CRM - any experience?

Hi Gae,

to associate e-mails from external mailbox, you need to map such a mailbox to XTRF.

To do that go to My Account -> Mailboxes -> Edit -> Add and provide all e-mail account details:

After entering your mailbox's information into the system, you can send  and retrieve messages from that mailbox via XTRF. You can also associate messages with items such as customers, quotes or projects so that you can quickly and easily access a message from an item's Messages tab.

You can add Associations from CRM Module level - open an e-mail (or any other CRM entity - memo, task,etc.) in CRM module, click one of the buttons on the bottom:

You can also add an CRM association from Client, Vendor or Client Invoice level. In Classic Projects you can add associations from Quote or Project level.

@Gae, how is the CRM working for you? We found it too clunky, but it would be nice to have everything connected. 

Hi @mark,

sorry for being late.

Yes, I'm starting again testing the CRM module and all the issues related to messages and it seems to me quite slow and not so user-friendly.

Our goal would be to keep track of all email related to this or that quote/project (example below) but if I'm working properly maybe there are too many "manual" actions.

To do this we'd need to move from our mailboxes that message (that is coming into my OUTLOOK for example) and make manually association to quote, ID CLIENT etc...if I wanna track all there.

Maybe I'm not working properly, that's why I've asked XTRF to give us some help & understand if there's a chance to use the "message" tab in order to keep track of any communication inside XTRF.

:-)