User have no email option

mulyadi-agtechsg · August 14, 2023, 10:16am

Hi,

I have created user and assigned a Sales User role.

I want this user to be able to email to the Lead. However, there is no email option under Menu.

I have set User Permission to a Company.

Please assist. Thank you.

NCP · August 14, 2023, 10:31am

Hi @mulyadi-agtechsg,

Please go to the Role Permissions Manager and give an Email right for Sales User.

Thank You!

mulyadi-agtechsg · August 14, 2023, 8:47pm

Already set. By default. Issue still persist.

michelle · August 15, 2023, 3:51am

Open the Lead and see if you can see “Email” button below the page?

mulyadi-agtechsg · August 15, 2023, 10:04am

Hi @michelle ,

There isn’t an Email button at the bottom of the page.

I have done the following to no avail.
Set the user as Lead Owner.
Give role as Sales Manager
Give role as System Manager

ERPNext: v14.24.2 (version-14)
Frappe Framework: v14.36.1 (version-14)

mulyadi-agtechsg · August 16, 2023, 5:23pm

*bump

Can I check if others in this forum face the same issue and if not, which version are you on?

Thanks!

mulyadi-agtechsg · August 17, 2023, 6:27am

@michelle @NCP

Managed a workaround. I don’t think by design. I have to assign ‘Translator’ role to user.
However, there is no permission for ‘Translator’ for Lead DocType.