Bidirectional synchronisation of email and calendar
You can activate and manage email synchronisation, calendar synchronisation, or both from the web version and mobile apps of Sage Sales Management.
Activate synchronisation on the web
Select the user icon in the top right corner.
Select My Profile.
In Tools, select Email and Calendar Synchronisation.
Select bidirectional synchronisation.
Choose whether to synchronise email, calendar, or both.
Select Synchronise to start the connection process.
Select your email provider and enter your sign-in details when prompted.
Select Next to continue.
Grant the synchronisation permissions requested by your email provider.
For an email connection using IMAP, follow the instructions in “Synchronise email through a custom connection” below.
Once you complete the connection, Stop synchronisation replaces Synchronise. You can also edit your email and calendar synchronisation settings.
If the connection process does not open, your browser may be blocking pop-ups. Follow the instructions in “Allow pop-ups in your browser” below.
Activate synchronisation on mobile
Open the synchronisation notification on your dashboard.
Follow the instructions to access the synchronisation settings in your profile.
Sign in to your email provider account.
Grant the requested permissions and complete the connection.
Once synchronisation is active, Stop synchronisation appears in red.
How bidirectional synchronisation works
Email synchronisation
Sage Sales Management automatically records emails sent to and received from contacts and accounts in the CRM.
Each activity includes:
The subject.
The email content.
Access to download attachments.
Sage Sales Management does not automatically store the attachments.
You cannot edit or delete these automatically generated activities in Sage Sales Management.
Calendar synchronisation
You can manage events and tasks in Sage Sales Management or through your email provider. Synchronisation keeps both calendars updated.
Keep the following points in mind:
Changes to events created in Sage Sales Management synchronise with your provider’s calendar, and changes there synchronise back.
You can view external events that you are invited to, but you cannot edit them in Sage Sales Management.
For external guests without a CRM record, Sage Sales Management displays only their email addresses.
Recurring events appear as read-only entries. Manage them through your calendar provider.
You receive an email notification when someone adds an event, but not when someone changes an existing event.
Events also appear in Sage Sales Management before you accept them.
Recurring events
You can view recurring events in Sage Sales Management, where each occurrence appears as an individual event.
Create, edit, or delete recurring events through your calendar provider, such as Outlook or Google Calendar.
Sage Sales Management automatically synchronises the changes you make through your provider.
Available actions for recurring events
In this table, Yes means the action is available. No means you must use your calendar provider.
Action | Available in Sage Sales Management | Available through your calendar provider |
Create a recurring event | No | Yes |
View recurring events | Yes | Yes |
Edit a recurring event | No | Yes |
Delete a recurring event | No | Yes |
Edit or delete recurring events
Your calendar provider lets you apply changes to:
A single occurrence.
The selected occurrence and all following occurrences.
Every occurrence in the series.
These changes synchronise with Sage Sales Management.
Recurring events remain read-only in Sage Sales Management. Always use your calendar provider to change or delete them.
Supported calendar providers
Sage Sales Management supports calendar synchronisation with:
Gmail.
Microsoft Exchange.
Outlook.com.
Yahoo! Mail.
iCloud, with restrictions.
For iCloud, the account registered in Sage Sales Management must match your iCloud account.
Check the full list of compatible providers in the Knowledge Base.
Email connection compatibility
IMAP supports email synchronisation, but it does not support calendar synchronisation.
Sage Sales Management does not support synchronisation through POP3.
Synchronise email through a custom connection
IMAP lets you access emails stored on your provider’s server from different devices.
Use an IMAP connection to synchronise email only.
Set up the connection
In the provider selection screen, select View all providers.
Select the custom connection option labelled IMAP.
Select IMAP again in the next window.
Enter your Sage Sales Management username and your email account password.
Enter the IMAP server details supplied by your email provider.
Complete the connection process.
Use your email account password, not your Sage Sales Management password.
Ask your email provider for the IMAP server details if you do not have them.
Once the connection succeeds, you return to Email and Calendar Synchronisation, where the system displays a confirmation message.
Check your server details
Use the IMAP connectivity test to check the server details supplied by your email provider.
The test displays valid details in green and unsuccessful results in red.
If the test fails, ask your email provider to check the details before trying again.
Recommendations before connecting
For iCloud, use the same account as the one registered in Sage Sales Management.
Check that your email service is accessible without advanced configuration.
Review the full list of compatible providers in the Knowledge Base.
Allow pop-ups in your browser
If your browser blocks the connection window, allow pop-ups for the Sage Sales Management website you use.
Google Chrome
Open the Sage Sales Management synchronisation page and try to connect.
If Chrome blocks the window, select the blocked pop-up icon in the address bar.
Select the option to always allow pop-ups and redirects from that site.
Select Done.
Microsoft Edge
Open Edge’s three-dot menu and select Settings.
Select Privacy, search, and services.
Select Site permissions, then All permissions.
Select Pop-ups and redirects.
Under Allowed to send pop-ups and use redirects, select Add site.
Enter your Sage Sales Management website address, including
https://, and select Add.
Safari on Mac
Open the Sage Sales Management synchronisation page in Safari.
In the menu bar, select Safari, then Settings.
Select Websites.
Select Pop-up Windows in the sidebar.
Find your Sage Sales Management website and select Allow.