Create Entity: Difference between revisions
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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]] | |||
Extracts "acmeinc" from Email "alex@acmeinc.com" | |||
[[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. | |||
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) | |||
---- | |||
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 | |||
Latest revision as of 10:33, 12 February 2020
When an email is selected and there is no "match" for it.
See 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
Extracts "acmeinc" from Email "alex@acmeinc.com"
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.
- 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
