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Thread: Emails : create rules and more

  1. #1
    olocatelli is offline Junior Member
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    Dec 2009
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    Default Emails : create rules and more

    Hello there,

    I've finally succeed in setting the automation of case creation when receiving mails, but I've now two questions:

    1) I saw on documentation this screenshot:

    But I haven't the Rules tab (SugarCRM CE 5.2), did I forgot something in the configuration ?

    2) Is there a way to create something else than case (like case or leads) when creating group folder ?

    Thanks by advance.

    Regards

  2. #2
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: Emails : create rules and more

    I think you can ignore rules ... it's a pro/ent tab and not available in CE

  3. #3
    salesagility's Avatar
    salesagility is offline Sugar Community Member
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    Default Re: Emails : create rules and more

    And for creating Leads ... the simplest way to do this is through a webform ... you cannot do it from an email without the intervention of a third party application like an outlook/thunderbird plugin that enables you to create a sugarcrm lead from an email

    to create a webform goto campaign>create lead form

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