In the past (and I mean really in past) the mode of communication were pigeons and in more recent past it was messengers who would pass information and messages from once place to another. Please note that the messengers specified in the above line were actually people and should not to be confused with present… Read More »
In my previous post I had explained how to add multiple email addresses in the “To” field by checking the checkboxes in custom grid (http://sagecrmaddons.blogspot.com/2010/06/multiple-recipients-in-email.html). This involved a relatively more customizations by creating a tab etc. We have now come up with a component which follows a refined method which will enable you to add… Read More »
There is Send email workflow action provided for this under standard workflow. This functionality is quite efficient for email sending if no complicated e-mail design is involved. We were requested the twist in this e-mail sending functionality for one of the custom entities on our client’s Sage CRM system. Though the entity was custom primary… Read More »
The standard functionality in SageCRM allows us to create workflow for Primary entities. One of the standard workflow actions allows us to send mail through workflow. Using this action an e-mail is sent in the background without any intervention. Now sometimes you come across the requirement where you want to send the mail through workflow,… Read More »
As per Standard functionality of SageCRM , we can send E-mail to the person by entering his Email Id in “To” field. But can you Show the selected person Email id in “To” field from Custom Grid? Well, the answer is Yes. In this blog I would like to present the easy and simple way… Read More »
We are in the service and product development for IT industry for close to 13 years now. Although we are the best in the industry we are not Gods. What I mean to say is that, we too have occasional support cases for our SageCRM integration and migration products. From an end users perspective there… Read More »
Have you ever thought of creating a Lead in sage CRM for every incoming email? Normally, when an Email is filed in CRM, a communication and a case are created, but no lead. To achieve the same in CRM what we can do is that we can modify the default js file which will handle… Read More »
Have you ever thought of creating a Lead in sage CRM for every incoming email? Normally, when an Email is filed in CRM, only a communication and a case are created, no lead. To achieve the same in CRM what we can do is that we can modify the default js file which will handle the… Read More »
Are you looking for the functionality which will help you to automatically send an email once a case is filed into CRM? Yes, you can implement this in CRM. You just need to write one Table Level Script (TLS) for the case. The TLS will fetch the person attached with currently created case and then… Read More »
Now we can Login the CRM externally (Out of CRM Portal) and perform all the required functionality like mentioned below: 1. Mail Merge 2. Send Mails Requisites: It requires Licenced CRM Login Name Password
