Part of my lead, opportunity, customer workflow is sending emails when a RfI (request for info) comes in. This RfI will normally come from a call which is logged fine but I can't figure out how to handle the RfI through email. This is absolutely essential to be able to log and keep track of. Maybe a follow up email as well.
Also, it would be nice to have docs sent in the email logged through the knowledge managment as well???
The simplest way is the "send a message" to the customer through the Opportunity's message wall. If you use the "full mail composer" (icon at the top-right) you can compose the message in rich text. Attachments are also possible and will be stored in OpenERP's database.
It's also possible to have that for mails sent from your e-mail client, but It gets more complicated if you're self-hosted.
The next simplest thing is to setup the "Create leads from incoming mails" configuration, and send your RFI response with cc to the leads e-mail address. This has the disadvantage if creating a new lead instead of appending the message to an existing on.
The ideal solution it to setup email alias, that makes OpenERP capable of appending to a document's history messages exchanged through pure e-mail. I would suggest you to try that out on a OpenERP SaaS Trial account.
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|Asked: 9/18/13, 7:27 AM|
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|Last updated: 3/16/15, 8:10 AM|