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• Do we have to use Exchange as the Email Server?

  This article has been edited (Ist November 2009) to correct links. The resounding answer is maybe! If we are using Exchange Integration then the answer is going to be "Yes!". But if we are only... Posted Nov 01 2009, 08:57 by Jeff Richards with | with no comments Filed under: Email, CDONTS, SMTP

• Read Receipt for Email Sent from Sage CRM

  This article has been edited (31st October 2009) to correct links. Imagine that you wish to know whether a customer has read an e-mail sent from Sage CRM. Sage CRM sends its emails using the de facto standard... Posted Oct 31 2009, 06:35 by Jeff Richards with | with no comments Filed under: Email, CDONTS, SMTP, Sage Communicator

• Filing e-mails against custom entities

  * The code in this article has been updated to fix a bug that caused it not to work for any entity that did not have a prefix that matched the entity name * A while back Jeff Richards wrote a blog post... Posted Jun 23 2009, 02:14 by JackAllan with | with 1 comment(s) Filed under: Email, custom entity, Communications, AJAX, Javascript, communicationlist, filing, querystring, JackAllan

• Validating Phone Numbers and Email Addresses

  This post has been edited (29th April 2009) to using the coding convention introduced in Sage CRM 6.2. If you have explored this idea in Sage CRM you will probably have discovered that the peculiar structure... Posted Apr 29 2009, 08:28 by Jeff Richards with | with no comments Filed under: Email, entity level script, table level scripts, Phone Numbers, Validation

• Conditionally send e-mail on entity creation

  It is common to have CRM send out an e-mail on the creation of a new entity. For example you may have an e-mail sent to the assigned user on a new Opportunity notifying them that a the Opportunity has... Posted Apr 24 2009, 04:43 by JackAllan with | with no comments Filed under: Email, Workflow, table level scripts, Javascript, JackAllan

• COM API objects available in Self Service

  This article has been updated to correct links Notes In the above image you will see a couple of the rows marked to indicate that there are further notes. Also a feature marked N/A indicates that the method... Posted Mar 13 2009, 12:26 by Jeff Richards with | with 3 comment(s) Filed under: Email, ASP, COM, Search Select Advanced, Self Service, Library

• Sending Emails in ASP COM API

  This article has been updated to take into account changes made to the product after Sage CRM 61.j. It has subsequently been altered to bring it in line with the coding convetions introduced with Sage... Posted Mar 13 2009, 12:21 by Jeff Richards with | with 5 comment(s) Filed under: Email, ASP, COM, MessageBlock, CDONTS

• Spell Checking in Sage CRM 6.2

  Sage CRM 6.2 added a wysiwyg editor and an integrated spell checker to its internal email client. Below are some of the questions I've been asked about the spell checker. If you are a development partner... Posted Feb 20 2009, 01:25 by Jeff Richards with | with 1 comment(s) Filed under: Email, Cookies, Sage CRM 6.2, Spell Checker, jspell

• Cloning a Person and assigning to a new Company

  This article has been updated based on feedback from a partner. As a result of a conversation I had with a colleague at the Asian conference I have uploaded a sample ASP page that shows how you can clone... Posted Feb 10 2009, 03:23 by Jeff Richards with | with 2 comment(s) Filed under: Email, ASP, COM, Phone Numbers, Record Object, Button Group, Person, clone

• Oh botherations! Shoot, drat and darn!

  It just goes to show that this blog describes tips that could just as well be described as 'traps'. Like most of you I try and use tricks that sometimes inhabit the grey zone between what is possible... Posted Dec 04 2008, 10:45 by Jeff Richards with | with no comments Filed under: System Actions, Email, ASP, COM

• How to Build Buttons that call the Email Editor using the COM ASP API

  This has article has been corrected! Please note in the code below jxxxscript should read javascript. I have written before about building buttons that call the inbuilt system actions. The action code... Posted Nov 10 2008, 02:07 by Jeff Richards with | with 3 comment(s) Filed under: System Actions, Email, ASP, COM, buttons

• About the Mail Manager

  The E-mail Management functionality is installed automatically with any CRM installation. The CRM E-mail Management service runs as a background process on the server (EWAREEMAILMANAGER.EXE) and processes... Posted Mar 14 2008, 10:00 by Jeff Richards with | with no comments Filed under: Email, COM, Mail Manager, Anti-Virus

• Embedded Links in Workflow Emails

  This is an older tip that I must thank a colleague in the UK for jogging my memory. If you wish to add links that reference records in CRM to the emails that are generated from workflow and escalation... Posted Mar 06 2008, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Email, Workflow, Escalation Rules, ##Codes

• Some thoughts on accessing the eMail Templates in the COM API.

  Sage CRM allows you to build email Templates and it offers 3 options for sending out emails. But only one of the options allows an obvious way of using the templates. We can use the internal email client... Posted Dec 10 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Email, COM, ##Codes, Mail Manager

• Some thoughts about the Library

  I hope that the material that I put here is of use and is relevant to developers and partners implementing CRM. I can't claim all the articles published here under my name as 'all my own work'... Posted Nov 29 2007, 10:00 by Jeff Richards with | with 1 comment(s) Filed under: Email, SQL, Library, Mail Manager