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.
@Ehren_Dimitry Have you tried using SMEmail? This should capture all emails.
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!
@Ehren_Dimitry were you able to find a solution? Thank you!
No, not yet. We are considering the Sendgrid integration with may help this situation.