by NS-Team

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#1564 - Sent Emails Do Not Show Up In Email History Of Record

Closed Feature created by hmilby 3 years ago

We can send an email in the app, but the email does not show up in the email history of that record. This is an important feature for our sales team. If they send an email through the app, we need to be able to reference this email in the future.

  1. bluquet member avatar

    NS-Team Provider Affiliate

    3 years ago

    Hi,

    I agree this is an important issue. The app cannot get the body of an email sent from the device Mail app. We cannot even know that the email was actually sent.

    The only solution is to add an Email composer page in the app (quite similar to the Compose Email page in SuiteCRM).

    But then, the main issue is to store the mail and send it via SuiteCRM server. There is no API in SuiteCRM for that, and we will have to extend SuiteCRM API (with possibly a few variations depending on SuiteCRM version).

    This is high priority in our roadmap. I cannot yet tell you exactly when it will be available, but we expect it end of this year or very early next year.

    If you are using Offline mode, I would appreciate your comments on that (if an email is urgent, the user might not want to wait until he/she is back online for the email to be sent via the server).

    • hmilby member avatar

      hmilby

      3 years ago

      What have have done is to go into a Lead, clicked on their email address, it then opens up an email which we composed. We confirmed the email was sent and delivered. This was all done in the app. So the app allows us to send email by clicking on the email address. If I understand you correctly, the emails that are sent have no way of being saved in the history of Lead, Account, etc. currently. In order for that to happen they have to go directly into the SuiteCRM site and send from there. We seldom use the offline mode. All of the sales reps iPads are equipped with cellular service.

  2. bluquet member avatar

    NS-Team Provider Affiliate

    3 years ago

    Yes, it opens an email, but this is with the Mail app of your device (even though it looks like it is in the app). And then, the app does not know what happens, what text is typed and is Send was clicked.

    • hmilby member avatar

      hmilby

      3 years ago

      So, at this point they can not completely do all their work in the app. I think they can do just about everything but email their customers and them be archived. This will be huge once there is a solution to this. There is so much work with customers that are done in the CRM using emails and I have never understood why SuiteCRM has the weakness. The internal email is not a good experience. We use Thunderbird and the the Opacus plugin. With email being so important in business today, I never understood why that was the weakest feature in their whole system. I hope QuickCRM can develop a solution in your app. Thank you for your help.

  3. bluquet member avatar

    NS-Team Provider Affiliate

    3 years ago

    SuiteCRM Emails are very hard to configure in latest versions. You say "internal email is not a good experience". However, can you confirm that your users are able to send emails using those internal emails?

    • hmilby member avatar

      hmilby

      3 years ago

      Yes they can send the emails, but the email that is native to SuiteCRM is lacking in a lot of ways. We have over 110 users and no one liked using their email. We moved everyone over to Thunderbird with the Opacus plugin. This way they have all the features they were used to and their incoming and outgoing emails are archived. Email should be one of the strongest features of any CRM in my mind and for some reason they do not seem to think it is that important, or at least how much they have done to improve it reflects that. We love everything about Suite, but the email.

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