CRM Assistant for Gmail integrates your Gmail account with SuiteCRM, so you and your team can save time performing tasks that update CRM records while working through emails in your Gmail platform.
#5166 - Other modules available.
The primary use case we would like is to relate emails, email threads to a project in SuiteCRM. I may be wrong, but It looks like this is possible with many modules like : Contacts, Leads, Tasks, Meetings, Calls, Accounts, Opportunities, Cases, Quotes.
So for example under the history section of the Projects currently. Related emails get shown under the history if they originated from the project or otherwise related.
We are hoping to relate emails and email threads to the projects while in GMAIL. I may just have to test your plugin to see with other the modules like: Contacts, Leads, Tasks, Meetings, Calls, Accounts, Opportunities, Cases, Quotes. - But are other or custom modules like Project possible to integrate??
3 months ago
Hey Dwayne,
Thank you for reaching out. We are planning an "Enable Custom and other modules" feature from where you would be able to enable any desired module to use with CRM Assistant for Gmail™. We are aiming to release that in the upcoming few months.
Thread Archiving is something we have taken into consideration, but we cannot tell you much about its implementation yet. However, we will keep you posted on any developments.
Please reach out to us at product.support@rtdynamic.com if you have any more questions about CRM Assistant for Gmail™.
Regards,
RT Dynamic
3 months ago
We require the Project functionality specifically but others would be ideal. Please let me know if you are able to expedite that functionality.
I am testing at the moment.
3 months ago
Hey Dwayne,
We will update you as soon as we start working on it.
Regards,
RT Dynamic