One of the strong features SageCRM provides is E-Mail functionality. This is the reason why we push all our customers to use email outbound and inbound functionalities to the maximum. Now when it comes to inbound emailing, we must know how to handle various issues that are associated with Email Manager Service. You will find… Read More: CRM Email Manager Service failed to start »
Sage CRM is a flexible system with strong controls to manage your business efficiently. Let’s see today about one of its Emailing feature. In Sage CRM, users can easily search for Companies or People and send emails using New Email button available on Find or Groups screens. New Stuff: Additional Information in Entity Top Content… Read More: Control Access to Group Emailing in Sage CRM »
Communications is one of the pillars of successful business. We all communicate with via phone or emails on daily basis. Sage CRM provides SMTP, POP email integrations and inbuilt Email editor goes very well for any set of requirements. However size of the email editor that comes by default is sometimes not sufficient. New Stuff:… Read More: Increasing size of Email Editor in Sage CRM »
Sage CRM version 7.0 onwards when integrated with Sage ERP gives you the web interface for creating Orders and Quotations in ERP. Earlier workstation dependent OCX screens used to open which used to take lot of time for downloading and opening. So Web interface does help a lot performance wise. However as the module is… Read More: Email Order from Web Order Entry screen »
As world presses on everything through automation SageCRM has given a provision to configure inbound emails on specific email id’s in order to generate communications, cases etc. automatically. GUMU: ACT! to Sage CRM Migration using GUMU™ Throughout this blog site we have posted many articles in order to configure inbound emails and get the improved performance… Read More: Advanced E-mail Management Server Options »
Mail merge functionality is one of the very useful SageCRM modules when it comes to sending newsletters, welcome letters etc. With the introduction of Apache Tomcat for this functionality, lot of Java configurations have been introduced to the default install. Any changes to these configurations can lead to issues with the merge process. We have… Read More: Mail Merge Errors in Sage CRM 7.2 »
Nothing is permanent but change is! Same applies to business software’s too. They have to be upgraded over the time in order to take an advantage of new technological advancements. The New Stuff: Have a look at Greytrix bulk Merge utility to merge your duplicate Customer, contact details: http://www.greytrix.com/product.php?prodid=115 Many people find the process of… Read More: Upgrading SageCRM with Inbound email customizations? Read this first. »
SageCRM escalations module ensures timely completion of the tasks assigned to the user and if not completed on time escalates the same to proper authority. These escalations configured in CRM, but we can also control when these escalations will be triggered. Here is how. The New Stuff: Log Me In To Custom Page Escalations getting… Read More: Tuning Escalation Engine »
Hi folks “GREETINGS OF THE DAY”! Nowadays life has become very fast and every minute counts. In this faster world we don’t have time to write letters and e-mail has become popular way of communication. All new age software’s must address all emailing requirements when it comes to business and SageCRM is no different. Outbound… Read More: Processing Inbound Emails using Rule-sets »
In Sage CRM, uploaded documents are saved the directory location configured under Administration | E-mail and Documents | Documents and Reports Configuration section. Please refer below screenshot. To know how documents are stored against different entities in CRM, you can refer our below blog link. Related Post: How Library documents are stored New Stuff: SageCRM and SQL… Read More: Issue with Incorrect Configuration of Library Paths »
