GMail App Integration w/Discussions
Our current CRM (Nutshell) allows us to directly log an email into it on a project or user basis via a browser extension for Google Chrome - I don't think our staff would like using the discussion board as a primary communication tool, but would definitely like to be able to use it to log communication- especially if activities could be tracked with discussions (eg, a tab on the activities panel when you complete an email activity that says something like "Select corresponding discussion" and would allow a supervisor/superior to go directly to that)
Mat Goldsmith commented
This could be as simple as a BCC address with the current user domain/job number. I would then just forward all emails through to current or BCC them into my communications.
please integrate with outlook and gmail. The way your system is atm is really clunky, most crms have this feature so i dont understand why this is a discussion and not already in development - you guys are behind the curve here and the crm looks dates as a result
Business class email integration is a must. We are finding at the moment that many communications end .up in the clients spam...we've lost some business as a result. However im not convinced that gmail or yahoo mail are the right platforms as these have quite vigorous rules on spam and levels of emails....more so if a bulk email was being sent / or large files. We'd like to see a professional looking email / message communication being sent, rather than that which reads as an rms.notification . in addition....discussions in rms are all over the place....e.g. as part of separate opportunities / invoices for a client and....its pretty hard trying to remember where you sent a message from....did i send it in the opportunity...or was it when i was discussing their invoice/s? surely a central area for all discussion points for each client can be developed. Please please RMS get this emailing malarky developed further.