Skip to main content
Question

GI to show all email activity by Sales Rep

  • January 23, 2023
  • 4 replies
  • 157 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
Forum|alt.badge.img+2
  • Varsity II
  • 120 replies
  • January 23, 2023

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

 

 


Ehren_Dimitry
Freshman II
  • Author
  • Freshman II
  • 7 replies
  • 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
Forum|alt.badge.img
  • Acumatica Community Manager
  • 2750 replies
  • March 16, 2023

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


Ehren_Dimitry
Freshman II
  • Author
  • Freshman II
  • 7 replies
  • March 16, 2023

@Chris Hackett 

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


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings