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#55 - assign cold contacts to "group account"

Closed Bug? created by ecu-espana Verified Purchase 6 years ago

my issue is half a bug and half a logical question...
Logical Issue: My plan is, that "inbound communication" is merged to records or assigned it as "cold inbound" to a group (CE 6.5.9 with SecuritiySuite).

Logic-Question 1: can i asign "inboundtraffic" to a group (and asign it afterwards manualy to the first staffmember that work with it) or does it have to be always at the fist moment a real user?
Logic-Question 2: is it possible to have a group-task, that is displayed at every groupmember until somebody proceed it?
Logic-Question 3: "if assign to group" is not working is assigning to a "Ghostgroupuser" an option and again, is there a way to asign tasks to more than one user (concept "who fix first")?

Bug/understanding-Question 1: it is said that the premiumversion permit "group-inbound-mailaccounts". i setup a groupinbound adress and asign the account to a group (as welel as the user to the group). I am just able to see the mailaccount, but i am not able to see the mails or proceed them. What can be the problem?

  1. ecu-espana member avatar

    ecu-espana Verified Purchase

    6 years ago

    here a small screenshot : http://screencast.com/t/37pc6LzH

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      6 years ago

      For the group inbound, make sure that you have your Scheduler running so that the emails get pulled into SugarCRM. If a Scheduler isn't running you will see 0 messages in the inbox. Also, for group inbound accounts make sure to check the "Inbound email account" option under Security Suite Settings.

      When it comes to custom logic I recommend creating logic hooks to support your custom needs.

      1. Not sure on the real user part. If you create the group box under Admin->Inbound Email->New Group Mail Account you shouldn't have to assign it to a user. Once you assign it to a group users can optionally add that account under Email->Settings

      2. Depending on your setup you may be best off to add an after_save logic hook and assign all groups to the new task in the specific situation. Then once assigned, remove all the groups, if required.

      3. I'd suggest adding multiple User relate fields. I am tossing around the idea of supporting multiple assigned to users, but have held off for years because SugarCRM is not well suited to that idea. If there is enough support for it I may just do it and deal with the 100s of custom touch points that I'll need to manage.

  2. ecu-espana member avatar

    ecu-espana Verified Purchase

    6 years ago

    thx for the response, the hook is runing fine - good suggestion! thx
    i figured out that the inboundaccount is not working, because (logged in as an admin) the configurations cannot be saved (always jumps to adminscreen) http://screencast.com/t/eYKdMDitaEq > suggestion what might be the reason?

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      6 years ago

      Do you have the correct user/password/etc in the inbound account? Does the test work when testing the settings?

  3. ecu-espana member avatar

    ecu-espana Verified Purchase

    6 years ago

    yes mailacount works (the account i want to setup as a groupaccount is until now assigned to a singleuser and works fine ...). The problem seems to be a problem of rightsmanagement as i can not save any modifcation in the config-panel... might that cause the invisibility of the groupaccount?

    • eggsurplus member avatar

      eggsurplus Provider Affiliate

      6 years ago

      Yes, that would cause the problem. The config panel saves to config.php. So make sure that the proper permissions are set on that file in the root SugarCRM directory so that it can write to it.

  4. eggsurplus member avatar

    eggsurplus Provider Affiliate

    5 years ago

    Closing as it looks like everything has been resolved. Feel free to comment if you need any additional help here.

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