Relate Emails in record history

by Ideadunes

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.

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User Guide

Usage:

Instructions on how to Use the History Sync Plugin -

  • Go to the Admin page

Admin page.png

  • For history, sync plugin click on Import Emails from admin page

import-emails.png

  • Then Go to Accounts module

Accounts module.png

  • Open an existed account or create a test account and add email address there

test account.png

  • Then save the record

record.png

  • Scroll below and check History subpanel

  • Thus, you can see emails for that email address you mentioned before.

history-subpanel.png

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  • Supported Versions
  • 7.0.0 to 8.4.2
Read Our Review

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