{"id":15130,"date":"2017-10-30T04:59:52","date_gmt":"2017-10-30T04:59:52","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=15130"},"modified":"2019-03-13T09:52:26","modified_gmt":"2019-03-13T09:52:26","slug":"file-outbound-emails-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/10\/30\/file-outbound-emails-in-sage-crm\/","title":{"rendered":"File Outbound Emails in Sage CRM"},"content":{"rendered":"

Sage CRM<\/a>\u2019s Email functionality helps us to track Inbound and Outbound communications easily. We can also send the emails using Outlook from CRM. For this, you need to integrate the Outlook with CRM.<\/p>\n

New Stuff:\u00a0<\/strong><\/em>Control Access Rights of Entity tabs in Sage CRM<\/a><\/p>\n

While sending an email from CRM to any registered email id against Company or Person, I found that the Email out communication is not getting tagged against Company or Person. So, I checked that the \u201cDo not file this communication<\/strong>\u201d checkbox is checked or not while sending the email. Even though, the checkbox is unchecked, communication was not filling in CRM.<\/p>\n

After searching for many hours, I came to know that, there is one setting available in Email Configuration<\/strong> settings, which will file the outbound communications in CRM. Please refer the below steps to do the same.<\/p>\n