Incoming emails via gmail function are very diffcult to use

Posted by Rollbase User on 14-Jul-2011 20:00

Incoming Emails - Is there a way to edit the view that shows incoming emails? (GMAIL) Currently you can not see enough info to determine what to do with the incoming email. You should at least be able to see if you have already attached that email as correspondence or not to a record. Also, can you add the correspondence (addition) button to the view of the email list as opposed to having to click on the email and then click on the button? And, when you click on the correspondence button it takes you about 7 or 8 clicks just to get it to find the record you want. Can't that box at least default to the correct object (in our case customer)? It would take away several steps/clicks. Seems like attaching an email to a record is very useful,m but could be done much easier than it is now.

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Posted by Admin on 14-Jul-2011 21:01

Because Rollbase access users' gmail accounts through Google API it takes significant time to bring detailed info about list of email messages. Because of that we've selected current model - simple list with drill-down option. I afraid this will not change due to technology limitations.

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