Tag Archives: Email

Auto – complete tasks of a closed opportunity in Sage CRM

As we all know, Sage CRM’s Communications entity has not only helped to manage communication with the Customers but also internally within the application users. Another important feature is the ability to link these communications of any type i.e. Task, Appointments, or Email to the respective Sales or Service record of the Customer. This has… Read More »

Avoid Duplicate Record Creation in Sage CRM Version 2020R1

As we know every new version of Sage CRM is coming with many features which makes our business process trouble free. In Sage CRM we can add multiple records for all entities in which contact information of customer is added. Lead entity is mostly use to add new leads records, which is very important for… Read More »

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 Event 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 »

Importing email and phone details of contacts from Sage X3 to Sage CRM

GUMU™ for Sage CRM – Sage X3 Integration is a real-time bi-directional integration between Sage CRM and Sage X3 enables users to access customer, invoice and order information from either of these two systems. We are releasing soon a new setup for GUMU™ Sage CRM – Sage X3 integration which is version 1.1 for CRM… Read More »

Create Email Signature feature in Sage CRM 2017

Sage CRM 2017 provides new feature of creating Email Template using “Create Email Signature” present in Preferences tab. Instead of creating email template using Email and Document settings, we can create it by simply navigating to Preferences tab. New Stuff: GUMU™ for Sage CRM – Sage X3 Integration video tutorials Steps to Add New Email Signature… Read More »

Mark Business Email field as Optional on Company Entry screen of Mobile Theme in Sage CRM v7.3

In my previous blog, we have explained how an extra information can be displayed in Appointment section of Calendar tab of Sage CRM Mobile Theme. In this blog, we will explain how to make Business Email field as Optional. New Stuff: Display Additional information on Calendar screen of Sage CRM Mobile App In Sage CRM… Read More »

How Sage CRM changed Structure of Phone and Email in Sage CRM 7.2

Hi folks! You all must be familiar with the following entities in CRM ”Email”, “Email Link”, “Person” ,“Person Link” ,”phone” and “Phone Link“ table .These are the tables where person’s and company’s communicated related details are saved. But when you want to check one of these details in database for the related company or person… Read More »