I am new to CRM in general and SuiteCRM in particular, so please excuse the lame question. Trying to get my head around the whole concept.
I got latest version installed (7.6.4) and now trying to get e-mails to work. Is there a quide on setting up the e-mails?
I need to:
– be able to send e-mails as a specific user
– receive e-mails as a specific user (and automatically allocate received e-mails to a contact)
– be able to receive e-mails from website form and convert them to a lead
– be able to receive general notifications from CRM to specific user.
Can someone point me to a “how to guide” or tutorial or any other info to help me?
– receive e-mails as a specific user (and automatically allocate received e-mails to a contact)
you must configure inbound email in admin section. you must configure cron job. email is automatically attached to a contact with email if exist in crm
– be able to receive e-mails from website form and convert them to a lead
you must create a webtolead form, and incorporate form to your website
– be able to receive general notifications from CRM to specific user.
this is in user preference; you must check notification…
E-mails are only received if they are unread somewhere else. For example, an e-mail is sent and I read it on my mobile before CRM has a chance to run its cron job. In this case, CRM never receives the e-mail (all my mail clients are IMAP, so message is there, just marked as read). For that same reason, importing of mailbox does not work as well.
If I mark message as “unread” in my mail client, CRM rsuddenly eceives it.
When CRM has a chance to get the e-mail first, it marks it as “read” on the server. Even if I did not open it yet. As a result, I do not see notification from external mail client (my mobile for example).
I have lead page open. At this time, an e-mail arrives related to this particular lead. Should I see any notifications? I only know about e-mail when I refresh the page and it appears in the list of e-mails.