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Implicit FrontEnd 6 is a collection of CRM productivity tools for Outlook that enables you to do all your CRM work from Outlook. Sync all CRM data including accounts, opportunities, contacts, calendars etc. as well as your custom modules and fields. Use the collaboration and approval tools to capture internal email discussions and approval requests. Leverage the power of Microsoft 365 and Outlook to automate email archiving and mail merge to automate creation and sending of quotes and invoices. Track Opportunities and manage your sales team CRM activities using the Actionable Emails tool.

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#261 - What to do with e-mail from fellow @bfjoy.com colleagues (we use Outlook on Desktop/Office365 as Exchange Server

Closed General Question created by sschultz 5 years ago

Hi, I have spoken with Ronnie Mansoor on this subject before (I used frontend when with AmadaSeniorCare last year). In general I love having suitecrm built-in to Outlook! Awesome stuff. I am currently pitching it at my new employer BFJoy, LLC (sschultz@bfjoy.com/240.770.0385)

My confusion is about what to do with e-mails from co-workers at bfjoy. I wish I could just handle like any other - but there is a problem, or there still seems to be an issue with archiving email messages from co-workers. We plan on using SuiteCRM to manage internal projects - where the project participants all have @bfjoy.com email addresses.

Any ideas for how to be able to auto-archive @bfjoy.com e-mails to SuiteCRM? Manually archiving each not an option (I will do it, but my bosses won't!) Thanks. Steve

  1. Implicit member avatar

    Implicit Inc. Provider

    5 years ago

    Hi,

    You can create 'bfjoy' as an account in SuiteCRM, configure its email address (e.g. info@@bfjoy.com) and check the box that instructs FrontEnd to archive all email received/sent from/to this domain.

    • sschultz member avatar

      sschultz

      5 years ago

      info@@bfjoy.com

      Did you intend to have two @ symbols? I have tried with just a single @ symbol with no success.

  2. Implicit member avatar

    Implicit Inc. Provider

    5 years ago

    Sorry. Email address should be set to info@bfjoy.com

    • sschultz member avatar

      sschultz

      5 years ago

      ok. I am failing to make work. Should Account be setup in Outook first and synced to SuiteCRM? Or, vice versa. Should there be zero contacts in new account? In other words, the only email address is the one listed in account (info@bfjoy.com)

    • sschultz member avatar

      sschultz

      5 years ago

      i have come to (probably belated) understand the wisdom of NOT auto-archiving from my company e-mails. Manually archiving to case or project or project task far better.

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