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  • 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…

  • #Oppo_OpportunityID# is shown with Opportunity Description texts but not Opportunity ID value in the email

    Hi, I created an email template, and used it for opportunity workflow. The email was sent out properly, however, the #Oppo_OpportunityID# field included in the email template shows Opportunity Description texts instead of Opportunity ID value in email…

  • Selecting email template clears To: field?

    Does this happen to you? I've tried multiple workstations, browsers, and logins. Click an email address to author an email. The destination email address is in the To: field. Change the template selections and the To: field is cleared. Seems like a…

  • How to custom workflow to send mail to customer when create new case ?

    Hello everyone. Could anybody tell how to create a Rule in workflow that able to send mail to customer by the people we selected when we create case ? e.g : i create a case for Company A with person name Mr.A that i already created. after finish creating…

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