Gmail New

The NEW menu is available on all menu bars in the task pane.

Clicking on an item loads a modal with the fields on it. The context with which something is created is important as this will preset some fields.

Click Save to Save the record and then the UI will show the summary of this record.

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Field Mappings

This is the current field mappings from the email to the NEW screen fields. Setting default values for these fields in Create Scripts will have no effect.

• Company

 comp_name=Name parsed from email address
 comp_website=domain parsed from email address
 Business Email field is set to the from address

• Person

 pers_firstname=fullName (first part)
 pers_lastname=fullName (all bar first part)
 pers_website=domain parsed from email address
 Business Email field is set to the from address

• Opportunity

 oppo_description=subject
 oppo_note=body
 oppo_primarycompanyid=set to the context under which the opportunity was created
 oppo_primarypersonid=set to the context under which the opportunity was created

• Case

 case_description=subject
 case_problemnote=body
 case_primarycompanyid=set to the context under which the opportunity was created
 case_primarypersonid=set to the context under which the opportunity was created

• Lead

 lead_companyname=Name parsed from email address
 lead_companywebsite=domain parsed from email address
 lead_personfirstname=fullName (first part)
 lead_personlastname=fullName (all bar first part)
 lead_description=subject
 lead_details=body
 lead_personemail=from email address

Note: If you do not want a value set you can add in the code

    DefaultValue=" ";

into the "Create Script" of the field.