Sage CRM 2023 R2: UX Improvements - Set default timestamp for imported emails for Email Import

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Sage CRM 2023 R2 has introduced a new option called "Default timestamp for imported emails". This option enables users and system administrators to set the default timestamp to apply to the emails imported from Microsoft Exchange Online.

This option can be found in user preferences and is configured as follows:

Users:

Go to Preferences.

Locate the Default timestamp for imported emails and select one of the following:

  • Use email date. Marks the imported messages with their original sent date (if the messages are outgoing) or received date (if the messages are incoming).
  • Use current date. Marks the imported messages with the current date.

System administrators:

Go to Users > Users.

Search for and select a user.

Select User Preferences.

Locate the Default timestamp for imported emails and select one of the following:

  • Use email date. Marks the imported messages with their original sent date (if the messages are outgoing) or received date (if the messages are incoming).
  • Use current date. Marks the imported messages with the current date.

Once the default timestamp is set, it will be applied to all emails imported from Microsoft Exchange Online. Users can change the timestamp for individual emails before importing them by selecting a different option from the Timestamp for imported emails drop-down list.