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Creating a Sage CRM Case from an email and linking the RMA

  • 1.  Creating a Sage CRM Case from an email and linking the RMA

    Posted 06-10-2021 13:29

    I was creating a video the other day about linking a Sage 100 RMA to a Sage CRM Case and it occurred to me that very few people realize just how easy it is to record a Customer Service issue in Sage CRM based on an email. 

    This short (3-minute) video shows you how.  And here is the original video about linking the RMA.  The RAM video also displays on our Sage 100 page. 



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    Dan Cousins 416.233.3188
    My CRM Manager
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