09-11-2012 08:27 AM
In the LAN version of SLX we were able to Highlight multiple contacts and send an email to all of them.
It looks like in the Web, we are on 7.5.3, this feature doesn't exist. I found that if I want to do anything like this we have to either use the Mail Merge functionality or use the Sage SalesLogix E-Marketing, Swiftpage. This means that we have to send it to create a group and can no longer send to a part or selected few people.
Thank you for the help
12-19-2012 08:30 AM
Really? I'd like to know how. We've been beta testing in 8 and I can't for the life of me figure out how. The "help" explains how to do it in a way which is really cumbersome. I'd like to be able to quickly email multiple contacts from a single account while viewing the Account Detail screen for the Account by highlighting the contacts from that view. Anyway, here's what the help says we have to do.
I'm disappointed there doesn't seem to be an easier way but would happy to be educated differently. It's quite common that our sales staff views Accounts from the Account detail view to get an overview and then decides to email multiple contacts, so being able to email multiple contacts from this view is a very common task.
12-19-2012 11:48 AM
Isn't an easy way that I'm aware of (unless you custom code it).....one of the issues is the Notes History handling of the Email, as well as any attachments. Also be aware of the Portal Configured limits to the total package size of the Email.....4Mb or whatever. As one of our customer's found out the hard way.....an Outlook Email to 200 Contacts via SendSLX fails in the Desktop Integration Manager.....which has a hard stop of something like 7 or 9 Addressees.......
Really what we need is 1 email record in History, 1 Attachment record per attachment.....and then dozens of ContactID's in a 1:Many table off of the History record.....with appropriate Contact History Tabs that show where a contact was the 'secondary' addressee.....
The alternative of storing 200 history records, 200 attachments for one single email is not sublime IMHO.