CRM - using and saving email conversations?

1

I have been using ERPNext for 5-6 months now.

Having survived the start up phase, we want to get more out of it besides just invoicing and inventory.

According to what I read, I am able to use email and keep copies of them for later use.

How does one do this? I have not seen the email fucntion in ERPNext yet.

Thanks

2

You need to setup an Email Account

You can also view this video to understand how Email Integration works and its capabilities

1 Like
3

Thanks for the reply. I was able to set up my first email account.

But, it quickly menitonoed(and I for forgt exacty what is said):
user ID and role ID must be added/entered.

Not sure where this.

As well, where do we see the email inbox, sentmail, etc…?

Thanks

4
  1. It is asking you to set User ID and in the Employee Master since the user has Employee Role
  2. To see your Inbox navigate to Communication
5

Hello,

I found my “communications List”. But, I had to search for it. Where is it amongst the various menus?

I did find the inbox, great.

AS for the User ID, I did nto assign it, since I was nto sure what it was. How can I assign this now?

But, I noticed right away that in my regular email client(Thunderbird), I erased an email. But, it still shows up in the ERPNext email. How can we refresh the email message list?

Is it possible to make a contact/supplier from an email?

Thanks you very much for your assistance!

Joseph

6

Under ERPNext User section in Employee Master

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Not sure if this is possible.

ERPNext will by default make a Contact for new Email addresses. Check the Timeline Links section on the Email (synced to ERPNext). Navigate to the contact by clicking on Link Name

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Then add the Supplier Reference in Reference table of Contact

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