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Question

GI to show all email activity by Sales Rep

  • January 23, 2023
  • 4 replies
  • 194 views
Ehren_Dimitry
Freshman II

Hi all, 

I am trying to create a generic inquiry to report total email activity by sales report. The GI will be used for Dashboard widgets. 

 

What I have found, sales reps will sometimes use activity type “Email Response” if the Outlook addon isn’t working properly. The GI I am currently using based on the CRSMEmail table and doesn’t capture CRActivity data. I am having problems linking CRSMEmail and CRActivity where CRActivty.Type=’R’ (Email Response). 

Any help would be appreciated. 

Thanks,

Ehren

 

 

4 replies

DConcannon
Varsity II
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  • DConcannon
  • Varsity II
  • January 23, 2023

Hi @Ehren_Dimitry Have you tried using SMEmail? This should capture all emails.

 

 

Chris Hackett
DavidEichner
Ehren_Dimitry
Freshman II
  • Ehren_Dimitry
  • Author
  • Freshman II
  • January 23, 2023

Hi @DConcannon 

I just checked out the DAC for that table. I don’t see the “emails” I am needing. I believe the issue is the CRActivity.Type=’R’ (Email Response) is not technically an email, but an activity that is an email by name only. Perhaps I am missing something though. Thanks for the response!

Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • March 16, 2023

Hi @Ehren_Dimitry  were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
Ehren_Dimitry
Freshman II
  • Ehren_Dimitry
  • Author
  • Freshman II
  • March 16, 2023

@Chris Hackett 

No, not yet. We are considering the Sendgrid integration with may help this situation. 

Chris Hackett
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