• 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…
  • E-mail Messages Dropped/Imported Into CRM Documents

    I currently operate CRM in Chrome and when I try to drop an e-mail from Outlook into the "Drop File Here to Attach Them" box nothing happens. Is there a setting that has to be adjusted to allow e-mail messages to be dropped into CRM?