Hello Friends,
We are on CRM7.0 .
1. Customer can call the CIC and request IC agent for some change in his personal data ( Account details- first name , last name etc) or address data( telephone numbers changed, address changed due to reloaction etc)
2. Now we already have made developments as when IC AGENT is changing any data related to account details or account address, an email is sent to the customer saying you have requested so and so changes and its pending for approval.
3. We also have developments in place as when the concerned officer has approved the changes, an email is sent to the customer saying so and so changes are approved and updated with us.
4. Now, the requirement is, whenever this email is getting sent( request email as well as approval email) , we would also like to have it as an attachment to the account so that we can keep track as when and what mail was sent and what changes where incorporated for a particulat customer
The option to me is either attach this email to the account or attach it to the interaction record.
Can anyone please guide me on
1. Is it possible to track that email and set it as an attachment ?
2. We know that in Campaign, we have quessionair documents that get autoattached to the email's sent to target group in a campain-say for product proposal...or in some senarioes, these quessionairs are autoattached to the oppotunities when Sales Rep make the customer visit, they get these quessionairs filled. I am not functional and i dont know what backend configurations are done for it, I am a technical person. I would like to know, that is there any backend transaction or configuration seeting by which i can have emails sent to a customer get auto-attached to the interaction record or account ?
Waiting for replies.
Thanks & Regards,
Suchita