Jay
(@bluejay77)
Hi @paulieparrot,
You should be able to see all emails sent to Contact by navigating to Email Manager (https://YOURSITEURL/wp-admin/admin.php?page=zerobscrm-emails), found by hovering over your Avatar on the right top CRM admin bar, then selecting CRM Admin > Emails from there:
https://d.pr/i/UQ80qp
You can also view the log of emails delivered by CRM by navigating to Jetpack CRM > CRM Settings > Mail Templates and view recent activity (https://YOURSITEURL/wp-admin/admin.php?page=zbs-email-templates).
I hope that helps! Let us know if you have any other questions.
Hi Jay
Thanks for your response. I have navigated to the page you suggest but I am still unable to perform a search for specific emails.
The problem is all the emails are listed in date order so if I want to try and find an email I sent 2 months ago to a particular contact I have trawl through hundreds of emails sent since.
What I would like to do is run a search based on contact or email heading. Is this possible?
I notice emails sent are tracked on the activity block on the contacts profile page but there is no link to the actual message sent.
Can you advise?
Thanks
Paul
Hi @paulieparrot
Thanks for getting back to us.
I’m afraid there is no search based on contact or email heading yet. However, there is an open enhancement request for this currently under developer review. I have gone ahead and added your request to the report – with enough traction and interest there is a great likelihood of this being offered in a future release.
Please do feel free to check back with us here in the future for a status update. You can also review and vote for all current projects in progress from our Coming Soon page here:
https://jetpackcrm.com/coming-soon/
Best,
Alba
Hi ALba
Thanks for the clarification.
If there is an open enhancement request for this I would also add that being able to click through to emails from the activity box in the customer profile is essential.
Without this I cant see any benefit in emailing customers directly from the CRM. I don’t necessarily need to see their response but I do need to easily see what’s been sent over to them over time.
In the meantime, as a work around I will BCC myself in to any messages sent from the CRM and see if I can track them on gmail.
Jay
(@bluejay77)
Hi @paulieparrot,
Thank you for your feedback. I have added your additional feedback to our internal issue tracker.
In the meantime, as a work around I will BCC myself in to any messages sent from the CRM and see if I can track them on gmail.
That sounds like a plan.
Let us know if you run into any other issues! You can open a new thread if the issue is unrelated to this one. Thanks!
