Forum - Attaching an email to the Customer Account

Attaching an email to the Customer Account

Dil Hayre

2016-09-08

Dear Support,

Is there a way that when staff send an email out to a customer via Hansa, can that message be attached/linked to that customer account? e.g. for history use.

Kind regards,
Dil

This answer was correct

Created byDil Hayre16:57 21 Oct 2016

Hello Ewa,

I haven't got round to trying this or investigate it further. I will mark it as correct and will come back to it if I still need help.

Thank you for your help.

Kind regards,
Dil

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Martins Ebersteins

2016-09-08

Dear Dil,

Yes - it is possible!
You are using for it the CRM module -> Settings -> Activity Types, subsystems setting.
There you would want to define that an activity with a certain type (e.g. MAIL) is being automatically created and is marked as done each time you send out an e-mail.

You can read more about it here:
http://www.hansamanuals.com/main/mailnumber___57220/theconf___947/manuals/levelzero___57220/version___81/hwconvindex.htm

Best regards,
Eberstein Business Solutions
HansaWorld Business Partner
----------------------------
Exceeding Customer Expectations
www.ebersteins.com
support@eberstein.lt

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Dil Hayre

2016-09-09

Created byMartins Ebersteins19:08 8 Sep 2016

Dear Dil, Yes - it is possible! You are using for it the CRM module -> Settings -> Activity Types, subsystems setting. There you would want to define that an activity with a certain type (e.g. MAIL) is being automatically created and is marked as d

Dear Martins,

Thank you for your quick response.

Without having looked at the details yet, if that could be setup would we be able to look at the customer account and view the message or is it just a flag to say an email was sent?

Kind regards,
Dil

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Ewa Subotowicz

2016-10-05

Hello Dil,

You could see it in Customer Status report (need to set it up the Info in Customer Status Report).
If set up, you will see the following info regarding the activity:
date, type, person, contact, comment and the matrix text.
You can also click on the activity date to open the record on screen.

Ewa Subotowicz
HansaWorld
---
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This answer was correct

Dil Hayre

2016-10-21

Hello Ewa,

I haven't got round to trying this or investigate it further. I will mark it as correct and will come back to it if I still need help.

Thank you for your help.

Kind regards,
Dil

Reply