user vs contact
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16 Juni 2008 14:48
Hello,
Is there any way how to track internal communication between CRM users? I have created Contact for each CRM 4.0 user, but CRM sometimes doesn't recognize it and sometimes behaves "in a strange way"...
The client wants to track both outgoing and incoming e-mails between CRM users. They dont use Exchange but hosted mailboxes available via POP3.
If the user (and contact at the same time) press "Track in CRM" the token is added but sometimes the e-mail is in his history but sometimes not.
I know the best practise is not to use same e-mail address for user and for contact, but there should be some way how to track communication between users...
Thank you
Jan
Semua Balasan
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17 Juni 2008 3:22Moderator If you have the same e-mail address in both the User record and a similar Contact record, CRM will not know how to resolve it. and will post the address in the TO or whatever in red. It will not know how or where to create the appropriate e-mail activity record.
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17 Juni 2008 7:27Moderator
Have you checked the "Set tracking options for e-mails between CRM users" setting in Settings | Administration | System Settings on the E-mail tab?
This might be relevant to your situation.
I also agree with the previous post about not having your users in as contacts. Did you check that the user record has the right e-mail address?
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17 Juni 2008 7:35
Yes I have checked it.
Users have correct e-mail address.
The problem is how to check the communication between users as the boss of the company wants to see internal communication...
Jan
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17 Juni 2008 8:10
Yes Larry, you are right. I have already realized that, but how to track internal communication? I can make report, or write a view but this is not what I am looking for. I would like to see a user and all his history as like as with other contacts or accounts... -
18 Juni 2008 3:59ModeratorI agree that would be nice and should possibly be an 'ask' for the next version. However, in the mean time, you could create an Advanced Find for that.
