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 concerned with the Email handling then it very clearly becomes "No!", as Sage CRM can be...

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 Simple Mail Transfer Protocol (SMTP). Sage CRM can be configured either to send via Internal...

* 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 about how to add a button to the communications tab of a custom entity to send an e-mail just like...

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 of the phone and email screens means that the regular options for screen based rules are not...

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 been created and that it is assigned to them. This is achieved by putting a Send E-mail action on the...

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 or property is not applicable within that coding environment. It does not however mean that it...

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 CRM 6.2 Sage CRM offers a very simple MessageBlock object that you can use for your own pages. This...

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, please fell free to comment at the end of this article to add more points. Q ) Did Sage write...

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 a Person record. The sample ASP page demonstrates the code needed to copy a person record and all...

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 and what shouldn't be done. The interface has several features that allow us ride on existing...