Over the last 7 years, Rob has been asked by the SageCRM Community hundreds if not thousands of questions on how do you do this inside of SageCRM? Rob has noticed a very distinctive pattern develop over these last 6 years as the respective members of the SageCRM Community have joined and advanced their knowledge of SageCRM. The questions have gone from basic to advanced/techie/nerdy as each member’s knowledge and implementation experience has grown. The intent of this blog is to help you as a member of the SageCRM Community to move your SageCRM knowledge to the next level - what ever that level might be.
Summary:
The purpose of this article is to provide instruction on how to send a single email to more than one customer contact using SageCRM’s email editor. For step by step instructions with pictures please download the associated pdf file here
Assumptions:
During this discussion I will be presenting how to send a single email to more than one customer contact using SageCRM’s email editor.
Prerequisites:
SageCRM 5.0 and newer. In order to use this feature one setting for each user must be confirmed. Each user’s preference for “E-mail Screen Position:”.
- If you navigate to My CRM | Preferences | Click the Change button.
- Find the “E-mail Screen Position:” field. There will be three options:
• Split
• Normal
• Popup
- All of the above mentioned options will work for this example EXCEPT for “Normal”. Normal replaces the screen you are on when you click on an email address and will not allow you to navigate away from the email without losing it’s context.
- “Split” and “Popup” will allow a user to navigate away from the email but keep the email still in context or available.
Demonstration:
Over the years many members of the SageCRM Community have asked how can I send an email to more than one SageCRM person, company, lead, lead contact at a time. As mentioned earlier if you confirm the prerequisite above of using Split or Popup then this demonstration will work for you.
- First navigate to a person record.
- Click on the email address of the person in context.
- At this point depending on your selection a different behavior will occur, either way this feature will work but you have to navigate differently. To be clear if you are using a split screen then the email will open up at the bottom third of the SageCRM you are on. If you are using Popup then you will see the email popup as a separate window away from SageCRM.
- Let’s recap; we have the email editor open with an email address of the person you navigated to in step 1.
- Now go back to SageCRM and Right Click on the Find button.
- Select the Person Entity on the right click pop-out menu.
- Now search for ANOTHER person than the person used in step 1 above.
- Now that you have another person in context lets add the new person to the existing email you already have open.
- In order to do this simply click on the persons email address. This will add this new person’s email address to the existing email you have open.
Ok, so everyone is now really excited about being able to send an email to any person in the SageCRM database BUT what if you wanted to CC or BCC that person or a different person.
1. Will at this point find the next person you want to CC.
2. Once that person is found then HOLD down the CTRL key and at the same time click on the persons email address.
3. Now this persons email address will now appear in the CC for the email you have open.
4. Now if you have followed all of the above steps you should have three email addresses in your single email.
Shortcut
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Adds the email address to the following line in the email editor
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Single Click any email address
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To:
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Hold down Shift button + Single Click any email address
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To: (Yes it is redundant and would really never be used)
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Hold down CTRL + Single Click any email address
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CC:
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Hold down Alt + Single Click any email address
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BCC:
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The End
About Rob
Rob Lawson, a Field Sales Engineer III for Sage Business Solutions division is considered to be one of the true experts on the SageCRM product.
Mr. Lawson has been with Sage for over 7 years and is a Sage Accpac Certified Consultant in SageCRM, Sage Accpac ERP, Sage Accpac ERP Project and Job Costing. He is also a Sage Accpac Certified Product Trainer, Sage Accpac Certified Sales Consultant, Sage SalesLogix Certified Engineer, and a Certified Pervasive Professional. He has a background in both Accounting and Information Systems and received a BBA in Accounting from Georgia State University.
Currently, Mr. Lawson provides pre-sales technical assistance to customers and partners for SageCRM, Sage Accpac ERP, and Sage AccpacOnline. He also works closely with the development teams of SageCRM and Sage Accpac ERP to help bring the front line experience of the pre-sales team from the customer and partner perspective into view. While in previous positions within Sage he has provided pre-sales assistance on SageCRM.com, SalesLogix, SalesLogix Web Client, and Sage Mobile.
Additionally, he regularly publishes articles for the SageCRM Community which can be found on the Accpac BLOG Community site and the SageCRM Development Partner Program (DPP) BLOG Community site. He also continues to teach the SageCRM Business Partner Community via public webinars, pre-recorded “videos on demand”, and classroom courses.
Prior to joining Sage, Mr. Lawson has worked as a project manager, staff accountant and consultant for public accounting firms for eight years. This included work in areas such as sales, business analysis, implementations, customization, report writing, web site development, software and hardware support, and database conversions.
In his free time Mr. Lawson enjoys playing golf, reading, and working on computers.
