Viewing Email Activity

[linxdev]

The one problem we had with ACT! was that it was so difficult to see what our sales reps were doing at any time. By going to Sugar we have SQL access and can write report using Perl, Crystal, etc and pretty much find out anything we need to know.

What I've been doing tonight is seeing what is available to our users from the web interface to see current activity.

When I click on Activities I see a 'Call List'. when I click on Notes I see list of Notes. All our reps are required to enter email activity in Sugar and I've imported all email History from ACT! into Sugar. When I click on Emails I obviously go to the Email interface. what I want to do is see Email history. Can someone tell me where to find that?

Chris

[Angel]

If you've linked it to a contact, you should be able to see it on the History section of a contact.

If not, click Archived on the E-mail module menu and that should allow you access to it. Of course, that assumes you've imported it as Archived.

If it is not in either place, you'll need to provide more details regarding how you imported the e-mail.

[sugarcane]

For a list of all email records that appear under the History subpanels, go to the Emails module, and from the Shortcuts menu, click 'All Emails'.