Email From blank

💬 General Discussion
1

Suite CRM Version is 8.7.1 running on a Linux Box - Languge Pack German active

eMail functionality is set up to work against Exchange using it as relay - tested OK via test dialog as admin

Now as a user with own eMail addres i try to send Mail from my personal mail adress (which is added to my user account).

So …

  1. i open the Lead
  2. Go to Activities/Action → Send email
  3. The Dialog Pops up but the FROM Part is empty and i CAN NOT select anything from the dropdown !
  5. i Can select the TO eMail address
  6. Email than is in fact sent … but it uses the system email address

Did i miss something or is it a bug?

Please help me on with that

Thanks in advance

Richard

2

Personal Accounts

A personal account is used to view and send email from a personal email account within the Emails module. This account can be an internal or an external email account. Emails from personal accounts are not stored in SuiteCRM unless manually imported.

Personal accounts can be configured by the user from their user profile. Administrators can configure personal accounts for other users.

See Managing User Accounts for instructions on setting up a personal account.

3

Thanks for your answer … i managed to get personal eMail displayed but the result of sending is irritating as the mail is not stored in CRM as you mention in your mail already.

Our scenario is quite common i guess … the Sales users are working with outlook at the moment and shall be assisted by a CRM system … from my experince integration is key factor for user acceptance.

Decision which communication is CRM relevant and shall be available via the system should be up to the user working with the system.

If i understand right the only means to achive a style of working like this is the use of an external “outlook integration module” … which is available as paid add-on as far as i understand

Question: Is that correkt or are there other ways to achive this

4

The Opacus is free add-on for your outlook. Is will help sales teams to achieve email to SuiteCRM directly from the outlook.

5

Thanks for info … so let me ask … is this add on/plugin useable with suitecrm 8.7.1 as the vendor states Compatibility only for Sugar CRM 12.x and 13.x is there somebody here (in this forum) known to actually use it sucessfully in this combination?

Btw.: Not all features are free (anymore?)

Additionally: I asked for same via support plattform from implicit … no answer for several days … i am a little bit irritated tbh …

6

I think it will work since it adds sidebar to your outlook desktop application.

You need to give it a try.

This lite version has everything free. The company stopped supporting, so they made licensing free to all.

Let us know once you installed and try it out. :slight_smile:

7

Hello …
I tried … and i get the same issue as another user already: