I don't see the email subpanel on Contacts. Is this not available in the mobile app?
I don't see the email subpanel on Contacts. Is this not available in the mobile app?
Hi John,
It is not yet but it is on the roadmap. Is there something specific you are looking for that we might want to make sure we do?
Thanks
Update: April, 2017: The Email module is on the roadmap to follow a release that will have an updated email module. There are certain things that are required for us to support email properly so it needs to be in a new release.
Thanks for the response, Joe Mao. Nothing specific at this point. It was a request from a customer to be able to see the emails related to an account.
Thanks for the response, Joe Mao. Nothing specific at this point. It was a request from a customer to be able to see the emails related to an account.
Where else could we be noting customer email interactions? If emails aren't available in the mobile app, then we can't get an accurate overview of current customer history in the mobile app, and have to revert to the deskktop version. It seems that copying and pasting an email into a CALL seems to be the only solution.
Hi Joe,
Yes specifically we want to be able to see the email history that has been logged to the Account/Contact/Lead. Ok apologies for being a little snotty, but... yes, basically we would need the whole module so we can see 1) the history of emails and 2) the content of those emails--same functionality as with the desktop. As previous commenter said, it's frustrating that this important information is only available on desktop.