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  • is there a way to setup bulk paperless options

    Hello i'm new to sage and would like some help on how to setup my paperless s/o invoice options and s/o order options, so that i can just set all customers with the same email for the docs to be sent from at once rather than what im doing right now where…
  • Changes to email authentication

    From 16 September 2024 , Microsoft are retiring Basic Authentication on Outlook.com Google are also retiring Basic Authentication on Gmail, from 30 September 2024 . This means that, if you use SMTP to send email using Outlook or Gmail, you need to…
  • Changes to email authentication

    From 16 September 2024 , Microsoft are retiring Basic Authentication on Outlook.com Google are also retiring Basic Authentication on Gmail, from 30 September 2024 . This means that, if you use SMTP to send email using Outlook or Gmail, you need to…
  • Changes to email authentication

    From 16 September 2024 , Microsoft are retiring Basic Authentication on Outlook.com Google are also retiring Basic Authentication on Gmail, from 30 September 2024 . This means that, if you use SMTP to send email using Outlook or Gmail, you need to…
  • Cambios en el envío directo de email con cuentas Gmail en Sage 50

    Si utilizas el envío directo de email en Sage 50 con una cuenta de gmail, debes conocer que Google ha anunciado cambios en su política de seguridad y que necesitarás configurar el acceso seguro a tu cuenta si aún no lo has hecho y que de ese modo puedas…
  • Change Crystal Report Export to Email "Here's your report."

    When I click the "E-mail report as a PDF file," the email opens with "Here's your report." in the body of the message with the file name as the subject. Is there a way to change the "Here's your report." in the body to something else automatically?
  • Paperless office add on

    Does anyone know of a 3rd party addon that can be installed for Sage 100 to allow multi electronic delivery forms i.e. Invoices for one company?
  • Purchase Automation, change the email address?

    Hi, How do I change the 'sagemail' email address shown on the purchase invoice draft page? I have the purchase automation add-on enabled and whilst it does work, it's got an old and now defunct sister company name on it which is misleading. I can…
  • WORKFLOW: ADDITIONAL ATTACHMENTS FROM LOCAL MACHINE IN X3 WORKFLOW WINDOW.

    Good day everyone, Hoping someone can provide some guidance or clarity on whether this is possible in Sage X3. CURRENT PROCESS: Users generate Sales invoices / PO's in X3. When printing the document, the print destination is EMAIL and the workflow…
  • Email Merge Template with Phone Numbers

    Hi, We wanting to create an email merge template that includes the Person's contact information and phone numbers associated with their record. So far I've only been able to figure out how to include the person's business phone using #Pers_PhoneNumber#…
  • Auto-Emailing to customers

    Hello, We would like to send invoices to customers via email instead of printing them. How can we set up auto-emailing of invoices to clients? If this is through Doc Transmittal, how can that be set up? Thanks in advance!
  • Sage CRM OAuth 2.0 with Outlook/Azure refresh token error

    We have Sage CRM 2023 R2.1 and under Email Server Management Options I have a connection set up to a Microsoft 365 mailbox using Oauth 2.0. When setting this up following the guide on the Sage website it works fine, but after 90 days it stops working…
  • User View for Cases

    Hi community We have a rather complex business model that requires information about multiple companies in our cases. Here is an example: End Customer: Sage Group (Company where comp_type = 'end user') Contractor/Installer: SG Electrical Ltd …
  • Email multiple overdue invoices

    Does anyone know how I email all overdue invoices to a customer without having to go in and manually select/attach them?
  • Envoi d'email via Gmail

    Bonjour, Pouvons-nous envoyer les emails depuis Batigest via authentification Gmail ? (au lieu d'un SMTP)
  • Print to email and printer function is allowing the document to be printed but doesn't email.

    Good morning everybody! I am hoping someone can shed some light on my situation. I am currently struggling with an issue where I try and print to email and printer but the only thing that happens is the document is sent to the printer and the email…
  • 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?…
  • Invoicing email issues

    Hi, having a issue with the Invoicing side of Sage Accounting, a few technical details: - Sage 50 Pro Accounting 2021 (2021.0) - Using Sage to send invoices (no Outlook) I am incapable to send invoices, I spoke with my actual email provider and…
  • Integration with Microsoft Authenticator and Web-Based Outlook

    I was curious: Are there developments in the pipeline for updating Sage 100 Contractor's integration with Microsoft outlook? My understanding is that, in the coming year, Microsoft will move away from the outlook application that comes with the Microsoft…
  • 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) …