... for help since the help desk, unfortunately, has not been helpful. After numerous messages back and fourth, sharing screen shots over and over again (sometimes the same ones), waiting days for a response....I hope someone else has resolved this issue
Email integration in the CRM
To track emails in the CRM, as I see the following 4 options:
1) You can manually log an email but, this will only make an entry in the History section and not track in any "activity" or show in the nice reports ...
Author: Sieva Savko. Is it possible to include my email signature while sending the generated invoice to the client? It feels empty and somewhat rude without it, and it's quite annoying to add it manually each time.
Author: Richard Duff. I am using send and saving with an email address for the CRM so that emails are arriving in the CRM against the lead / contact /deal
This is working but I am struggly to read the emails as the formatting has completely gone from the email and all that is left is a string of words, This ...
Author: Dylan van Vliet. Hello,
Cause I cant use my own Domain to manage my emails inside Bitrix24 AND my current mail client (Apple Mail). I need to know if I could manage my emails inside the iOS or Android app from Bitrix?
Автор: Krupa Paulson. Dear all,
We are a small NGO located in Bangalore India, and are in the process of implementing Bitrix for database management - both client and donor. We chose Birtix24 over Salesforce and Insightly since it is feature rich, at the same time not bound to Google or way less complicated than Salesforce.
My question is, is there a way I can automatically send mails tto donors on their birthday/anniversaries? If not, when I pick donors from contact list, is it possible to ins...
Автор: Richard Duff. I have integrated email ok and set up a gmail account for the CRM so sent emails get tagged into the CRM and saved with the contact or deal - I have also seen replies come back ok although a couple definately got lost - they appear in gmail with the tag but not in the ...