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