{"id":8518,"date":"2014-08-27T08:50:50","date_gmt":"2014-08-27T08:50:50","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8518"},"modified":"2014-08-27T08:50:50","modified_gmt":"2014-08-27T08:50:50","slug":"control-access-to-group-emailing-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/27\/control-access-to-group-emailing-in-sage-crm\/","title":{"rendered":"Control Access to Group Emailing in Sage CRM"},"content":{"rendered":"<p>Sage CRM is a flexible system with strong controls to manage your business efficiently. Let\u2019s see today about one of its Emailing feature. In Sage CRM, users can easily search for Companies or People and send emails using <strong>New Email<\/strong> button available on <strong>Find<\/strong> or <strong>Groups<\/strong> screens.<br \/>\n<span style=\"color: #993300;\"><strong><em>New Stuff: <\/em><\/strong><a title=\"Additional Information in Entity Top Content Screens \u2013 Sage CRM v7.2\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/27\/additional-information-in-entity-top-content-screens-sage-crm-v7-2\/\" target=\"_blank\"><span style=\"color: rgb(0, 0, 0);\">Additional Information in Entity Top Content Screens \u2013 Sage CRM v7.2<\/span><\/a><\/span><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/13\/fiddler-a-tool-which-gives-you-a-super-power\/\"><br \/>\n<\/a><strong>New E-mail button on Sage CRM Find screen:<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/08\/Untitled3.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-8524\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/08\/Untitled3.jpg\" alt=\"Untitled3\" width=\"628\" height=\"257\" \/><\/a><\/strong><br \/>\n<strong>New E-mail button in Sage CRM Groups:<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/08\/Untitled21.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-8523\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/08\/Untitled21.jpg\" alt=\"Untitled2\" width=\"626\" height=\"231\" \/><\/a><\/strong><br \/>\nAdmin user can configure access rights to\u00a0<strong>New E-mail<\/strong>\u00a0button by following the below steps.<br \/>\n1) Login in to\u00a0Sage CRM.<br \/>\n2) Navigate to below path.<br \/>\n<strong>Administration | E-mail &amp; Documents | Documents &amp; Reports\u00a0Configuration<\/strong>.<br \/>\n3) Here the user can set field <strong>Send E-mail available on Search\/Groups<\/strong> as either <strong>Admin Only<\/strong> or <strong>Info Manager<\/strong>.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/08\/Untitled11.jpg\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-8522\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/08\/Untitled11.jpg\" alt=\"Untitled1\" width=\"626\" height=\"322\" \/><\/a><br \/>\nDepending upon the settings done, <strong>New E-mail<\/strong> options will be available for Sage CRM users. If <strong>Admin only<\/strong> or <strong>Info Manager<\/strong> Options are set, then <strong>New E-mail <\/strong>button will no longer be available to Non-Admin users.<br \/>\n<strong><span style=\"color: #993300;\">Also Read:<\/span><br \/>\n<\/strong>1)\u00a0<a title=\"Hide Export data option for Non admin users\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/06\/hide-export-data-option-for-non-admin-users\/\" target=\"_blank\">Hide Export data option for Non admin users<br \/>\n<\/a>2)\u00a0<a title=\"Hide Tracking Note field while progressing workflow\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/03\/hide-tracking-note-field-while-progressing-workflow\/\" target=\"_blank\">Hide Tracking Note field while progressing workflow<br \/>\n<\/a>3)\u00a0<a title=\"Client Side API to hide and show Column of grid\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/06\/27\/client-side-api-to-hide-and-show-column-of-grid\/\" target=\"_blank\">Client Side API to hide and show Column of grid<br \/>\n<\/a>4)\u00a0<a title=\"Hide Unwanted Buttons in Sage CRM 7.2\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/06\/06\/hide-unwanted-buttons-in-sage-crm-7-2\/\" target=\"_blank\">Hide Unwanted Buttons in Sage CRM 7.2<br \/>\n<\/a>5)\u00a0<a title=\"Hide fields and extra spaces in Sage CRM\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/04\/26\/hide-fields-and-extra-spaces-in-sage-crm\/\" target=\"_blank\">Hide fields and extra spaces in Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage CRM is a flexible system with strong controls to manage your business efficiently. Let\u2019s see today about one of its Emailing feature. In Sage CRM, users can easily search for Companies or People and send emails using New Email button available on Find or Groups screens. New Stuff: Additional Information in Entity Top Content\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/08\/27\/control-access-to-group-emailing-in-sage-crm\/\">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":[6,78,83,131,170,332,337],"tags":[487,759,1042,1232,1577,2010,2031,2033],"class_list":["post-8518","post","type-post","status-publish","format-standard","hentry","category-access","category-control","category-crm72","category-email","category-group","category-sage-crm","category-sage-crm-7-2","tag-access","tag-control","tag-email","tag-group","tag-mass-emailing","tag-sage-crm","tag-sage-crm-7-1","tag-sage-crm-7-2"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Control Access to Group Emailing 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\/2014\/08\/27\/control-access-to-group-emailing-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Control Access to Group Emailing in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM is a flexible system with strong controls to manage your business efficiently. 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