Hi

Our Legal team when taking a prospect to court or going to court to defend our company needs to justify of the whole history of interactions that we had with a given contact.

For that purpose they need to be able to extract all activities in the timeline of a lead/ opportunity/ account/ contact with the following info:

• who did what?
• when and at what time?
• what is the what?

Therefore for immediate purposes we need a way to extract the following info from CIJ emails sent in a pdf format:

• sent from email address
• sent to email address (even better if we have the contact name)
• date and time of send
• email copy / template and dynamic data

Currently we are unable to do so. Which is blocking any legal escalation at our end for non compliant businesses (and we are a business whose business is fully based on compliance to legislation) and preventing us from generating a LOT of revenue + costing $ as we can't submit the right documentation in court cases.

We were told to use PayFabric and Power BI but :

1. Power BI character limit – does not cater for the length of our emails
2. Power BI – dynamic data would not be populated in the email extracted
3. PayFabric – too costly

Is there anything else that we could possibly do?

Thanks