Suitecrm email client ....... how to create any record (lead, contact, etc) manually directly in 7.10.2

binsotec · 28 March 2018 18:55

Before upgrade to 7.10.2 i was able to manually create any record (lead, contact, opportunity, case, task etc) directly from the suitecrm built-in email client by pressing a button “QUICK CREATE” System automatically fills up the new ‘record creation form’ (lead, contact, opportunity, case, task etc) with the information given in that email.

but after the upgrade i am unable to see this “QUICK CREATE” button, so there is no way to create any record. Email client layout is different and it has only the option to import email into the suitecrm database.

I wonder, if this upgrade has removed this option altogether or am i missing something.
This function is very important for me because i create leads, contact, etc directly and manually from inbound emails and later assign it to my team.

Thanks in advance.

pgr · 28 March 2018 21:28

You don’t mention which version you were running before…

Starting from 7.9.0 there is a new email client, so yes, there are differences.

binsotec · 28 March 2018 21:46

Thanks for the quick reply. I was using 7.7 earlier.

Do you confirm that the required function to create any new record directly from the email inbox is not present in the latest version ? If yes, then please advise how do I can I create new records from emails.

Thanks

pgr · 29 March 2018 09:02

I am not very familiar with the email module. So I might be missing something.

I think it’s the Import function, where you can “relate to” some record. Although it’s not as convenient as the old function.

Try looking in the Documentation to see if you can find something on this.

https://docs.suitecrm.com/user/core-modules/emails/#_import_mail

Also look into “group email” accounts which have more logic about parsing the email and trying to auto-relate to records, I believe.

binsotec · 29 March 2018 11:31

Well, i do understand that in case if some record ( lead, contact, opportunity, case, task etc ) already exists in our system, we are able to create a relationship when importing email into the system. But in case if we want to create a new record altogether, there is no option available now in the latest release. However it was available in earlier versions.

I believe that team at suitecrm is missing this important function…

In a real environment, We get an email from someone interested in our product, we want to create a lead from that email. This is a very common situation for many small businesses. I want other users to please confirm if this is possible in anyway ?

pgr · 29 March 2018 11:40

You are right, it is convenient and it would be nice to still have that option there. You can open an Issue on GitHub with this suggestion.

https://github.com/salesagility/SuiteCRM/issues

pstevens · 20 February 2024 16:54

I know this is an old thread, but just wondering if this is possible? Or anyone solved it? I’m looking at the inbound email and this functionality appears to be there, but only for emails already imported? It’s kind of weird. If the email is not already imported, you don’t get these options. Anyone know what’s going on with this before I have to go full Sherlock Holmes on this one?

Looks like the functionality is built, I get a popup to create the new record:

pstevens · 21 February 2024 01:44

SOLVED!!! It’s easy to add this feature to all emails to create new lead, contacts, opportunities, bugs and cases from ALL inbound email…

In \modules\Emails\metadata\detailviewdefs.php

All of the options are there already for this feature. The problem is detailviewdefs.php is only used if the email has been imported already. If it has not been imported then another view is used:

\modules\Emails\metadata\nonimporteddetailviewdefs.php

Here these buttons are missing as is the include for the quick create. All that needs to be done is a few lines copied from detailviewdefs.php to nonimporteddetialviewdefs.php plus, the include for quickCreateModal.js and it works!!!

Just copy over these lines to nonimporteddetailviewdefs.php

array(
                    'customCode' => '<input type=button onclick="openQuickCreateModal(\'Bugs\',\'&name={$bean->name}\',\'{$bean->from_addr_name}\');" value="{$MOD.LBL_CREATE} {$APP.LBL_EMAIL_QC_BUGS}">'
                        . '<input type="hidden" id="parentEmailId" name="parentEmailId" value="{$bean->id}">'
                ),
				array(
                    'customCode' => '<input type=button onclick="openQuickCreateModal(\'Cases\',\'&name={$bean->name}\',\'{$bean->from_addr_name}\');" value="{$MOD.LBL_CREATE} {$APP.LBL_EMAIL_QC_CASES}">'
                        . '<input type="hidden" id="parentEmailId" name="parentEmailId" value="{$bean->id}">'
                ),
                array(
                    'customCode' => '<input type=button onclick="openQuickCreateModal(\'Contacts\',\'&last_name={$bean->name}\',\'{$bean->from_addr_name}\');" value="{$MOD.LBL_CREATE} {$APP.LBL_EMAIL_QC_CONTACTS}">'
                        . '<input type="hidden" id="parentEmailId" name="parentEmailId" value="{$bean->id}">'
                ),
                array(
                    'customCode' => '<input type=button onclick="openQuickCreateModal(\'Leads\',\'&last_name={$bean->name}\',\'{$bean->from_addr_name}\');" value="{$MOD.LBL_CREATE} {$APP.LBL_EMAIL_QC_LEADS}">'
                        . '<input type="hidden" id="parentEmailId" name="parentEmailId" value="{$bean->id}">'
                ),
                array(
                    'customCode' => '<input type=button onclick="openQuickCreateModal(\'Opportunities\',\'&name={$bean->name}\',\'{$bean->from_addr_name}\');" value="{$MOD.LBL_CREATE} {$APP.LBL_EMAIL_QC_OPPORTUNITIES}">'
                        . '<input type="hidden" id="parentEmailId" name="parentEmailId" value="{$bean->id}">'
                ),

Plus This one in the includes array and that’s it!!

array(
                'file' => 'modules/Emails/include/DetailView/quickCreateModal.js',
            ),

I’m wondering if I should add a PR for this one, it seems like it was just forgot?

pgr · 21 February 2024 09:18

Nice.

I wonder if there are any issues due to the emails not being imported? For example, I assume the code will not just create a new Lead, but also relate it to the Email. Is there any trouble with this if the Email is not there?

pstevens · 21 February 2024 13:42

That would be ideal, but the code only creates the record and then gives you the option to return to the record or the email. You would then have to import the email and attach it to the record you just created. I know what you’re thinking, why not just import it first? Well the use case for this is lets say a client emails you a problem. You want to attach the email to the case, but there is no case to attach it to. Or for example, you get an email from a referral " abc co. referred me to you" and you want to attach it to the lead, but there is no lead yet. You will now have the option to create the lead right there and then attach it (import).

i agree though ideally it would automatically get imported and related to the record you just created. I’m going to see how hard it would be to hook into the import function if that’s possible because that would absolutely make this process easier.

pstevens · 21 February 2024 13:43

github.com/salesagility/SuiteCRM

Record Creation From Inbound Emails Missing

opened 02:04AM - 21 Feb 24 UTC

pstevens71

#### Issue The issue is that if an email is already imported there are a whole bunch of other options in the ACTIONS menu like: Create Case, Create Bug, Create Lead... etc. ![image](https://github.com/salesagility/SuiteCRM/assets/29544935/00bdadd5-34b3-40f2-95d7-94946e24d27f) However, when an email is not imported yet, these options are missing (and would be super convenient!!!) I found the problem. These two views use different viewdefs depending if the email has been imported or not. These button options are just missing from the non-imported email view. #### Expected Behavior I'd expect to see the same options on non-imported email as I do when I'm viewing an already imported email. #### Actual Behavior What actually happens is for non-imported emails this template is used instead: \modules\Emails\metadata\nonimporteddetailviewdefs.php which doesn't contain all the button options. It's almost like they are forgotten. #### Possible Fix The fix is easy, just copy in the button code to the nonimporteddetailviewdefs.php as well as the includes for the quickcreate: ``` array( 'customCode' => '<input type=button onclick="openQuickCreateModal(\'Bugs\',\'&name={$bean->name}\',\'{$bean->from_addr_name}\');" value="{$MOD.LBL_CREATE} {$APP.LBL_EMAIL_QC_BUGS}">' . '<input type="hidden" id="parentEmailId" name="parentEmailId" value="{$bean->id}">' ), array( 'customCode' => '<input type=button onclick="openQuickCreateModal(\'Cases\',\'&name={$bean->name}\',\'{$bean->from_addr_name}\');" value="{$MOD.LBL_CREATE} {$APP.LBL_EMAIL_QC_CASES}">' . '<input type="hidden" id="parentEmailId" name="parentEmailId" value="{$bean->id}">' ), array( 'customCode' => '<input type=button onclick="openQuickCreateModal(\'Contacts\',\'&last_name={$bean->name}\',\'{$bean->from_addr_name}\');" value="{$MOD.LBL_CREATE} {$APP.LBL_EMAIL_QC_CONTACTS}">' . '<input type="hidden" id="parentEmailId" name="parentEmailId" value="{$bean->id}">' ), array( 'customCode' => '<input type=button onclick="openQuickCreateModal(\'Leads\',\'&last_name={$bean->name}\',\'{$bean->from_addr_name}\');" value="{$MOD.LBL_CREATE} {$APP.LBL_EMAIL_QC_LEADS}">' . '<input type="hidden" id="parentEmailId" name="parentEmailId" value="{$bean->id}">' ), array( 'customCode' => '<input type=button onclick="openQuickCreateModal(\'Opportunities\',\'&name={$bean->name}\',\'{$bean->from_addr_name}\');" value="{$MOD.LBL_CREATE} {$APP.LBL_EMAIL_QC_OPPORTUNITIES}">' . '<input type="hidden" id="parentEmailId" name="parentEmailId" value="{$bean->id}">' ), ``` And to the includes array: ```array( 'file' => 'modules/Emails/include/DetailView/quickCreateModal.js', ),``` #### Steps to Reproduce 1. Look at an email that has not been imported, all the record creation options are missing 2.Look an an email that has been imported, you will see all the creation options 3. Add the button code and the includes to \modules\Emails\metadata\nonimporteddetailviewdefs.php 4. enjoy the new functionality! 5. #### Context This is super useful because often you get emails in a personal email (non group account) that is not already imported and you'd like to do things like create cases, opportunities, etc. #### Your Environment * SuiteCRM Version used: 7.12.8 * Browser name and version (e.g. Chrome Version 51.0.2704.63 (64-bit)): * Environment name and version (e.g. MySQL, PHP 7): PHP 7.4 * Operating System and version (e.g Ubuntu 16.04):