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Thread: automated email linking

  1. #1
    jbarrio is offline Junior Member
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    Oct 2007
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    3

    Default automated email linking

    How do i have an email automatically become attached to a contact? I want an incoming email to be automatically related/connected to the contact with that email. Is this possible?
    Thanks

  2. #2
    ronaldo is offline Senior Member
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    Feb 2009
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    Brasil
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    Thumbs up Re: automated email linking

    Quote Originally Posted by jbarrio View Post
    How do i have an email automatically become attached to a contact? I want an incoming email to be automatically related/connected to the contact with that email. Is this possible?
    Thanks
    If you have a Contact registred in your SugarCRM with a mail account. When this contact send an email to Sugar user, this message automatically will be related with this contact.

    Example:
    You have a contact: "Contact Test" with mail account "test@test.com";
    You have a user: "User Test" wih mail account "user@user.com";
    The contact send an email to the user;
    The User receive this message in the SugarCRM mail client;
    This message will be related with this contact and will appears on the History subpanel.
    Ronaldo Rodrigues
    Lampada Global Services
    Phone: 55 11 3237-3110
    Email: rodrigues@lampadaglobal.com
    Conheça nosso site: www.lampadaglobal.com

  3. #3
    gdurham is offline Senior Member
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    Mar 2009
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    43

    Default Re: automated email linking

    In order for this to happen doesn't the email address need to be assigned to a group and the appropriate cron jobs need to be running?

    Thanks,
    Greg

  4. #4
    sgandhi is offline Sugar Team Member
    Join Date
    Aug 2007
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    217

    Default Re: automated email linking

    You can do this through cron job or you can import selected emails. The key is that email SHOULD be imported to sugar either via cron or manual import.

    -Samir

  5. #5
    rudy102 is offline Sugar Community Member
    Join Date
    Mar 2009
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    23

    Default Re: automated email linking

    Quote Originally Posted by ronaldo View Post
    If you have a Contact registred in your SugarCRM with a mail account. When this contact send an email to Sugar user, this message automatically will be related with this contact.

    Example:
    You have a contact: "Contact Test" with mail account "test@test.com";
    You have a user: "User Test" wih mail account "user@user.com";
    The contact send an email to the user;
    The User receive this message in the SugarCRM mail client;
    This message will be related with this contact and will appears on the History subpanel.
    It is really automatically?
    I must cklik 'Import to SugarCRM" in the SugarCRM mail client;
    Is eny setting to set this auttoamtically?

  6. #6
    sgandhi is offline Sugar Team Member
    Join Date
    Aug 2007
    Posts
    217

    Default Re: automated email linking

    Hi,
    Llok at this blog post.

    http://developers.sugarcrm.com/wordp...mail-in-sugar/

    If you create a group mail box attached with group folder, then it will auto import all the messages.

    -Samir

  7. #7
    rudy102 is offline Sugar Community Member
    Join Date
    Mar 2009
    Posts
    23

    Default Re: automated email linking

    Thank You.

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