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Rules applied to email handling
- When an email is received in the specified mailbox, the email database table is checked for all people associated with the email address.
- If only one person is associated with the email address— even if the email address is used as a private and business type—a communication is created for the person and is associated with the Sage CRM user.
- If an associated person can't be found or if multiple people are associated with the address, the email table is checked for an associated company and a communication is created for the company. This is also associated with the Sage CRM user.
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