Just trying to set up for the first time and I’ve set up a group e-mail. I assumed the folder button would let you filter to a particular (monitored) folder, but in fact it just shows the content of ALL the monitored folders.
So I went back and edited the group e-mail so that only the folder I particularly needed was listed in Monitored Folders, but no matter what I choose it still shows the whole INBOX, not the chosen folder.
Is there some other way that this is meant to work that I’m missing, because at the moment it doesn’t seem useful.
Also is there any way to do a negative filter, i.e. all message NOT including X?
Hi @CumannGaeilge
SuiteCRM group email does not filter emails by folder in the view. Even if you select a specific monitored folder, the inbox will still show emails from all monitored folders. This is a known limitation of how Group Email works.
To manage this better, you can create separate group email accounts or use email rules/workflows to auto-assign emails based on subject, sender, or keywords.
Negative filtering (emails NOT containing X) is not supported by default. This can only be handled through email rules or custom customization.
If you need any help setting this up, please feel free to share more details. I’d be happy to help
You can also share your email ID or preferred contact details, and I’ll reach out to you directly.
That’s disappointing. I think negative filters should definitely be supported, but it’s looking like SuiteCRM is not really going to be suitable for us anyway. We would have to invest a lot of time in organising around it, rather than it adapting to us.
Probably our goals are just too different. We need a shared solution all the way. No assigning e-mails; we just want a system to track contacts (from e-mails) through an onboarding process so that different people can respond as required and we can get an overview of the process, which isn’t always possible with just e-mail.
if you have a lot of processes around emails, have you looked into a helpdesk solution?
CRM is usually more focused on sales & marketing.
Alternatively, maybe a customer portal might fit your needs - depending on your onboarding process.
