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.
Introduction
Introduction
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.
- 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.
Functionality:
- You can sync the received mails.
- You 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
- Allows to Publish and track email exchanges.
Getting started
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