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We have a folder for our salespeople to move emails they want to archive. It only works if the email address is a contact. If they email a lead, nothing is written in SuiteCRM.
Expected Behavior
Tie an email to an email address no matter if it's a lead or a contact. We want to look at a lead and see who emailed them and when.
Actual Behavior
When using auto-archive, only emails that exist as a contact in SuiteCRM are uploaded and available. Send an email to a lead that is not a contact, and it won't be uploaded. You can do it manually, but this takes significant time.
I dont know shit about c# or this program, but in general terms: You can log it to a lead manually. Maybe have auto archive look through leads too?
Steps to Reproduce
Have a lead with a unique email address and another lead that also exists as a contact.
Send an email to both from outlook with auto-archive on.
Move the emails to your auto-archive folder.
Look at the history tab in each lead.
Context
Pretty important. My boss wants to see the complete history of a sale. He gets it as soon as a lead is converted to an account and a contact, but we'd like to see the salespeople's progress from the start.
Logs
Not that I know of.
Your Environment
Outlook Plugin Version used: 3.0.4?
Outlook Client Version used:2016. the most recent, via office 365
SuiteCRM Version used: 7.8.3
Host (e.g. PC, Server): server
Operating System and version (e.g Windows 10): windows 10,
The text was updated successfully, but these errors were encountered:
Issue
We have a folder for our salespeople to move emails they want to archive. It only works if the email address is a contact. If they email a lead, nothing is written in SuiteCRM.
Expected Behavior
Tie an email to an email address no matter if it's a lead or a contact. We want to look at a lead and see who emailed them and when.
Actual Behavior
When using auto-archive, only emails that exist as a contact in SuiteCRM are uploaded and available. Send an email to a lead that is not a contact, and it won't be uploaded. You can do it manually, but this takes significant time.
I dont know shit about c# or this program, but in general terms: You can log it to a lead manually. Maybe have auto archive look through leads too?
Steps to Reproduce
Context
Pretty important. My boss wants to see the complete history of a sale. He gets it as soon as a lead is converted to an account and a contact, but we'd like to see the salespeople's progress from the start.
Logs
Not that I know of.
Your Environment
The text was updated successfully, but these errors were encountered: