Managing the 'Emails'

Running a business smoothly is all about ensuring clear communication between all parties involved. Interacting with team members, clients, and other business stake-owners through E-mail, is one such key form of communication.

R2CRM allows to Send/ Receive E-mails from within the application itself. The E-mail button supports the following features.

• Sending and retrieving of e-mails is supported in the application.

• Sending e-mails form one participant to the other is available.

• Receiving e-mails from the participants is available.

• You can view the e-mails in CRM only when you are one of the participant or part of the To/CC address in the e-mails.

• Reply / Reply All/ Forward option is available.

 The Interface lists all the E-mail that have been sent by you, replied to you, or replied by any of the other people tagged in the Opportunity.

Also, it allows you to respond to any E-mail, by clicking on it. This will open the E-mail Drafting dialog.

Though, by default, the e-mail feature is disabled, you can always enable the button by simply logging into Office 365 using an outlook account or Gmail account from CRM to access the e-mails.

The interface allows to Send/ Receive E-mails ONLY To/From to people tagged to the Opportunity.

The system has been designed so as to automatically pull only specific E-mails from your synced Gmail/ Outlook account and make them accessible from within R2CRM.

Any E-mails sent to from the external environment of Gmail/ Outlook will not appear inside R2CRM. Also, unless manually added, an E-mail cannot be sent to any party outside of the tagged user list.

 

However, initially the Email button is disabled, if you have not done the Account Configuration.

This can be done for either Gmail (Google Login) or Outlook (Microsoft 365 Login).

You can either use ONLY one of the account (Gmail or Outlook)  at a time.

The Gmail or Outlook account used above, must be tagged to your R2 Employee Profile.

To do so, Go to R2 > Maintenance > Employee > Employee Edit > E-mail.

Once you have synced your account, the 'E-mail' button is now enabled, and you are ready to Send/Respond to the E-mail