creating various marketing campaign in CRM. The results from the campaign are shown within Sage CRM and you can see various statistics like how many people opened the email… Read More »

Disabling MailChimp Integration from Sage CRM

MailChimp is an email marketing solution that is integrated with Sage CRM to let you create online campaigns, send emails, and track results for campaigns. You can easily integrate MailChimp with Sage CRM by configuring API key and List Id. Related Stuff: Unable to save MailChimp Configuration in Sage CRM In this blog I will… Read More »

Enabling secure email connection in Sage CRM

One of the powerful tool in business industry is Emailing. Sage CRM also provide emailing feature. Users can send or receive emails from CRM or they can even do Mass Mailing. One of the drawback of emailing in earlier version of Sage CRM is that CRM does not support TLS/SSL enabled connection. Means if you… Read More »

Unable to save MailChimp Configuration in Sage CRM

MailChimp is been extensively used for Email Marketing in Sage CRM. Using this we can send emails in bulk to all the Customers available in Sage CRM. To integrate MailChimp in Sage CRM, we have to create MailChimp account and get API Key and List Id. New Stuff: Deleting Report categories of Sage CRM from… Read More »

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

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… Read More »

Use of Exclude All and Include All buttons in Static Group

GROUPS is a very efficient feature provided by SAGE CRM using which we can collectively refer to the several entity records at the same time for performing particular action. This functionality is available for all the standard entities in SAGE CRM like Company, Person, Cases, opportunities etc. In this blog we are going to explain… Read More »