Rules Applied to E-mail Handling

1. When an e-mail is received in the specified mailbox, the e-mail database table is checked for all the people associated with the e-mail address.
2. If only one person is associated with that e-mail address— even if the e-mail address is used as a private and business type—a communication is created for that person, which is also associated with the CRM user.
3. If an associated person cannot be found or if multiple people are associated with the address, the e-mail table is checked for an associated company and a communication is created for that company. This is also associated with the CRM user.