{"id":12540,"date":"2016-03-30T08:47:16","date_gmt":"2016-03-30T08:47:16","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12540"},"modified":"2016-03-30T08:47:16","modified_gmt":"2016-03-30T08:47:16","slug":"provision-to-filter-emails-only-in-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/provision-to-filter-emails-only-in-crm\/","title":{"rendered":"Provision to filter Emails Only in CRM"},"content":{"rendered":"

Recently, we came across a unique requirement where customer wanted to filter Email In and Email Out communications in single click. By looking at the standard screen we can only filter Appointments and Tasks but how to filter all Emails was a challenge.<\/p>\n

New Stuff:\u00a0\u00a0<\/strong><\/span><\/em>Hide Interactive Dashboard Panel for Non Admin User<\/a><\/span><\/p>\n

By adding the new translation entry for Emails Only
\n1. Go to Administration | Customization | Translations<\/strong>.
\n2. Click on New<\/strong> button. This will open new translation page.
\n3. Add the respective information as shown in below screenshot.
\n\"Email2\"<\/a>
\n4. Click on Save<\/strong> button.
\n5. Do Metadata Refresh<\/strong> in CRM. For this, Go to Administration | System |Metadata Refresh<\/strong> button.
\n6. Click on \u201cRefresh All\u201d<\/strong> checkbox then click on \u201cExecute Refresh\u201d<\/strong> button.
\n7. Log into CRM.
\nNow go the communication search page to filter the emails with the help of newly added option as shown in below screenshot.
\n\"Img2\"<\/a>
\nAlso Read: <\/em><\/strong><\/span>
\n1.<\/strong> How to avoid filing of Junk emails in Sage CRM<\/a>
\n2.<\/strong> Processing Inbound Emails using Rule-sets<\/a>
\n3.<\/strong> SMTP details for Custom Emails from COM API<\/a>
\n4.<\/strong> Disallow sending emails using outlook<\/a>
\n5.<\/strong> Outlook integration \u2013 Limit on number of emails that can be filed<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Recently, we came across a unique requirement where customer wanted to filter Email In and Email Out communications in single click. By looking at the standard screen we can only filter Appointments and Tasks but how to filter all Emails was a challenge. New Stuff:\u00a0\u00a0Hide Interactive Dashboard Panel for Non Admin User By adding the\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[70,131,219,332,1],"tags":[715,1061,1153,1154,2561],"class_list":["post-12540","post","type-post","status-publish","format-standard","hentry","category-communication","category-email","category-list","category-sage-crm","category-uncategorized","tag-communications","tag-emails-only","tag-filter-emails","tag-filter-emails-in-crm","tag-view-only-emails"],"yoast_head":"\nProvision to filter Emails Only in CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/30\/provision-to-filter-emails-only-in-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Provision to filter Emails Only in CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Recently, we came across a unique requirement where customer wanted to filter Email In and Email Out communications in single click. 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