Hello,
We have several Mailboxes which serve as points of entry for email inquires (into Creatio).
I am looking for a way within Creatio to create a "Report" or "Dashboard" which will show the total number of emails Sent & Received by Mailbox for a given date range.
Thus far I am unable to locate an Out of the Box solution. Can this be accomplished via a Custom "Report" or "Dashboard"?
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Hello,
We would like to inform you that with the current functionality, it is possible to display metrics for a single dashboard.
This can be achieved by creating a dashboard based on the Activity object, which contains all emails, and referencing the emailMessageData table. This table contains all emails displayed in the right-hand panel and includes key details such as:
1) The email direction (RoleId column)
2) The mailbox that synchronized the email (MailboxSyncSettings column)
3) A reference link to the related Activity record created for the email (Activity Id column)
Using this information, it is possible to configure a filter that selects emails from the Activity table and refines them based on the mailbox and role values from the emailMessageData table.
Please note that when creating such dashboards for multiple mailboxes, some emails may be counted more than once. This occurs because, if multiple mailboxes are synchronized, the same email may appear twice in the right panel as an incoming email in one mailbox and as an outgoing email in another.