Email Management functionality

Email Management is included in standard Sage CRM functionality but must be set up and configured.

Email Management lets users do the following.

• Forward or BCC an email to the Mail Manager Server filing address and to other email addresses, such as support@domain.com. Any email arriving at one of the email addresses defined in Email Management is subjected in Sage CRM to the rules in the associated template and rulesets. These rules specify where the email record is stored in Sage CRM.
• Forward inbound emails to any mail system. For example in MS Outlook, to the Mail Manager Server filing address. This automatically files the email with the correct customer record in Sage CRM.
• Save attachments to filed emails in the Library tab of the corresponding Sage record.
• Specify multiple email addresses to file different types of inbound and outbound emails. For example, info@domain.com.
• Customize business rules in Sage CRM, by associating customized rulesets with each email address.
• Associate each email address with a script template. For more information, see Working with script templates.You can script templates using Email Objects. For more information, see the Developer Help on the Sage CRM Help Center.

For information about the basic use of Email Management, see Filing Inbound and Outbound Emails in the User Help.