Hi.
I am new to Creatio so am still finding my way around. But I'd like to know if there are notifications for any new emails that come in . Like there are for opportunities and projects. I'd like to manage my emails for my customers in creatio if possible.
Thanks
Imo
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Hello,
You can see notifications about new emails in your communication panel on the Email tab.
Classic UI:
Freedom UI:
You can find more information in this article:
Check notifications and process tasks
Best regards,
Antonii.
Hello,
You can see notifications about new emails in your communication panel on the Email tab.
Classic UI:
Freedom UI:
You can find more information in this article:
Check notifications and process tasks
Best regards,
Antonii.
Hi. The problem is I have nothing showing up there. Even though the emails have come in and show up on the left.
Imogene Caithness,
That email panel shows either incomming or outgoing, and also processed or not processed (if the "Process email" button was clicked). If you look at the top, it's currently set for showing "incoming" and Not processed. If you're still not seeing emails that have been received, could it be that the mailbox was added under a different Creatio user account?
Imogene Caithness,
Firstly, you need to set up the mailbox.
You can find instructions on how to do this in these articles:
- Mailbox setup
- Set up a personal mailbox