May I add an Issue 3.

Can you select more than the two standard forms when emailing a quote/order from an opportunity? The drop down only has OEQUOT01 and OEQUOT02. We have multiple quote forms depending on the customer.

There is also a bug on this screen where when the system automatically fills in the email address in the "To" field, the <Send Mail> button is still greyed out.  You have to make a change on the <To> field to make it available.

To be able to use this screen to send email you have to set the email server name and credentials in Sage 300 under Company Profile. Why wouldn't it just use the setting in CRM when it knows we are running this from Sage CRM since this tab is not available when you run it in the webscreens in Sage 300???

Also, it would be great if sending an email from here would create a communication in Sage CRM!

Hey Prabha,

I've forwarded this thread to the Sage 300 / Sage CRM support team for review. They tell me that they'll have someone reach out to you. Apart from creating a support ticket, I'd also suggest posting this to the ideas page:  https://www5.v1ideas.com/TheSageGroupplc/Sage300ERP/

Warm Regards,
Erzsi

Hey Prabha,

I've forwarded this thread to the Sage 300 / Sage CRM support team for review. They tell me that they'll have someone reach out to you. Apart from creating a support ticket, I'd also suggest posting this to the ideas page:  https://www5.v1ideas.com/TheSageGroupplc/Sage300ERP/

Warm Regards,
Erzsi

Hello Erzsi,

I have been talking to Sage CRM tech about it already. They asked me to email the product manager which I did. Now waiting.