Assegnate 5 su 5 stelle

di smokinjo il Set. 6, 2023 ·

This plug in has great potential. As it stands, you can archive all emails to your crm. I started using it again after my CRM activities picked up again. This is a big time saver, and easier than using the SuiteCRM interface.

The two suggestions that I could make would be

1 - to add the option to be able to create a new lead from an email. This would shorten this tasks and simplify it quite a bit.

2 - add the ability to archive an email while sending it. Saving that extra step of archiving it after it is sent.

Bravo, and keep up the good work on this plug in!

Joseph

Questa recensione riguarda una versione precedente (2.2.1) del componente aggiuntivo. 

di Rolustech (Sviluppatore) il Set. 21, 2023 ·

Thank you for the great feedback. We will take your suggestions into consideration for a future release.

Assegnate 5 su 5 stelle

di smokinjo il Gen. 4, 2023 ·

I was able to go back and play with the plug in, and by trial an error, I was able to make it work:)

Very useful and allows importing emails into my SuiteCRM. It allows me to import sent and recieved emails.

In order to reduce a step,the next major improvement would be to add a button while sending emails that allows one to archive the email at the same time as sending it.

I am very excited about this plugin.

Questa recensione riguarda una versione precedente (2.0.1) del componente aggiuntivo. 

di Rolustech (Sviluppatore) il Gen. 6, 2023 ·

Hi,
Thank you for your feedback. Great to hear it's working for you. We'll note your suggestion, and keep it in mind for the next update cycle.

Assegnate 3 su 5 stelle

di smokinjo il Dic. 29, 2022 ·

Thanks for creating this new plug in(new fro me anyway).

I am using TB 102.4.2. 2.01 of your plug in. I installed the module,and it asked me for the url,name and password. I entered them.

Now, I press on the archive emails to crm button, and drop down menu, and nothing happens. I do not know hwo t find the window where I entered the url,username and password, so I can not confirm the details.

Can you let me know what I am doing wrong?

Thanks

Questa recensione riguarda una versione precedente (2.0.1) del componente aggiuntivo. 

di Rolustech (Sviluppatore) il Gen. 2, 2023 ·

Hi,
Thanks for trying our plugin. Can you confirm that when you click on archive in the drop-down menu, a window pops up? In there, you should see a module selection drop-down, and a text box to search the name of a record in that module. Enter the record you want to archive to, and click archive. The button should indicate that email has been archived.
To go back to sign in window, click on the hamburger button in the top right, and choose "Sign out from CRM". Hopefully this helps.
Do let us know how you get on. Thanks.