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Get link | About Sage CRM editions
Outbound email
- Emails sent from Sage CRM, or from CRM using Send Using Outlook, are automatically BCCed to a Mail Manager Server Filing address.
Note: In Sage CRM, this address isn't visible in the BCC field. To see if E-mail Management functionality is set up, click Send Using Outlook. The Mail Manager Server filing address is visible in the BCC field.
- 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.
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