• pers_optout updating for all records

    We have a situation where an email address is being used across multiple person records. It appears that when updating the pers_optout that it updates the value for any record that has that email address is also updated. Is there any way around this?…
  • How to send out email about company detail in Lead workflow?

    Hi all, in my Lead workflow, I wanted to send out email to recipients once an action is triggered. However, in the list of fields to include in email content, I cannot select any company detail from Company table. Its only showing data from Lead table…
  • Duplicated lines in Lead communication

    Hi all, I have a workflow where I send emails on action. Looking into the communication list, the email log seems to be duplicated. Looking into the table Communication, the row content are the same but the Comm_CommunicationId is different. Is this…
  • Notifications

    Can you tell me CRM if we can have an automated email notification sent to the sales rep when a lead is assigned to them?
  • how to auto assign to another person if the lead have no action for 24 hours?

    Hi all, I have created a workflow below. Lets say person A is assigned to a lead stage "Document Reviewed", and did nothing after 24 hours, how do I auto assign the lead to another person of the same team, and inform both persons by email/notification…
  • Add Email Address To Selected Person

    Is it possible to add the persons email address below here? Thanks!
  • Escalation E-mail / Template Sending Merged Documents

    Good day, all. We have a requirement to have a document of a specific type that was merged / uploaded against a custom entity, to be sent to the linked customer record using an escalation e-mail. We have previously developed an application that can…
  • Defaulting an email template to a specific Action within the dropdown option

    Hi. I'm hoping this is something we can do. We use an Invoice template to send invoices to customers. We would like to have the Invoice template default to a specific Action called "Invoice Sent". I can default all actions to this selection, however…
  • Sage CRM reply to email with template deletes original email body / thread

    Hello, Wonder if anyone can assist or advise: When using inbuilt Sage CRM email client to reply to received email email, click reply> select template which is inserted but results in the original email body / thread of history being deleted/replaced…
  • Unable to upload PDF file attached to email

    Client is using Sage CRM 2023R1 and using new email import from exchange. Never had an issue prior but now CRM will not allow import of PDF file saying that it is restricted. We checked the setting to "Allow file name extensions for upload" and pdf is…
  • Send Email via outlook

    Hi All, I've searched the discussion and cannot find anything on this. we have recently upgraded to Sage CRM 2022 R2, since upgrading i can no longer see the 'send via outlook' button when it comes to sending emails from CRM. We would like to use this…
  • Import Emails functionality

    Is there going to be an import emails button added to cases as it's on Opportunities but not on cases, leads, orders or quotes could it be added in a future release of CRM?
  • New Import List screens

    Is it possible to add the email To field into the new Import email screens in CRM, customer is wanting to add it to the list for the Sent Items? Thanks
  • Email with external links go to junk mail

    Using CRM 2022R2 and Office365. Have setup email templates for employees to use when sending emails. Started having all emails being received as junk or not being received at all. Emails were being classified as junk by recipient email servers. After…
  • vNotificationOpportunity error?

    Hi all, I'm new to CRM so was wondering what the issue is here? I don't need a trigger, it must just execute when this workflow step is clicked. Thanks in advance for the help.
  • Lead workflow. Location of insert fields view

    Help please! I need help determining where the system stores the view associated with workflow emails for leads. One of my collegues created a custom workflow to be used for leads. When I attempt to add fields to email created within a workflow, I only…
  • Automatic Email Notifications

    Hi All, What would be (if possible) the best way to have CRM automatically send an email out to a set address when someone: Reassigns an opportunity or Changes the status and stage on an opportunity? This would be going to the same email address…
  • MessageBlock multiple recipients -- how to read from query

    Help please! I need to send an email to a list of recipients based on a query. The intended recipients can change over time. Therefore, I have created a list within the system so that emails can be added or removed at any time by users that have access…
  • Trim search box fields

    We are having an issue where users are copying data from another source like excel and pasting it into the search but there is an extra space at the end of the string, so the search results show 0 results. For example a user will paste '[email protected]
  • Can I use CRM escalation to send out an email that is currently filed as a communication with it's filed attachment?

    I am using Sage CRM 2020 R1. I am using the email manager service to pick up emails and create a communication in CRM. Every email has attachments. Depending on some logic, I want to be able to send the email and attachment out to another recipient…
  • Sage CRM Mobile Workflow Action/Send Email

    I have seen this asked before, and I am assuming the answer is still no, but perhaps someone has a workaround. One of my clients workflow actions in Opportunity to send an email for a quote request. They want that functionality in the Mobile site through…
  • Duplicate email detection bug in Sage CRM 2021 R1??

    Help please! I am trying to determine if what I am seeing in Sage CRM 2021 R1 is a bug or if this is how the system currently works through to 2022. Here is my issues....Leads are generated when companies express interest in a particular software being…
  • Email reports to non CRM users within the company

    Is it possible to generate and email reports out of Sage CRM on a recurring basis? Sage CRM will be used by members of the sales team. However, it appears that management wants to be able to send automated reports to members of the sales team along…
  • Data export - html emails

    Hi, I need to export the communications from our CRM; since we have Tableau linked to Sage, I grab the data from Tableau. However, the html communications are just coming over as an html block, unless they're very short. Can someone tell me how I…
  • error message

    when i trying to export aged report to excel iam facing this error message 'an un expected error occured while copying your report tomicrosoft excel please try again' how to resole it please help me