Email Matching

From Accelerator for SageCRM

Accelerator establishes context in the following fashion

1. Tag (if applied) see

2. Precise Email Address (person match)

3. Email Domain* (company match where a person record was not found)

The system tries matching on the company email address - If a match is found this is returned

4. Lead (where a company record is not found)

5. If no matches are found in in Person, Company or Lead

then the system searches for a person record with the domain* and returns the company(ies) that a linked to the person(s) found.

  • There is a setting called "companyfullmatch" that, when set to Y, the domain searches are not used.