The concern that some of our customers expressed was that internal email conversations will be accidentally automatically archived to the CRM and become visible to other users in the organization.
You currently have four active users: ben, danielle, emlyn and gavin. Let us know which ones to remove. Or, you can login to FrontEnd as CRM admin, go to Options > Advanced and click "Manage users licenses"
Hi,
When you have an email with multiple 'unknown contacts', you also have a drop-down that allows you to select the email address of the unknown contact and create a record for that contact. In which case a new contact record is created an the email is archived and associated with that contact. If you repeat this operation multiple times, then the email will be archived multiple times. There is no way to avoid that because at the time of creating the contact record and archiving the email to 'unknown contact #1', the other 'unknown contacts' do not yet have their own records yet therefore it's not possible to archive all of them at once. Theses are separate independent actions.
Can you please send the log file (Options > General > View Log) to support@implicitweb.com.
We'll check if there is any additional information about the connection issue.
Hi, it's probably because you have customized your instance and we can't find this module. Make sure that the 'Meeting' is visible and accessible by the same user account.
There is no need to sync in order to archive emails. These are two totally separate mechanisms. Archive emails works in real-time directly to the CRM without the need to sync
By design (for security purposes) Internal users are treated differently than contacts as I am sure you saw in the side panel when you select an email from an internal user.
First of all let me show what happens with clean SuiteCRM instance when emails (sent or received) are archived.
Those are the fields, you can see on the image, that FrontEnd addin usually sets through SOAP API. The difference comes when the SOAP API call is being processed by SuiteCRM engine to produce SQL insert statement. And in regular cases there is no fancy conversion for Emails table (there are for other modules though). So judging by the fact that there is no "date_sent_received" field in SuiteCRM initially and the field name is not appended with "_c" (custom field), I assume you have some SuiteCRM customization or patch that has some custom code interacting emails module insert SQL queries generation. Which has some logic to replace the native "date_sent" field with "date_sent_received" for outbound emails and leave it empty for inbound.
Could you please try to verify or reject my assumption somehow.
Also you can use Fiddler or other http sniffer application to see that the FrontEnd addin sends the "date_sent" field (only) in both cases, sent and received emails archive.
I reset your license count so you can register the two users again. This is an admin functionality that is available to you as well (Under Advanced > Manage User license"), so yes, you can reclaim the license when a user leaves the company. The license by the way, is tied to the combination of outlook email address and CRM ID. You don't have to have a separate admin account, you can just elevate your privileges to admin even temporarily when you need access to admin functionality.
You can continue to ask your questions here or feel free to contact us at support@implicitweb.com
