Save received emails to record
I was in chat with support and found out that I cannot do something I'd like to do. I asked if there was a feature request page, but they said just to post here, so here I go...
We have CRM setup with IMAP email accounts and I would like all conversations to permanently stay with the record. Emails sent from CRM stay with the record and replies come in through IMAP and if the user cleans their inbox and deletes the message, it also disappears from the record as it is only a link.
I would like to be able to keep full conversations in records, so having an option to save an IMAP message to the record would be good. A simple save to CRM button that saves to record would do.
The support agent recommended POP, but our users like multiple devices and their current email clients, plus I was told if I reset a POP password all the history would be lost. I was told there was a backup option, but this is manual and impractical as it would be a bulk restore.
Anyway, a simple save to CRM record would be good.