Mail clarification

Mark HHP

Hey guys,

I've read the guide and watched the video but I'm still unsure about one thing.

Do you only need to set the email settings once in the admin user view, as mentioned in video? Or does every consultant need to set up their own incoming settings?

We have an account, let's call it massmail@company.com and that receives a BCC of all of the consultants' mail. How does it split the mail to each user?

I feel like I'm being really stupid here....

Powerm

You have to use System settings to set the main incoming mail server.
Unfortunately there is no multi-accounts options. If you want to have an email to go to a particular account you can set a tag on the subject field when the email is sent ( Subject : Your invoice 123344, TAGXXX ) .
The you can fire-up a process on incoming emails :
FIND Staff WHERE Staff.LoginName=XXX
INSERT IncomingEmail IN Staff.IncomingEmail

Mark HHP

Thanks, man.

I'm a little confused as to how their CRM sample works then. How does it know which email is going where? They've got multiple staff members with in and outgoing mail, and customers who have mail attached to them, how does it split these? Using your method? I know I saw this post a while ago but I can't find it now.

Powerm

On the CRM app the Customer BO has an attribute called "Communications". This is a BO Group and IncomingEmail is a BO of this Group.
if you go to the Rules options you will see a Rule called " RegisterIncomingEmails". See the code there 😉

Mark HHP

You've got the power!(m)

Thanks, man! My deadline for this is...well, 1hr from now. Time to get motoring!

Powerm

Happy to help, it took my hours to find it the first time!

Mark HHP

Hey, so here's another question.

If a mail comes from an undefined source, where does it go?

In my admin view, I have a query that just shows ALL received mail, and they display there but how would I clarify the specific Consultants mail?

I figured if i had a query something like, FIND ReceivedEmail WHERE ReceivedEmail.ToAddress=LoggedInConsultant.EmailAddress then that's step one. But that will show all mail. How can I specify mail that DOESN'T have a Contact or Consultant attached to it?

Powerm

Same,look at CRM app, there is a Query called " Undefined source emails"