Product Description
Nowadays, email databases are considered one of the most valuable assets for any business. However, when the size of an email list increases, it becomes challenging for users to find their desired customers’ emails. It’s just like finding a needle in the haystack when there are thousands of emails related to customers.
Real-life Scenario: Suppose, you are in a business where you need to handle tons of email invoices from customers. And someday, you require information like the purchase history of a particular customer. Then in a normal case, you’ll go through all emails in your inbox and then the CRM database, which is obviously more time-consuming. But if you have access to the SuiteCRM Smart Email Search extension then it’s just a matter of seconds. Simply, enter the invoice number/ID and get the required information instantly in real-time.
Features of SuiteCRM Email Search Extension
We have developed an extension that will surely help you in fixing this problem. Here, we are talking about SuiteCRM Smart Email Researcher. It is capable of scanning the entire email records in your SuiteCRM and presenting you with the desired email in a real instant. To learn more about the add-on, check out the features list mentioned below.
- Instantly searches all the emails that are sent and received through the SuiteCRM and get desired results in no time.
- This plugin will let the user perform searches based on the email Subject, Body, TO, FROM, and CC email addresses. You can even search using BCC email addresses but it’s only applicable for those emails that are sent from the SuiteCRM.
- The email search will work perfectly fine regardless of the module from where the emails are sent or received.
- In the detailed view of email, the smart email researcher plugin will let you know about the related customer linked to that email. You will know if the email is related to Leads, Accounts, or any other record.
- The user will be able to save a lot of time as well because they don’t need to manually look over the entire email database.
- You can also change the position of the search bar as per your existing SuiteCRM layout. There are some predefined places like center-top, bottom, right, and left.
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Annie Brown
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Absolutely impressed with the service! The flexible payment options made everything so convenient, and the 24×7 support was a lifesaver!
Question? Look here.
In which SuiteCRM Module the Smart Email Researcher plugin works?
The SuiteCRM Smart Email Researcher plugin compatible with all SuiteCRM modules and if the email is sent or received in a module then our plugin can easily search it.
What email fields does Smart Email Researcher is capable of scanning?
It can scan and search in almost every email field which includes “To”, “CC”, “From”, “Subject”, “Body” and “BCC” (for sent emails only).
What are the other functionalities of the SuiteCRM Smart Email Researcher plugin?
Another amazing feature is that the plugin will let you know about the customer to whom the email is sent or received. Also, you will be able to see from which SuiteCRM Module they belong i.e. Leads, Contacts, Accounts, etc.