Brand new to SuiteCRM. Installed on my host’s server and am in the process of setting everything up. Plan to export data from our old CRM and import into SuiteCRM over the next week.
One problem I am having is with email. We use the Apple Mail client and are not able to change (accounts are standard IMAP). I understand there is no plug-in/3rd part solution that will integrate SuiteCRM with this client.
We don’t need to have all email automatically come into SuiteCRM. We currently only place selected emails into our CRM, linked to a specific contact(s).
Is there a way to take our existing linked emails and import them into SuiteCRM? We can easily export the data as a CSV file, similar to our other categories of data (accounts, contacts, etc.)
Is there a way to get this functionality going forward with SuiteCRM either through forwarding or bcc from our current email client? They can even come in as “notes” as long as they attach to the correct client.
I realize we can cut/paste individual emails into a note. Just looking for a way to add some automation to the process.
FYI - we have no ability to write our own solution.
Thanks in advance.