MailChimp Integration Enhancements
The Sage CRM MailChimp integration has been enhanced to automatically detect duplicate email addresses, making it easier to prevent and fix these occurrences. To ensure that a Person, Company, or Lead record being added to the system has a unique email address, system administrators can now use a new Detect duplicate emails option. Then, if a group sent to MailChimp contains two or more records with the same email address, the group gets rejected.
- Automatic detection of duplicate email addresses
- A new screen displaying records with the same email address
- A new MailChimp notification
In addition, you can now create document templates to perform a nested mail merge. This is where a parent entity record has the details of one or more child entity records embedded into it. For example, you can create a template that generates an Order document with embedded Order Item records.
These Outlook plugins – or add-ons - for Sage CRM synchronize contacts, appointments, and tasks between the two applications. It also allows you to file single or multiple email messages in Outlook to one or more Sage CRM records so you have full documentation of all email communication between you and your customers. You can even attach Sage CRM shared documents to Outlook email.
Upgrading to Sage CRM 2020 R1
What's New in Sage 100 2020
What's New in Sage 300 2021
A Closer Look at the Sage CRM MailChimp Integration