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  • User-Specific Email Configuration Issue on Sage 200 Pro using Send reports and documents by email

    Hi Everyone, We have a client using Sage 200 Pro. Previously, they accessed Sage through Remote Desktop on a local server, where they had configured the "Send Reports and Documents by Email" feature individually for about 6 different users. This setup…
  • SAGE 300 EMAIL INTEGRATION

    Hello everyone, How can I configure email on SAGE 300 under the company profile to invoke the a clients outlook such that also the sent statements are stored on the sent folder in the clients Outlook? I'm using SAGE 300 2022.
  • An invalid character was found in the mail header: ';'.

    Sending to multiple email addresses resules in invalid char of ; Sage Small Business Edition (Version 2019 - 7.92.09) Update client with multiple emails [email protected];[email protected] This will save - must be ; with no spaces - cannot use ,…
  • Logging in as admin in Sage creates issues emailing invoices using Outlook with Grammarly add-in.

    Last year Sage tech support advised me to log into Sage 50 as "Admin" to avoid issues I was having with functionality. I then discovered that I also had to log into Outlook as "Admin" on my pc in order to email invoices from Sage. If I'm not logged into…
  • Paperless Office - SMTP setup

    Hello, While trying to setup automatic email delivery in Sage 100 Advanced, I'm stuck at the portion where I setup the SMTP settings in Company Maintenance. I've verified I have the correct IP with my IT company and using the correct port. No matter…
  • Error al configurar el correo electronico

    Buenos días, al configurar el correo electronico con mi servidor de correo y dominio me da el siguiente error. No consigo solucionarlo, ni con Sage ni con mi informatico. Mi SAGE 200 esta en un servidor en la nube (no se si tiene algo que ver) …
  • Patch Released | Sage VIP Classic and Premier Release 6.1b - PDF Payslip and Report Emails using smtp.office365.com

    During October 2023 we had a number of reports where users were unable to send payslips and reports via email to employees and users using the Office 365 SMTP: Email of email using Office365 (smtp.office365.com) Sage has made patch files available…
  • Email setting questions

    Sage 300 V2024 with PU1. Can't send email. Client is using Gmail Business Account. Has anyone successfully setup such in latest version of Sage 300? Sage tech's answer is: "old authentication methods of “Usernames/Password” have been deprecated…
  • 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?
  • Quotations

    Hi, Can anyone please tell me how I can email a Quotation (as a pdf attachment) where the attachment will be labeled as a Quotation and not an Invoice? TIA, Daphne
  • Configuração de email - domínio próprio

    Olá Estou a tentar configurar a conta de email para fazer o envio de documentos aos clientes, e não consigo. Tenho um domínio próprio "dominio.pt", e uma conta de email "[email protected]", com um password de 20 caracteres (com maiúsculas, números…
  • Features Sage NEEDS

    It would be so nice if Sage could do (or does do?!) the following: - Email to all customers from Sage (ie updates for pricing, general communication messages, etc) --> upload an attachment to send to all customers directly, rather than individually…
  • Sage 50 Accounts Professionall v26.3 doesn't appear to support MAPI email clients

    I remember with previous versions of Sage 50 it was possible to send emails with any MAPI compliant email cllient. This no longer seems to be the case, the only options that are listed in Email Defaults are Microsoft Outlook and Webmail. Trying to…
  • Outlook 365

    Hi, I am having an issue with Outlook 365 and Sage 50 Cloud...Version 29.2. When I send invoices/statements/po's etc via email, I have to revert back to the older version of Outlook to send them, I keep getting an error message when I try to do it on…
  • CRM Mailbox filing system stopped working - Parsing Issue

    Last month I came across a peculiar request. The BP was using CRM internally and the logs were showing authentication issues, not allowing it to connect to the mailbox. This error is a recuring one about twice a year. Initially we thought this was a…
  • emailing invoices from 2022

    When I go to email an overdue invoice from 2022, the system will not allow me to do it. HOw can I get around this?
  • Email Alert for Approval workflow

    Dears, Do we have any option/ workaround for enabling the email alert for the incident in Sage Evo(200- V11), lets say if we enable a PO workflow for multiple users including department heads its easy if system can alert them through an email message…
  • Update Email Address

    My old email will be obsolete very soon. How do I edit my email address associated with my Sage account? Thank you
  • 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…
  • Customer email addresses - saving multiple for Invoices or Sales Order confirmations

    We would like to have multiple email addresses for each customer - to use depending on the type of form. example: [email protected] to send sales order confirmations [email protected] to send invoices Is it possible to set the up so one…
  • Webinar - Emailing customer Statements - Recording available

    Learn how to email statements to your customers, and if needed, how to apply email settings to your layout using the Settings - Email Defaults option. This session has now taken place, but a recording is available:
  • Add Email Address To Selected Person

    Is it possible to add the persons email address below here? Thanks!
  • BI Add in Unable to email report Getting error

    When we try to set up email Distribution settings in the BI Tools add in using Office 365 we get an error of "Unable to read data from the transport connection:net_io_connectionclosed" error. Anyone else running into this issue?
  • When emailing is there any way to batch email or not to have to click send after each email?

    Starting in V2021 , modifications were made to how emails are sent out of BusinessWorks. Due to these changes, some features were added that may assist users with reducing the number of clicks necessary to send emails. There are settings that can be set…
  • 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…