{"id":25275,"date":"2021-01-28T07:31:29","date_gmt":"2021-01-28T07:31:29","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25275"},"modified":"2021-01-28T07:31:31","modified_gmt":"2021-01-28T07:31:31","slug":"display-the-emails-actual-received-date-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/01\/28\/display-the-emails-actual-received-date-in-sage-crm\/","title":{"rendered":"Display the Email’s Actual Received Date in Sage CRM"},"content":{"rendered":"\n

We are all aware of the Sage CRM<\/a>‘s Communications module and the various features that are readily available to manage and maintain the Customer relationship. The flexibility of managing not only external communication activities with Customers but also utilizing the system in managing the internal communication with CRM users of the organization has made the communications centralized without having to switch between various systems; thereby reducing the time investment.<\/p>\n\n\n\n

One of the eye catchy feature of Sage CRM’s Communication module is the Email functionality. It has not only allowed the Users to send emails from the CRM system but also helped to record them as communication in CRM. Apart from that, the ability of downloading Emails in CRM of a centralized Mail account has helped many Business users in attending the Customer queries or enquiries without missing out any records and helping the customer with timely response.<\/p>\n\n\n\n

New Stuff:<\/strong><\/em> GUMU™ Integration is compatible with Sage CRM v2020 R2 and Sage 500 v2019<\/a><\/p>\n\n\n\n

The Email Management Server options helps in configuring the POP and SMTP settings of the email account in Sage CRM on which the Email Management needs to be enabled. Along with this, User can also specify\/select the Standard script file that will be used to process the email. Sage CRM’s Script files are shipped as part of Email Management and allow you to specify various ways to handle emails.<\/p>\n\n\n\n

However, on observing the behaviour of the Emails downloaded in CRM we found that the Emails received date was not similar to the one displayed in the Mailbox but it kept on displaying the Current date. Thus, if any Business decides to configure and download all the Old as well as current emails in Sage CRM; it would display the Email’s received date as the Current date (the day on which it gets downloaded in CRM) thereby making it difficult to segregate the new and old emails.<\/p>\n\n\n\n

In order to fix this, we reviewed the Script file that was configured for Email Inbound Configuration i.e. Template.js file. Here, if you check the script at line# 286; you will find the code as highlighted below that is responsible in setting the Current date value for the downloaded emails.<\/p>\n\n\n\n

\n<\/a>\n\n
JavaScript that displays Current date on Email screen<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n

We rectified this by adding modifying the script as highlighted below. Users should either remove or disable\/comment the standard line of codes for the fixes to reflect in CRM.<\/p>\n\n\n\n

\n<\/a>\n\n
JavaScript that displays Actual Received date on Email screen<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n

The changes will be reflected on Email screen as shown below –<\/p>\n\n\n\n

\n<\/a>\n\n
Changes reflected on Email Screen<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

Here the Sent Date<\/strong> reflects the Date value on which the Email was received in the Account’s Mailbox; whereas, the Received Date<\/strong> reflects the Date value when the Email was downloaded in Sage CRM.<\/p>\n\n\n\n

In this way, Business users can easily download as well as identify the Old and New emails in Sage CRM that will help in segregating as well as manage their services to the Customer accordingly.<\/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":"

We are all aware of the Sage CRM‘s Communications module and the various features that are readily available to manage and maintain the Customer relationship. The flexibility of managing not only external communication activities with Customers but also utilizing the system in managing the internal communication with CRM users of the organization has made the\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":[19,45,65,70,95,98,103,105,119,129,131,132,133,156,200,204,332,335,3986,351,352,388,389],"tags":[715,4317,4320,1051,4319,4316,4318,4321],"class_list":["post-25275","post","type-post","status-publish","format-standard","hentry","category-administrator","category-business-email","category-codeless","category-communication","category-custom-page-sage-crm","category-customization","category-date","category-date-validation","category-display","category-editor","category-email","category-email-inbound","category-email-server","category-file-email","category-javascript-sage-crm","category-js-file","category-sage-crm","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-screen-sage-crm","category-script","category-sync","category-synchronization","tag-communications","tag-display-the-emails-actual-received-date-in-sage-crm-2","tag-email-inbound-configuration","tag-email-management","tag-email-management-server-options","tag-emails-actual-received-date-2","tag-emails-in-crm","tag-sent-date"],"yoast_head":"\nDisplay the Email's Actual Received Date 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\/2021\/01\/28\/display-the-emails-actual-received-date-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Display the Email's Actual Received Date in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"We are all aware of the Sage CRM‘s Communications module and the various features that are readily available to manage and maintain the Customer relationship. 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