Archiving emails sent through CRM Script
Hi All,
We often use CRMScript to send emails out of SuperOffice. The formatting flexibilty with the reply templates, and the fact that you can send out links to SuperOffice forms with the custSessionKey included is really useful.
But we are often asked if we can archive the email we have sent via CRMScript against the recipients record in SuperOffice. I certainly do not know of a way of doing this, but does anyone know if is it possible to do this, and if yes, how I would go about doing this?
Many thanks,
Trevor
All Replies (4)
Hi,
You would have to create an msg/eml/somail file of the email that you are sending, and store that as document in CRM. There is some functionallity related to create an email message in the EmailAgent, but that agen't isn't supported in CRMScript.
We solved this in the past by creating a small external REST API where we send a serialized version of the message to, generate a msg version of it (incl. any attachments), and send back the msg content, so that we can store that as a CRM document. You could propably build something like this in CRMScript directly if you put in the effort, but we have learned before that SuperOffice/Outlook is really picky about the format of the MSG file, so we chose to use an external library (MSGKit) for that.
Hi Trevor,
You could also consider on using SuperOffice service requests for this.
I'm using this a lot when sending emails trough CRMScript by creating a request, add message and link request to customer.
I have solved this issue by creating an appointment on the contact (You have everything you need to know like time, date, type etc.), and then set the content from the mail in the appointment. You "only" have to decide which SuperOffice user you will add this to (we use our primary SuperOffice contact for the company)
I know this isn't saved as a document, but the mail/text is easy to find (also appears in search) in SuperOffice CRM.
/Thomas