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Forwarding message in SprinxCRM online

Activity type Forward message serves for reporting a phone call, when the recepient isn't avalaible. There will appear a record about the Phone call in his Calendar and email Inbox.

 

There is a little difference in the case of SprinxCRM online - this version is for free and you can't change email adresses of Users. So the record appears only in user's Calendar. To forward message corectly to someone make sure, you change the default set user CRM Admin to XXX_User1-5.

 

If you don't choose any user but CRM Admin, the record can't be seen in user's Calendar till someone searches for it. See the screenshot.

 

 

Article ID: 100, Created On: 1/6/2012, Modified: 1/6/2012