Forum - Tracking Email in CRM?

Tracking Email in CRM?

11-4-16

Is there anyway to show sent emails in the Customer Status Report?

or

How does one track email correspondence in the CRM, other than browsing through the mailbox?

This answer was correct

Created by16:51 18 Jun 2013

Hello,

You can set up Activity Types Subsystems, where you can specify what activity type will be used for the Sent out E-mails and if an activity should be done automatically as soon as the e-mail is sent out.

Activity Types, Subsystems setting is in CRM module.
In the line for 'Mails',
- you can select Activity Type with paste special,
- tick 'Automatically' - this means, that the activity will be created automatically
- tick 'Done' - the activity will be marked as done automatically as well.

If you do not wish to have an automatic activity, then you can just specify the Activity Type and users can create activities from the mails they sent out.

HansaWorld Support Team

This answer was correct

6-18-13

Hello,

You can set up Activity Types Subsystems, where you can specify what activity type will be used for the Sent out E-mails and if an activity should be done automatically as soon as the e-mail is sent out.

Activity Types, Subsystems setting is in CRM module.
In the line for 'Mails',
- you can select Activity Type with paste special,
- tick 'Automatically' - this means, that the activity will be created automatically
- tick 'Done' - the activity will be marked as done automatically as well.

If you do not wish to have an automatic activity, then you can just specify the Activity Type and users can create activities from the mails they sent out.

HansaWorld Support Team

Reply

6-18-13

Created by16:51 18 Jun 2013

Hello, You can set up Activity Types Subsystems, where you can specify what activity type will be used for the Sent out E-mails and if an activity should be done automatically as soon as the e-mail is sent out. Activity Types, Subsystems setting is in C

Very helpful, thanks.

Reply