Email Import missing from Bulk Action menu

[TerryL]

I noticed on some of Paul Stevens’ videos that there should be a Import option in the Bulk Action menu on the emails page. I only get the following;

I’m on 7.14.3 … Is this expected? I can individually import when opening the email but I’d like to be able to bulk import several emails for the same account/contact.

Can anyone throw light on this please. Am I missing something?

Thanks Terry

[TerryL]

Would anyone like to respond to this PLEASE?

Is the above image as expected? Is this what everyone else gets?

Appreciate any confirmation either way.

Thanks Terry

[chris001]

When logging into 7.14.3 (bitnami container), go to Emails module, View Emails, select multiple email messages in the list view, click Bulk Action, I see the Import option is available.

More here about how to enable / disable options in the Bulk Actions.

Is your Suite login user account a member of a Security Group?
Which Roles are you assigned?

How can I restrict bulk delete and import from list view in SuiteCRM

HI , To each module in the list view if we select some records from list view ,there is a BULK ACTION like shown below. [bulkdelete] how can restrict this option(PRINT AS PDF ,EXPORT,DELTE ) to some of USERS ,I means I have 4 user ,for 3 I am trying to disable this options but from where I have to do and for one user it should be enable . This BULK ACTION is showing to all modules in the list view. How can I do this ,can any one help on it plz. Thanks Sandeep

[TerryL]

Hi Chris, thanks so much for your reply.

I am in admin mode and have access to everything. Yes, members are part of a Security Group however as I say, I am the admin and have ALL Roles assigned to me.

When I select emails in the email list, then click ‘Bulk Action’, and then ‘Mass Update’, the options then appear at the bottom. I enter the Account I wish to relate the emails to. Hit ‘Update’.

And I get the following;

Would you have any ides why this is happening?

Thanks
Terry

[TerryL]

After some further tinkering I notice that if I choose delete in the ‘Mass Update’ I get the same notification as above.

Something is amiss here. Is it just me?

[chris001]

What steps do you take to access the Emails list, so that you can select emails in the email list, and then click Bulk Action ?
Do you go to Collaboration, Emails?
Or do you go to Sales, Accounts, click on an account name, History subpanel?

[TerryL]

Hi Chris

I go directly to the emails module via the TOP menu. That is ‘ALL’ or Collaboration , Emails.

Going to Sales , Accounts , click on an account name, History subpanel would give same result.

Ofcourse if everything worked as I think it should, the emails related to the account will appear in the Accounts History subpanel. This is what I am trying to achieve using the ‘Mass Update’.

By the way, this works perfectly well if I click on the email subject in the Email List to view the email, then click ‘Action’ and then ‘Import’, complete the ‘Related to’ . Email appears as it should in the Account’s ‘History subpanel’.

Does the Mass update work for you?

Regards
Terry

[chris001]

I double checked and I tested this on Suite bitnami docker container for 7.14.1, not 7.14.3.

In the Collaboration > Emails module, Bulk Action has the option Import.

Also, it does NOT have the option Mass Update.

[TerryL]

Hi Chris

OK. So this is interesting because I obviously don’t get the same menu options as you.

So now I wonder if someone running 7.14.3 can confirm if they have the same as you or they have the same as me. If it’s the same as me then that would confirm a bug in 7.14.3

Regards

[mcom]

FYI, I’m running 7.14.3 and have “Import” on the bulk actions dropdown.

[TerryL]

Thanks for the info mcom. It seems I have a problem.

UPDATE:

I decided to try adding ‘Assigned To’ field to default list in the List view layout of ‘Emails’ module. Save & Deploy.
The correct Menu behaviour appeared!
I went back to Studio moved the ‘Assigned to’ field back. Save & Deploy. Correct Menu has remained.

Go figure!

Thanks everyone for help.