Enables the embedded email editor. Displays Send Email on all Communications tabs and activates the embedded email editor when the user clicks an email hyperlink in Sage CRM. The default value is Yes.

Select the mail service for which you want to enable OAuth 2.0 authentication.

For instructions on how to set up OAuth 2.0, see Enabling OAuth 2.0 in email configuration.

The public identifier of the app for which you want to use OAuth 2.0.

Sage CRM uses this identifier to access the specified outgoing mail server only.

The client secret corresponding to the OAuth 2.0 client ID.

Sage CRM uses this secret to access the specified outgoing mail server only.

Enables you to select a method for sending emails.

• Internal SMTP: Sage CRM acts as the SMTP client to the Outgoing mail server. You must specify the Outgoing mail server IP address and SMTP port. A limitation of this option is that the email is always recorded as a sent communication even in cases when the email has not been dispatched by the mail client. To overcome this, users can cc themselves when emailing companies and contacts so they can cross-reference communications with emails that have arrived in their mailbox.
• CDONTS/CDOSYS: You must specify the Outgoing mail server IP address and SMTP port, and set the CDOSYS options in IIS. You can access copies of sent emails listed in C:\Inetpub\mailroot\badmail to check for problems with email delivery.

Set to Yes to send HTML emails.

CRM: The standard Sage CRM outbound filing stores a copy of the email in the communication record saved against the company or person the email was sent to.

Email Management Server: The Mail Management Server Filing address is BCCed on all outbound emails. The outbound email is filed according to the business rules applied to the BCC email address in the associated script file or the rulesets defined in Sage CRM.

The email address of the mailbox that Email Management runs on. For example, CRMmailmanager@domain.com.

The prefix that's added between the mailto recipient and the Mail Manager Server Filing Address for mailto tags. The default value (&bcc=) puts the Mail Manager Server Filing Address in the BCC line of the email.

The name or IP address of the mail server if you're using Internal SMTP.

Change the default value only if your Email Server Port differs from 25.

Select this checkbox to establish a connection to the mail server using Transport Layer Security (TLS). For supported TLS versions, see the 2022 R2 Hardware and Software Requirements.

The SMTP server username if the mail server is using Basic SMTP authentication.

The SMTP server password if the mail server is using Basic SMTP authentication.

The SMS gateway that receives messages from the incoming mail folder of an email server. The address format it recognizes to send as the SMS message is <phone number>@<SMS domain>. For example 086122346@sms.domain.com.

The name of the mail server or IP address of the machine on which it is installed. It's used to receive the emails to be sent as SMS messages.

Select this checkbox to send SMS messages using TLS. For supported TLS versions, see the 2022 R2 Hardware and Software Requirements.

Enables SMS features. You must restart Sage CRM to enable SMS.

Any valid email address. It's used by the Send SMS workflow action. If this field is blank, the workflow rule tries to use the logged on user’s email address. If the logged on user’s address is not available, SMS From Address is not populated.