Hi everyone,
I have configured my Gmail account in ERPNext and enabled email synchronization. I want to achieve the following functionality:
When I send an email directly via Gmail, if the recipient’s email address matches an existing contact in my ERPNext system, I want the email to automatically appear in the “Activities” section of that contact.
So far, I have:
- Configured my Gmail account in ERPNext under the Email Account settings.
- Enabled incoming and outgoing email synchronization.
- Verified that my contacts have their email addresses correctly entered in ERPNext.
However, emails sent via Gmail are not automatically linking to the contact’s activities in ERPNext.
Is there a built-in feature in ERPNext that supports this, or do I need to implement a custom solution to achieve this functionality? If a custom solution is required, could someone guide me on how to set it up effectively?
Any help or pointers would be greatly appreciated!
Thank you!