{"id":27012,"date":"2023-02-28T05:54:10","date_gmt":"2023-02-28T05:54:10","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=27012"},"modified":"2023-02-28T05:54:13","modified_gmt":"2023-02-28T05:54:13","slug":"sage-crm-troubleshooting-new-e-mail-issue","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/02\/28\/sage-crm-troubleshooting-new-e-mail-issue\/","title":{"rendered":"Sage CRM: Troubleshooting New E-mail issue"},"content":{"rendered":"\n

Sage CRM Email functionality allows users to send emails using the CRM\u2019s inbuilt email editor and a communication record is created for outbound emails. To send emails from CRM, we need to configure the email settings through which emails will be sent from Sage CRM. We can also configure multiple email addresses as From Address in CRM. Also, user can download the inbound emails in Sage CRM for particular Email Id. In latest version of Sage CRM, we can integrate CRM with Exchange Server.<\/p>\n\n\n\n

New Stuff<\/em><\/strong>: GUMU\u2122 Security Matrix enhancement for Sage CRM \u2013 Sage 100 Integration.<\/a><\/p>\n\n\n\n

For one of our client we installed a Sage CRM and uploaded all the customizations. We have also configured the Email settings to send emails from CRM. But, when we try to send email from CRM, we are unable to do so. We are getting the error stated that \u201cYou do not have an E-mail address. Please contact your System Administrator.\u201d <\/strong>You can refer to the below screenshot for the same.<\/p>\n\n\n\n

\n<\/a><\/p>\n\n\n\n

As you can see, the error itself depicts that there is no email address i.e. from email address<\/strong> available through which email will be sent.<\/p>\n\n\n\n

Basically, to send an email \u201cFrom Email<\/strong>\u201d address is necessary in CRM. Whenever we try to send an email from CRM, CRM checks whether Email Alias is created in CRM as \u201cFrom Email Address<\/strong>\u201d or email id is configured against Logged In<\/strong> user. If both of them are not available then it will show the above error.<\/p>\n\n\n\n

In this blog we are going to explain how to overcome such issue in CRM. In CRM, you can add the \u201cFrom email address<\/strong>\u201d i.e. Sender’s email address<\/strong> in two ways-

The first way is to add the email address against the user. You can refer below steps for the same:<\/p>\n\n\n\n

  1. To add the email address, you can go to the Administration \u2192 Users \u2192 Users<\/strong><\/li>
  2. Find the user against whom you want to add the email address.<\/li>
  3. Add the email address in the E-mail field<\/strong> and save the changes. Refer below screenshot for your reference.<\/li><\/ol>\n\n\n\n

    \n<\/a><\/p>\n\n\n\n

    Another way is to create E-mail Aliases in CRM. E-mail aliases are used for sending emails from CRM. You can create multiple email aliases in CRM. Refer below steps to create E-mail Aliases in CRM.<\/p>\n\n\n\n

    <\/p>\n\n\n\n

    1. Go to Administration \u2192 E-mail and Documents \u2192 E-mail Aliases<\/strong> and click on New button.<\/li>
    2. On E-mail Address Options screen, capture the below fields and save the changes. You can restrict the E-mail Aliases for specific user of team as well. Refer below screenshot for the same.<\/li><\/ol>\n\n\n\n

      \n<\/a><\/p>\n\n\n\n

      Once you are done with any one of the above configuration, you can try to send an email from New Email Option in CRM. And now, you will be able to send an email from the screen.<\/p>\n\n\n\n

      In this way you can troubleshoot the new e-mail issue in CRM by configuring email address at user level or by creating email alias.<\/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":"

      Sage CRM Email functionality allows users to send emails using the CRM\u2019s inbuilt email editor and a communication record is created for outbound emails. To send emails from CRM, we need to configure the email settings through which emails will be sent from Sage CRM. We can also configure multiple email addresses as From Address\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":[83,131,332,333,334,335,3987,3985,3986,4525,4550,4551,336],"tags":[793,2010],"class_list":["post-27012","post","type-post","status-publish","format-standard","hentry","category-crm72","category-email","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2018-crm72","category-sage-crm-2019-r1-sage-crm","category-sage-crm-2019-r1","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-2021-r2","category-sage-crm-2022-r1","category-sage-crm-2022-r1-sage-crm","category-sage-crm-7-1-sp2","tag-crm","tag-sage-crm"],"yoast_head":"\nSage CRM: Troubleshooting New E-mail issue - 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\/2023\/02\/28\/sage-crm-troubleshooting-new-e-mail-issue\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM: Troubleshooting New E-mail issue - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM Email functionality allows users to send emails using the CRM\u2019s inbuilt email editor and a communication record is created for outbound emails. To send emails from CRM, we need to configure the email settings through which emails will be sent from Sage CRM. We can also configure multiple email addresses as From Address\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/02\/28\/sage-crm-troubleshooting-new-e-mail-issue\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2023-02-28T05:54:10+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-02-28T05:54:13+00:00\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/02\/28\/sage-crm-troubleshooting-new-e-mail-issue\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/02\/28\/sage-crm-troubleshooting-new-e-mail-issue\/\",\"name\":\"Sage CRM: Troubleshooting New E-mail issue - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"datePublished\":\"2023-02-28T05:54:10+00:00\",\"dateModified\":\"2023-02-28T05:54:13+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/02\/28\/sage-crm-troubleshooting-new-e-mail-issue\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/02\/28\/sage-crm-troubleshooting-new-e-mail-issue\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/02\/28\/sage-crm-troubleshooting-new-e-mail-issue\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Sage CRM: Troubleshooting New E-mail issue\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39\",\"name\":\"Greytrix\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g\",\"caption\":\"Greytrix\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Sage CRM: Troubleshooting New E-mail issue - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/02\/28\/sage-crm-troubleshooting-new-e-mail-issue\/","og_locale":"en_US","og_type":"article","og_title":"Sage CRM: Troubleshooting New E-mail issue - Sage CRM \u2013 Tips, Tricks and Components","og_description":"Sage CRM Email functionality allows users to send emails using the CRM\u2019s inbuilt email editor and a communication record is created for outbound emails. To send emails from CRM, we need to configure the email settings through which emails will be sent from Sage CRM. We can also configure multiple email addresses as From Address\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/02\/28\/sage-crm-troubleshooting-new-e-mail-issue\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2023-02-28T05:54:10+00:00","article_modified_time":"2023-02-28T05:54:13+00:00","author":"Greytrix","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Greytrix","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/02\/28\/sage-crm-troubleshooting-new-e-mail-issue\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/02\/28\/sage-crm-troubleshooting-new-e-mail-issue\/","name":"Sage CRM: Troubleshooting New E-mail issue - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"datePublished":"2023-02-28T05:54:10+00:00","dateModified":"2023-02-28T05:54:13+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/02\/28\/sage-crm-troubleshooting-new-e-mail-issue\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/02\/28\/sage-crm-troubleshooting-new-e-mail-issue\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2023\/02\/28\/sage-crm-troubleshooting-new-e-mail-issue\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Sage CRM: Troubleshooting New E-mail issue"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/402abe5da07cd7f9bfeb6acfa41fae39","name":"Greytrix","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/3cdb553d6ca07df0e407d5e092f2410d163e0fd40b27734b345b04c8f0786969?s=96&d=mm&r=g","caption":"Greytrix"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greytrix\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/27012","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=27012"}],"version-history":[{"count":15,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/27012\/revisions"}],"predecessor-version":[{"id":27030,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/27012\/revisions\/27030"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=27012"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=27012"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=27012"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}