May 14, 2017 at 9:55 pm #7065
Is it possible to see the emails sent and received to various contacts of a company, to and from different users of the WpErp?
May 15, 2017 at 8:28 am #7093
Actually, I am a little bit confused by your question. So it would be great if you can elaborate your question a bit more.
BTW let me inform you that, you can monitor all the emails sent to and received from the contacts of a company by using a separate CRM agent.
Thank you 🙂
May 15, 2017 at 10:36 am #7094
1. Ok so let me elaborate:
Contacts of a company ABC – Mr A ,Ms B & Mr C
Users of CRM – User1, User2, User3
Each of the user should be able to see all the emails sent to Mr A ,Ms B & Mr C from User1, User2, User3
Also, Each of the user should be able to see all the emails sent by Mr A ,Ms B & Mr C to any of User1, User2, User3
Hope it helps!
2. I could not follow “using a separate CRM agent.”
May 15, 2017 at 11:03 am #7096
May 15, 2017 at 9:44 pm #7100
We would like this list of emails to be displayed in the dashboard while viewing the Company.
I hope this is how it would be, right?
May 16, 2017 at 7:40 am #7101
May 16, 2017 at 7:57 pm #7137
I logged in as a CRM Manager.
Can’t see any Dashboard.
Do we need to set permissions for the role CRM Manager?
May 17, 2017 at 8:56 am #7139
- You must be logged in to reply to this topic.