I know this topic has come up before (few posts I saw dated back to 2015, 2019, etc), but I was hoping by now it would be addressed and/or resolved. I have recently kicked of an Event and after testing with 5-6 test Contacts all was great. But once I added 1200 contacts and Sent Invites, i quickly realized the need for some basic functionality.
even though the system confirmed all were sent, it seamed that after some activity and few bounced emails due to wrong address, the process halted. the SuiteCRM email queue was empty abut the smtp gateway’s queue (on Hostgator) still showed messages queuing. then stopped. i can not tell which delegates actually got emails vs which were just noted as Invited vs which were never sent out.
i could not get some quick counts in the gui.
Custom Report does not provide an option for the Delegate Status and Delegate Activity Status
Delegates sub panel does not allow to sort by anything other than Full Name and Office Phone.
Filter option is limited to First Name and Last Name only, also not allowing to pull the needed data
Does anyone have any new information updates or advice or workarounds (not involving custom development efforts)? Thank you in advance!
as for the 2nd issue:
I usually use Metabase for in depth reporting.
Metabase needs access to your CRM DB (can be a local offline copy as well).
Then, you’d build your reporting models and have access to all data.
Metabase is incredible easy and powerful at the same time.
For the first issue:
Independent from whether or not SuiteCRM can do that technically, you’re likely hitting limits there:
I haven’t looked at that specific code area, but I can imagine that the campaign code isn’t being used for the event invitations.
Via SES or similar, one blast of 1200 should work - however, sender reputation / in-boxing etc. is a different topic.
Thank you very much for your timely response, Bastian!!!
#2 Looked at Metabase and it is a good looking work around. I was hoping that simple improvements to the SuiteCRM code could/would be offered in the near future. Just the sorting option of the status/activity columns would go a long way, or a simple export, not to mention a Filter or a custom Report.
#1 Thank you, was aware of the Hostgator limitations but was getting inconsistent results so was questioning other parts of the equation. And you are spot on with inbox landing issues. Anytime you are spoof the address you are risking landing in Spam, which is what was happening here because I used SMTP Gateway/mailbox other than the email domain we use. Need to get OAuth working (topic for another post).