Sage 100

Does Sage 100 store the email address that was used when emailing forms? I have a client that they emailed the client a invoice/statement and Sage 100 said it was sent but the client never received it. The email address in Paperless Office has been updated to a new person but they would like to know if there is anyway to know who the email was originally sent to. Anyone??

Sage 100 does not store any record what was sent. We always encourage clients to add their ""accounting@client.com"" email address to the additional section. That way a copy of every email is received by the client so they can review later. they can use VI to mass-update that data into the Sage Customer PLO records.

Thank you so much...

Yes I think a couple people have run into this very same issue. Certainly makes a lot of sense that you should be able to see a history..

Only way to set up if client wants a log. Also good to use an e-mail address that will not change when the accounting person moves on to bigger and better things in life.

PLO requires a return address. We recommend that is a generic address, like I mentioned earlier. That address is forwarded to a real person(s), so turnover is easy to handle. Strictly speaking, the records of emails sent should show up in CRM history table. We haven't done this, but you should be able to arrange this with Sage CRM by copying the email to an address received by Exchange Server, which then integrates into Sage CRM. It could also be managed by receiving the email in KnowledgeSync and run a process to add it to the CRM customer record. But nothing out of the box.