Sage CRM email functionality in 7.2c

We recently did a nice piece of work to improve the Sage CRM email functionality in 7.2c

The issue our client had was that after they upgraded to 7.2 from 7.1, as the framesets were removed they lost the ability to look for email addresses of other people in a given company (or the context of the company).

The workaround suggested was to pop out the email and cut and paste emails but they were not happy with this proposal as it was open to too much error and effort.

We were approached to establish if we might be able to add in a person email picker to the email screen beside the CRM user picker. This screen of course is a system screen but thanks to our open source framework ‘Io for Sage CRM‘ we were able to achieve this.

Here is a screen shot of the person picker in the Sage CRM email window

The Custom Person Selector is populated based on the people in the company its opened from (once there is a company context it displays)

This is a perfect example of the power of ‘Io for Sage CRM‘

Io is available on GIT at

https://github.com/crmtogether/Io-for-Sage-CRM/wiki