Standard Sage CRM email functionality

Standard Sage CRM email lets users do the following.

• Send emails directly from Sage CRM to companies and people stored in the Sage CRM database, and to other Sage CRM users using the embedded email editor or Microsoft Outlook. The embedded email editor and Outlook are not mutually exclusive options for sending email, you can enable both.
• Send emails from the Communications tab in the context of a Person, Company, Lead, Opportunity, Case, or Solution. Send emails from the Solutions Summary page that automatically include the solution details in the email body.

  Use Send Email to send an email using the embedded email editor. The specified mail server handles the transfer of the message.

• Automatically create an Email Out communication record, which is linked to the customer record. When the user clicks Send Email, a communication record is created that includes the email content and attachments.
• Use the embedded email editor in different modes. Specify how the editor is displayed to users by changing their preferences. For more information, see Preferences in the User Guide.
• Use the embedded email editor to create and customize email templates. Templates can include merge fields, such as #pers_firstname#.
• Set up From and Reply To email addresses, for example sales@domain.com. In addition, you can specify which Sage CRM users have rights to use each of the email addresses.
• Send mass emails in HTML format to group recipients.
• Automatically create and update consent records by sending consent emails to persons or leads.