Outbound email

For instructions on how to file an outbound email when using the built-in Sage CRM email editor, see Sending an email.

• A mass email sent to a group is not filed if Email Management is enabled. When Email Management is disabled, a communication record is automatically created for each recipient.

• You can send emails from outside Sage CRM to a customer and manually add the Mail Manager Server Filing address to the BCC field.
• When you send an email from Sage CRM, or from Outlook or another email application, and manually BCC the Mail Manager Server Filing address, a Communication record is automatically created for the customer who matches the email address in the To field. For more information, see Rules applied to email handling.
• Attachments to emails are filed with a Communication record in Sage CRM.