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  • Add Email Address To Selected Person

    Is it possible to add the persons email address below here? Thanks!
  • BI Add in Unable to email report Getting error

    When we try to set up email Distribution settings in the BI Tools add in using Office 365 we get an error of "Unable to read data from the transport connection:net_io_connectionclosed" error. Anyone else running into this issue?
  • When emailing is there any way to batch email or not to have to click send after each email?

    Starting in V2021 , modifications were made to how emails are sent out of BusinessWorks. Due to these changes, some features were added that may assist users with reducing the number of clicks necessary to send emails. There are settings that can be set…
  • Escalation E-mail / Template Sending Merged Documents

    Good day, all. We have a requirement to have a document of a specific type that was merged / uploaded against a custom entity, to be sent to the linked customer record using an escalation e-mail. We have previously developed an application that can…
  • Defaulting an email template to a specific Action within the dropdown option

    Hi. I'm hoping this is something we can do. We use an Invoice template to send invoices to customers. We would like to have the Invoice template default to a specific Action called "Invoice Sent". I can default all actions to this selection, however…
  • Email of Payslip using Office 365 (smtp.office365.com)

    Some of our Office 365 users who use the PDF email payslip option have reported issues with their emails not being delivered. This is where your have setup the SMTP ( Simple Mail Transfer Protocol) server as smtp.office365.com. The following message…
  • Sage CRM reply to email with template deletes original email body / thread

    Hello, Wonder if anyone can assist or advise: When using inbuilt Sage CRM email client to reply to received email email, click reply> select template which is inserted but results in the original email body / thread of history being deleted/replaced…
  • Email Invoices, Supplier Statements and Expenses to AutoEntry

    Its easy to upload invoices, supplier statements and expenses to AutoEntry via email. Use this handy Help Center article to find out how to: Upload documents via email Locate or change your email address Process email attachments as single items…
  • Schedule reports to email

    is it possible to automate/schedule reports to email from Sage 200?
  • Can't Access to New Outlook

    I can't use the new Outlook program on my Sage 50 accounting program, although I have been using the "old" Outlook for several years. The invoices and POs that I send on the new Outlook are not successfully transmitted. Is there a fix for this problem…
  • Emailed Paystubs pdf not opening

    Hi, In the past 3 payrolls (6 weeks), I have had staff reach out to me that their paystubs that are emailed from Sage they cannot open the pdf. If I forward that same email directly from my email account, it opens. Anyone else encountering this…
  • Allow global email settings to be stored on a per company basis.

    Stephen Wade said: Whichever company data set my customer opens, if they go to Email Defaults the same email server settings are displayed, obviously these would then have to be applied to e.g. invoice layouts, but they might not see the folder containing…
  • Multiple email sender accounts

    we use the email invoice service within sage 50 but your are tied to using one account eg [email protected] could an option be added to send invoice from invoices.com and remittances from remittances.com instead of using one account for all
  • Outlook Signature not being added on emails sent from Sage.

    Hi Folks I think I must be missing something obvious here, but none of the email, reports, letters etc etc that get sent from within our Sage 50 add the users Outlook signature to the email. I assumed that the users Outlook signature, which appears…
  • Emailing Additional Documents with Invoice

    When sending invoices to clients, often I need to send additional information (such as warranty documents). It would be great if I could attach those additional documents to the invoice in Sage and send them together.
  • Email integration and 64 Bit Sage

    Looking back through previous comments, I see that a request for a 64 Bit release has been asked many time. I want to add my voice to this chorus. In that we use 64 bit MS Office, I am unable to use the Outlook integration to send invoices and must use…
  • ENVIO DIRECTO POR EMAIL, BORRA LAS DEFINICIONES

    Hola, Al enviar facturas directamente por email desde SAGE 50 el PDF que genera para el envío por email, me borra el nombre de empresa, se borran los artículos y descripciones solo se ve el importe final. Alguien le ha pasado?, Gracias, Saludos…
  • Unable to upload PDF file attached to email

    Client is using Sage CRM 2023R1 and using new email import from exchange. Never had an issue prior but now CRM will not allow import of PDF file saying that it is restricted. We checked the setting to "Allow file name extensions for upload" and pdf is…
  • Changement d'email envoi de document sous outlook

    Bonjour à tous, Sous Sage100 cloud hébergé je cherche à changer l'email d'envoi sous Outlook. En effet lors de la création du pont entre Sage et Office 365 j'ai du m'identifier avec un email en @omnicrosoft.com et c'est d cet email que partent désormais…
  • Customizing Default Email Text

    Can anyone tell me please... is it possible to set up customized default email text on Sage 50? TIA
  • Send Email via outlook

    Hi All, I've searched the discussion and cannot find anything on this. we have recently upgraded to Sage CRM 2022 R2, since upgrading i can no longer see the 'send via outlook' button when it comes to sending emails from CRM. We would like to use this…
  • Exporting to multiple email addresses

    Currently when I select multiple customers to send statements to, its sending all of the statements to the first customer on the list selected rather than sending each to their respective contact email address. Any ideas why and how to fix it?
  • Multiple Outgoing Email Accounts

    Hi We are getting more inquiries about setting up multiple outgoing email accounts per document type. Eg Email order confirmations from [email protected] Email invoices and statements from [email protected] Just wondering if…
  • Import Emails functionality

    Is there going to be an import emails button added to cases as it's on Opportunities but not on cases, leads, orders or quotes could it be added in a future release of CRM?
  • Email help for old version of sage

    Hi I don't know if anyone has some experience setting up and sending invoices and statements by email on a fairly old version of sage. We have recently upgraded our computer and moved over the sage software. To send statements on our old computer we…