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Inbound emails
- Inbound emails can be forwarded to the Mail Manager Server Filing Address. When this happens, a new Communication record is created in Sage CRM. Attachments are saved with the communication.
- For emails received by users and then forwarded to the Mail Manager Server Filing Address, this email address must be the only address in the To field.
- The original sender's email address must be the first email address contained in the body of the email that's forwarded to the mailbox. This is because E-mail Management recognizes the first address in the body as the original sender's address. Note: You may need to retype the sender’s email address at the top of the forwarded email to ensure this filing takes place correctly.
Your System Administrator can customize E-mail Management functionality for your specific needs. For example, incoming emails to the support@domain.com could automatically create a Case assigned to the Customer Service team.
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