by Urdhva Tech

DocParser creates PDF or MS Word documents based on any record and it's related data. DocParser can be used to merge information from any module into a presentation-quality document and create an MS Word and PDF documents. The parsed document can be downloaded from both the List view and Detail view.

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#2791 - Relationship to Emails to either Accounts or Contacts

Closed General Question created by mediaeer one month ago

Good day,

I have the module installed on a solid working copy of SuiteCRM Version 7.11.13. My question is, and is the main reason we purchased the DocParser module: How do we build a report that shows the emails sent to and from the Account, or a Contact associated to an account? Here is our use case - We are an insurance claims adjusting company. A new claim is entered as an account. The homeowner (policyholder), other claims adjusters (not part of our company), estimators, and contractors are listed as Contacts in the Account. When we close a claim, we print everything about the claim that happened: Emails, meetings, documents, and notes. We need to be able to use this module to run an Account level report into one PDF file.

Thank you!

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    one month ago

    Hello,

    Thanks for using our add-on. We have uploaded the latest version(1.7) of DocParser which includes the Emails records into the PDF Export. Please download the latest version and try that.

    Thanks & Regards,
    Team Urdhva Tech.

  2. mediaeer member avatar

    mediaeer

    one month ago

    Good morning Support,

    Version 1.7 works for this support case, thank you for the quick turn around!

  3. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    one month ago

    Hello,

    Thank you for your patience. Closing the case. Stay safe.

    Thanks & Regards,
    Team Urdhva Tech.

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