TE002 Coming to grips with email management with Sage CRM Robert Tan.

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Presentation transcript:

TE002 Coming to grips with management with Sage CRM Robert Tan

Manager processes inbound and outbound s according to predefined business rules. installed automatically with any CRM installation.

Manager 1)Internal client used to send 2) routed via server (smtp) 3)Customer receives 4)Customer sends to 5) processed by MM using template file 6)Reply automatically sent 7)Case logged and saved against it

Getting Started Install CMAIL –Configure accounts Configure Outlook Express for Customer account Configure CRM to send s –Configure user, and customer –Send an to customer, and verify it Configure Manager –Clean up installs –Configure settings –Turn on debug

Running Manager For all tests with manager open the following windows: –CMAIL –Windows Explorer at: C:\Program Files\Sage\CRM\Services\logs –Windows Explorer at: C:\Program Files\Sage\CRM\Services\CustomPages\Scripts –CRM Open: –CRM Open: –Services

Communication Script Test from User to Customer Test from Customer to User –Explain why address needs to be in the body of –Step through the code –Show how to add logging

Support Script Configure manager Create test template Run test Exercises –Add correct company and person –Add team –Add workflow