{"id":13046,"date":"2016-07-28T08:36:21","date_gmt":"2016-07-28T08:36:21","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=13046"},"modified":"2022-08-04T12:16:35","modified_gmt":"2022-08-04T12:16:35","slug":"send-e-mails-to-multiple-contacts-in-sage-crm-7-3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/07\/28\/send-e-mails-to-multiple-contacts-in-sage-crm-7-3\/","title":{"rendered":"Send e-mails to Multiple Contacts in Sage CRM 7.3"},"content":{"rendered":"<p>Sage CRM provides many powerful features. One of them is Email functionality. Users can send bulk and individual emails to Customers using this feature.<br \/>\nNow in this blog we are going to discuss the new feature that is available in Sage CRM 7.3. A Company can have multiple contacts. These contacts are nothing but people in Sage CRM.<br \/>\nLet\u2019s say if users have a requirement to send an email to multiple contacts from People screen. Then this will be a tiresome job to do. Where user need to always navigate to each contact details screen and go and click on the email addresses and then draft the same mail or paste a copied context to the mail. This would be time consuming efforts for users.<br \/>\nIn Sage CRM 7.3 version this effort can be controlled as Sage has added an interesting feature which allows users to select multiple contacts on email screen and send email at one go.<br \/>\n<span style=\"color: #993300;\"><strong><em>&nbsp;New Stuff:&nbsp;<\/em><\/strong><\/span><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/07\/26\/open-cases-summary-report-to-managers\/\" target=\"_blank\" rel=\"noopener\">Open Cases Summary Report to Managers.<\/a><br \/>\nTo allow the services of above functionality we need to ensure Email Screen Position is set to pop option under User preferences. Refer below screenshot.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/07\/email-screen-pop-up1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-large wp-image-13054\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/07\/email-screen-pop-up1-1024x397.jpg\" alt=\"email screen pop-up\" width=\"595\" height=\"231\"><\/a><br \/>\nNow when users navigate to People tab on Company context and hitting on one of the contacts email address hyperlink email pop up screen will be opened defaulting the selected contacts email address in email TO field.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/07\/Show-Company-People-and-Pop-up-email-screen1.jpg\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-13056\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/07\/Show-Company-People-and-Pop-up-email-screen1-1024x462.jpg\" alt=\"Company People and Pop up email\" width=\"595\" height=\"268\"><\/a><br \/>\nIf they wish to send email to multiple contacts, they can click on other contacts email address hyperlink which will be added to existing pop up window which is defaulted with previous selected contacts email address. Similarly hitting on more contacts email hyperlink will add their email addresses to the email pop up window in email TO field.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/07\/Show-Company-People-highlighting-multiple-contacts-and-Pop-up-email-screen-having-multiple-address1.jpg\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-13057\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/07\/Show-Company-People-highlighting-multiple-contacts-and-Pop-up-email-screen-having-multiple-address1-1024x438.jpg\" alt=\"Company People highlighting multiple contacts and Pop up email screen having multiple address\" width=\"595\" height=\"255\"><\/a><br \/>\nAdditional to above feature users can also add additional addresses to CC: or BCC: recipient fields by using below,<\/p>\n<ul>\n<li>CTRL-Click to add a CC: address.<\/li>\n<li>ALT-Click to add a BCC: address.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/07\/Show-arrow-pointing-between-Company-People-Pop-up-email-screen-having-multiple-address-in-CC-and-BCC1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-13055\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/07\/Show-arrow-pointing-between-Company-People-Pop-up-email-screen-having-multiple-address-in-CC-and-BCC1.jpg\" alt=\"address in CC and BCC\" width=\"595\" height=\"255\"><\/a><br \/>\nEmail once sent to multiple contacts will also record email out communication to all the selected contacts in Sage CRM.<br \/>\n<strong>About Us<br \/>\n<\/strong>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<br \/>\n<a href=\"http:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">Greytrix<\/a>&nbsp;has some unique integration solutions for Sage CRM with Sage ERP\u2019s (<a href=\"http:\/\/www.greytrix.com\/Product\/81\/Sage-CRM\/GUMU---Sage-ERP-X3-Integration\" target=\"_blank\" rel=\"noopener\">Sage X3<\/a>,&nbsp;<a href=\"http:\/\/www.greytrix.com\/Product\/18\/Sage-CRM\/GUMU---Sage-100-ERP-Integration\" target=\"_blank\" rel=\"noopener\">Sage 100<\/a>,&nbsp;<a href=\"http:\/\/www.greytrix.com\/Product\/19\/Sage-CRM\/GUMU---Sage-500-ERP-Integration\" target=\"_blank\" rel=\"noopener\">Sage 500<\/a>&nbsp;and&nbsp;<a href=\"http:\/\/www.greytrix.com\/Product\/93\/Sage-CRM\/GUMU---Sage-300-ERP-Integration\" target=\"_blank\" rel=\"noopener\">Sage 300<\/a>). It also offers best-in-class&nbsp;<a href=\"http:\/\/www.greytrix.com\/Product\/37\/ERP-Development\/Sage-ERP-X3\" target=\"_blank\" rel=\"noopener\">Sage ERP customization and development services<\/a>&nbsp;to&nbsp;Business&nbsp;Partners,&nbsp;End&nbsp;Users and Sage PSG worldwide. <a href=\"http:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">Greytrix<\/a>&nbsp;helps in&nbsp;<a href=\"http:\/\/www.greytrix.com\/Product\/68\/Sage-CRM\/ACT-to-Sage-CRM-Migration\" target=\"_blank\" rel=\"noopener\">migrating to Sage CRM from ACT<\/a>,&nbsp;<a href=\"http:\/\/www.greytrix.com\/Product\/26\/Sage-CRM\/Goldmine-to-Sage-CRM-Migration\" target=\"_blank\" rel=\"noopener\">Goldmine<\/a>&nbsp;and other CRM\u2019s.<br \/>\nFor more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\" target=\"_blank\" rel=\"noopener\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage CRM provides many powerful features. One of them is Email functionality. Users can send bulk and individual emails to Customers using this feature. Now in this blog we are going to discuss the new feature that is available in Sage CRM 7.3. A Company can have multiple contacts. These contacts are nothing but people\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/07\/28\/send-e-mails-to-multiple-contacts-in-sage-crm-7-3\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-13046","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Send e-mails to Multiple Contacts in Sage CRM 7.3 - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/07\/28\/send-e-mails-to-multiple-contacts-in-sage-crm-7-3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Send e-mails to Multiple Contacts in Sage CRM 7.3 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM provides many powerful features. One of them is Email functionality. Users can send bulk and individual emails to Customers using this feature. Now in this blog we are going to discuss the new feature that is available in Sage CRM 7.3. A Company can have multiple contacts. 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