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Hello,
We are hoping to set up our CRM so that each sales person has their Gmail account set up as an IMAP incoming mail server. This allows for sales people to use Gmail as the mail client, but continues to pull in emails to OpenERP which can be stored against customers.
However, currently there does not appear to be a way to collect mail sent through the GMail interface by IMAP (i.e. IMAP the 'sent' folder on GMail). Does anyone know if there is a way to do this?
Many thanks,
Lawrence
hello
will this solution work for all users in the system?
all users can receive their sent mails in their outlook client?
Hi,
I am not very sure if i understood your question completely, however you can configure the incoming mail gateway by following the below steps
If connection is ok, you'll start receiving all you mails in here Messaging -> Inbox and your appropriate actions will be done for email. You can also mark your emails as todos and convert them to oppurtunites, etc. All the best!!
Will this help me have a feature similar to Capsule CRM email drop box? https://capsulecrm.com/support/drop-box/
I configured, test passed. but not receiving anything anywhere
Will this help me have a feature similar to Capsule CRM email drop box?
https://capsulecrm.com/support/drop-box/
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Hi Lawrence, I'm looking for the answer to your same problem. I tried setting up a local mail server as well, but I can't think of a good way to configure OpenERP. Did you make any progress since last year? Thanks Davide
Hi Davide, the solution we used was to create incoming mail servers (POP server) for each sales employee. This then pulls through all mails from the Gmail account (inbox and sent) and logs them as leads each time the fetchmail service runs. The only problem with this is that many mails which are not leads are pulled through. You can create a simple server action to delete leads created from a list of email addresses that you can define.