{"id":25144,"date":"2020-12-23T08:44:55","date_gmt":"2020-12-23T08:44:55","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25144"},"modified":"2020-12-23T08:44:58","modified_gmt":"2020-12-23T08:44:58","slug":"merge-one-or-more-templates-while-sending-email-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/12\/23\/merge-one-or-more-templates-while-sending-email-in-sage-crm\/","title":{"rendered":"Merge one or More Templates while sending email in Sage CRM"},"content":{"rendered":"\n

Communication is an integral part of any Business to manage and maintain Customer relationship. Sage CRM<\/a>\u2019s Communication module has made it an utmost priority to help the users record and manage communication activities from and within CRM with an ease. Not only with the Customers but the communication module has helped the users to communicate with the other users of CRM as well. This module comprises of various types of activities such as daily Tasks, Appointments as well as Email which can be handled from a single system itself. The flexibility of integrating CRM with Outlook, Exchange server, Office 365, Classic Outlook etc. has increased the beauty of handling communication activities along with the customer management within a single system.<\/p>\n\n\n\n

Sage CRM\u2019s email functionality has allowed users to send emails to customers and record them as communication in CRM. Sage CRM is having its embedded email editor to write emails. We can also send emails using Microsoft Outlook by doing one setting in Email Configuration.<\/p>\n\n\n\n

New Stuff<\/strong>: Customizable Report Graphs in Sage CRM<\/a><\/p>\n\n\n\n

As you all are aware that, In Sage CRM we can create email templates as per our need and these templates can be selected at the time of sending emails to customer from the dropdown available in the Email screen. We can select only one email template at the time of sending email that would save the time of the CRM users from drafting the emails every single time. The beauty of this Email templates is that, it can be modified or altered at the run time.<\/p>\n\n\n\n

However, what if we anyone wants to merge multiple templates and send email rather than typing in the content manually? Well this can be achieved with the help of Templates<\/strong> functionality available in Email Editor.<\/p>\n\n\n\n

Suppose, you have selected \u201cStandard Email<\/strong>\u201d template from the Template dropdown field and you want to merge another template with the same email. Then, you have to first configure this template in the following path:<\/p>\n\n\n\n

<<CRM Installation Path >>\\ WWWRoot\\ ckeditor\\ plugins\\ templates\\ templates\\ default.js<\/p>\n\n\n\n

  1. Open default.js from above path.<\/li>
  2. Add the highlighted section as shown in below image in the file and save it.<\/li><\/ol>\n\n\n\n
    \n\"Customizations<\/a>\n\n
    Customizations in default javascript of Email Template<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

    Title:<\/strong> Mention the template name.
    Image:<\/strong> Image to be displayed for template.
    Description:<\/strong> Template description.
    Html:<\/strong> Mention the email body in html format.<\/p>\n\n\n\n

    1. Give IIS reset and delete browser cache also.<\/li>
    2. Login in to Sage CRM and click on New Email button.<\/li>
    3. Select the \u201cStandard Email\u201d from Template dropdown and place the cursor where you want to insert new template. Then, click on the \u201cTemplates\u201d button available in Email editor as shown in below screenshot.<\/li><\/ol>\n\n\n\n
      \n\"Selecting<\/a>\n\n
      Selecting Content Template in Email editor screen<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n
      1. Select the template you have created i.e. \u201cSage CRM Customer Template\u201d. Uncheck the \u201cReplace actual contents\u201d checkbox. Otherwise, it will override the existing content available in the email body.<\/li>
      2. After selecting the template, it will be added at the cursor position in the email body as shown in below image.<\/li><\/ol>\n\n\n\n
        \n\"Email<\/a>\n\n
        Email template reflected in the editor screen<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

        In this way, you can merge one or more templates and send email to customer. Another use of these templates can also be at the time of replying to an Inbound email. Here, the user can utilize the email templates configured in CRM without disturbing or removing the previous (inbound) mail trail received\/downloaded in CRM. Thereby saving the time in drafting an reply to the email.<\/p>\n\n\n\n

        About Us<\/strong><\/span><\/p>\n\n\n\n

        Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

        Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

        Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

        For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n

        <\/p>\n","protected":false},"excerpt":{"rendered":"

        Communication is an integral part of any Business to manage and maintain Customer relationship. Sage CRM\u2019s Communication module has made it an utmost priority to help the users record and manage communication activities from and within CRM with an ease. Not only with the Customers but the communication module has helped the users to communicate\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,23,45,70,119,129,131,132,156,200,204,209,264,274,275,276,332,333,334,335,3985,3986,351,352,370],"tags":[4294,711,4297,1059,4173,4292,4293,1736,4295,4296],"class_list":["post-25144","post","type-post","status-publish","format-standard","hentry","category-administrator","category-alignment","category-business-email","category-communication","category-display","category-editor","category-email","category-email-inbound","category-file-email","category-javascript-sage-crm","category-js-file","category-layouts","category-office365","category-outlook","category-outlook-2013-classic-integration","category-outlook-integration","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2018-crm72","category-sage-crm-2019-r1","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-screen-sage-crm","category-script","category-smtp","tag-classic-outlook","tag-communication","tag-email-template","tag-emails","tag-exchange-server","tag-merge-one-or-more-templates-while-sending-email-in-sage-crm","tag-office-365","tag-outlook","tag-sage-crms-email-functionality","tag-standard-email"],"yoast_head":"\nMerge one or More Templates while sending email in Sage CRM - 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\/2020\/12\/23\/merge-one-or-more-templates-while-sending-email-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Merge one or More Templates while sending email in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Communication is an integral part of any Business to manage and maintain Customer relationship. 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