Create Entity - Revision history

Sagecrmw at 10:33, 12 February 2020

2020-02-12T10:33:42Z

← Older revision		Revision as of 11:33, 12 February 2020
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	Postal addresses are NOT* parsed from emails (any new person within a company will have the default company address inserted from the CRM data and not from the email)		Postal addresses are NOT* parsed from emails (any new person within a company will have the default company address inserted from the CRM data and not from the email)


			----
			You can change the default entity to be created with the following setting

			NewEntityDefault

			<add key="NewEntityDefault" value="Company"/>

			You might want to do this to make Leads the default

2015-11-14T16:12:18Z

← Older revision		Revision as of 17:12, 14 November 2015
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	*work in progress

	When an email is selected and there is no "match" for it.		When an email is selected and there is no "match" for it.

2015-01-06T11:15:03Z

← Older revision		Revision as of 12:15, 6 January 2015
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	[[File:newcompany3.png]]		[[File:newcompany3.png]]

			Extracts "acmeinc" from Email "alex@acmeinc.com"

	[[File:newcompanyphonemail.png]]		[[File:newcompanyphonemail.png]]

			See [[Phone number parsing]]

	The parsing of the persons name would depend on the "SenderName" property within the email header being set correctly. The company name is taken from the domain part of the email address.		The parsing of the persons name would depend on the "SenderName" property within the email header being set correctly. The company name is taken from the domain part of the email address.

2015-01-06T11:13:37Z

← Older revision		Revision as of 12:13, 6 January 2015
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	It is of the utmost importance for the end user to verify all data before saving to CRM. We do not warrant that the information is correct.		It is of the utmost importance for the end user to verify all data before saving to CRM. We do not warrant that the information is correct.

			Postal addresses are NOT* parsed from emails (any new person within a company will have the default company address inserted from the CRM data and not from the email)

2014-11-19T12:31:06Z

← Older revision		Revision as of 13:31, 19 November 2014
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	[[File:newcompany3.png]]		[[File:newcompany3.png]]

	[[File:~~newcompanyaddr3~~.png]]		[[File:newcompanyphonemail.png]]

	The parsing of the persons name would depend on the "SenderName" property within the email header being set correctly. The company name is taken from the domain part of the email address.		The parsing of the persons name would depend on the "SenderName" property within the email header being set correctly. The company name is taken from the domain part of the email address.

	It is of the utmost importance for the end user to verify all data before saving to CRM. We do not warrant that the information is correct.		It is of the utmost importance for the end user to verify all data before saving to CRM. We do not warrant that the information is correct.

2014-11-19T12:30:16Z

← Older revision		Revision as of 13:30, 19 November 2014
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	*work in progress		*work in progress

	When an email is selected and there is no "match" for it		When an email is selected and there is no "match" for it.

			See [http://accelerator.crmtogether.com/index.php?title=Outlook_Structure link Section Email Matching:] for details

			The system will '''try''' parse the email and populate certain fields. Not all emails contain sufficient or correct data.

			For example if there is no match then the "New Company" screen is displayed.

			Sample email

			Dear Alex,
			We would like to order some stock. Can you call me?
			Regards
			Alex Wright
			Acme Inc
			Email alex@acmeinc.com
			Ph: +353 1 422 8999
			Fax: +353 1 422 8666


			Accelerator would parse this as follows

			[[File:newcompany3.png]]

			[[File:newcompanyaddr3.png]]

			The parsing of the persons name would depend on the "SenderName" property within the email header being set correctly. The company name is taken from the domain part of the email address.

			It is of the utmost importance for the end user to verify all data before saving to CRM. We do not warrant that the information is correct.

2014-11-19T12:19:30Z

← Older revision		Revision as of 13:19, 19 November 2014
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	*work in progress		*work in progress

			When an email is selected and there is no "match" for it

2014-11-19T12:17:52Z

Created page with " *work in progress"

New page

*work in progress