Outbound e-mails and inbound e-mails are essential for any CRM. When you use CRM it becomes essential that inbuilt email editors and settings are configurable to support standard as well as custom modules. The New Stuff: Download Documents from Self-service site In SageCRM we have outbound email configurations like below. This works perfectly when sending… Read More »
Hi guys, I had discussed a method to remove the Send E-mail button from the email screen through my below post Related Post:Remove send e-mail button from e-mail screen and use send using outlook only With this post I will explain the other way around I.e. how you can get rid of Send using Outlook… Read More »
In SageCRM inbound email configurations we can configure multiple accounts for filing emails as follows. 1. Login into Sage CRM 2. Go To Administration || Email and Documents || Email Management Server Options After configuration of these accounts and starting CRM Email Manager Service, CRM will download all emails from these accounts. We can check… Read More »
This is in continuation with the chain blog we are posting on SageCRM Outlook integration. In previous blog we discussed how to install and verify the Outlook Integration with SageCRM 7.2. In this blog I will explain how to add and sync contacts from CRM to outlook, updating contact details and how to file and… Read More »
This is in continuation with the chain blog we are posting on SageCRM Outlook integration. In previous blog we discussed the limitations to file number of email at one go. Refer the link added below. In this blog I will explain how to install and verify the Outlook Integration with SageCRM 7.2. Also Read – Outlook integration – Limit… Read More »
We all know that SageCRM can be integrated with Microsoft Outlook which gives you complete bidirectional synchronization of emails, contacts, appointments and tasks. You can work directly in Microsoft Outlook or Sage CRM as per your schedule. From Microsoft Outlook, emails can be sent\received and also we can choose which email should be filed in… Read More »
In Sage CRM, if we need create an email template with inline image, what we do normally is write the content of an email and reference the image from local path to build the design, however sometimes when we send an email the image doesn’t appear in the email body. We see the empty block… Read More »
In our earlier post, we have discussed about “Notification feature in Sage CRM V7.2”. Here are some of the other changes that I have seen in the Sage CRM 7.2 version. Until Sage CRM v7.1, email screen used to get open in 3 different formats. i.e, Split : If this option is selected, email window will… Read More »
What is more important for successful business? Good resources, big premises, cafeteria, assembly areas :). Yes, these all are necessary but one thing which makes the difference is the hierarchical organization structure. In CRM we have provision to create users and specify the profiles for them. Along with this we also have field named Forecasting… Read More »
In Sage CRM, for creating the case there is standard workflow or we can create the new workflow as per our requirement also. Not only for cases, workflow can also be defined for other entities like opportunity, lead, etc. In workflow, there is one action as “Send E-mail”. This action is used to send emails… Read More »
