INTERNET APPLICATION DEVELOPMENT
MID MARKET ERP DEVELOPMENT
by Sheila Zhang
A workflow is implementing in the CRM system.
The email communication integrates with Outlook. The Prepare Email function can combine multiple requisitions together and then split them to different emails by the suppliers. For example, one supplier is a qualified supplier of two items. If the CRM system has the two items on different requisitions, the supplier will receive one email with two items attached in it. The two items are referencing different requisitions. The engineering specification files are attached to the email automatically. Below is an email example that was sent to the supplier.
Outlook files the email replies from the supplier to the CRM system.
Sage CRM keeps the email communications.