The History Email Sync add-on allows SuiteCRM users to create and track previous email conversations with customers, plus save time with the ability to easily view emails in the profile subpanel without completely switching over to the email module. Admin users will also have direct access to any user's account and will be able to see their emails from the subpanel without switching views.
FAQ
Index of questions here...
1] What is History Email Sync?
As per the default functionality of SuiteCRM/SugarCRM, the user needs to manually switch over to the Email page and needs to check the mails. To do so, our developers came up with the idea of making custom field data that can sync all the emails received by the user into his account. These mails are visible in the “History” subpanel of the Accounts section.
2] What are the features of History Email Sync?
Features : 1)Emails are sync by one click - Emails get sync just by clicking on “import email” on the admin panel, after the installation.
2)No need to switch to email module - The user does not need to go to the email module as the sync emails are shown in the “history” subpanel of the profile.
3)All the emails are sync - All the received emails are sync in the “History” subpanel.
4)Various advantages to users - History Email Sync functionality allows the users,to publish and track email exchanges with your customers.
3] What is the advantage of History Email Sync?
- History Email Sync functionality allows the users,to publish and track email exchanges with your customers.
- Admin can have access to any user's account directly and can be able to see the Emails from the subpanel, without switching the window.
- Hence the user is easily able to view the emails in the profile subpanel and no need to switch to the email section
- It picks up only emails related to SugarCRM Contacts, linking them automatically. Google Mail, Rackspace Email, or your own: it just works.
4] What can users do with the help of History Email Sync?
- Users can sync the received mails.
- Users can sync emails by clicking on import mails from the admin page.
- No need to go to the Email section.
- All received mails get sync easily.
- Sync mails are visible in the history subpanel
5] What extra facility users have with the help of History Email Sync?
History Email Sync functionality allows the users,to publish and track email exchanges with your customers.
3 years ago
Can it synch inbound and outbound emails of users configured email address with contact, account & lead module records?
3 years ago
Yes it does...if needed we can schedule a call and assist you.
3 years ago
Skype: niket.gupta51, Ideadunes WhatsApp/Phone: +917709399141
3 years ago
I have configured my email id in my profile but it does not relate incoming emails with any of my contact, account or lead. Can your addon do that, can it relate all email with their appropriate record.
3 years ago
Yes it does.
Please ensure that Cron is running on your server and on Admin page you click Import Emails to make it happen.
Let's jump on a quick call if needed to sort this out for you.
Skype: niket.gupta51, Ideadunes WhatsApp/Phone: +917709399141