Currently SageCRM provides Mail merge functionality with Word Document. We can Add fields on Word Document and Template works as expected. But what to do if we want to merge the field values on Excel File? We have the solution. We have developed a component which fetches the values from SageCRM and displays in MS… Read More: Excel Mail Merge »
Can we create a Template for Custom Entity in SageCRM? No. Then what to do if we want to send an E-Mail with a Template which contains fields from custom entities? We have solution. We have developed an component which will create a Template containing fields from custom Entity which we could be able to… Read More: Custom Entity E-Mail Sending. »
As per the standard SageCRM functionality we could use the Mail Merge functionality with Standard Primary entities only. Do you want to activate this functionality for Custom Entity? We have developed a component so we could be able to use Mail Merge functionality with Custom Entity. We can Add the fields from Custom Entity in… Read More: Custom Entity Mail Merge? »
Whenever we create person from the company context it takes the default Business email address of the company. Are you willing to change this default email address? This can be easily achieved by putting following code snippet in “Custom Content” field of “Person Entry Screen”.
Do you want to send emails with attachments on regular basis? Need to send it externally from outside of the CRM? Solution:Now it is possible with Sage CRM. We have the workaround which will allow sending email on regular basis from outside of the CRM. This script can run on scheduler basis or we can… Read More: Send Emails with attachments through ACCPAC CRM. »
Need to keep track of incoming mails? Want to sort them with reference to cases?Solution:Now it is possible with in Sage CRM. We have the tool which will track the subject line for any incoming mail in outlook and find the reference case for this email. If the case does not exist, then it will… Read More: Activate workflows for Opportunity/Cases created through Email manager server in… »
Want to search for duplicate entries for Email records? Need a routine to get rid of duplicate entries? Solution:We have a workaround which can easily search for duplicate Emails for the person. Also it will allow the user to delete the Email Addresses which are repeated. We will provide a new Tab named “Searching for… Read More: Search for duplicate Emails for existing ACCPAC CRM persons and… »
Want to customize the Phone – Email area against Company or Person? Need to store the Phone Number along with the Extension? Solution: We are providing a tool, which will provide an additional column named “Extension” along with the Phone Number field under Phone/Email Tab against Company or Person. Extension field is a free text… Read More: Enhance Phone-Email Tab with additional functionality as per User’s requirement »
1. Would you like to create a new Case whenever any “Email In” action take place?2. Need to maintain auto generation of Cases in CRM? Yes, it is possible with our tool!! Solution:We have a workaround which can easily create a new Case for newly filed email in the Sage CRM. Also it automatically fetches… Read More: Auto Generation of Cases in Sage CRM after Email In »
