How to enrich contact profile from the case page
Bpm’online enables you to enrich contact data directly from the email chain on the case page. Use data enrichment on the case page to:
•populate the contact record with new data found in the email signature
•add a new email address to the contact page
•create a new contact based on the email and nickname of the applicant and specify it as a contact for the case.
Attention
Adding a new email address to the contact’s page and creating a new contact from the email chain is only available if automatic contact registration for unknown email addresses is disabled. Use the [Automatically create new contacts for unknown email addresses] system setting to manage the way bpm’online handles unknown email addresses.
Existing contact profile enrichment
The 
button will appear in the email chain on the case page If bpm’online detects new data in the email signature (Fig. 1). The process is similar to the email data enrichment on the communication panel.
Fig. 1 How to enrich contact profile from the case page
Adding a new email address for an existing contact
If the case was registered based on an unknown email address of an existing contact, you can easily add the new address to the contact’s page directly from the case page. Click the [Connect to an existing contact] button and specify the contact to enrich (Fig. 2).
Fig. 2 Adding an email address for an existing contact
Upon adding a new email address to the contact’s communication options, the email will be displayed on the [Email] detail on the contact’s page. Bpm’online will prompt you to select the contact as the main contact in the case.
Creating a new contact
If the case was created based on an email from an unknown contact, you can also create a new contact from the case page. Adding a new contact that way is similar to adding a contact from an email on the communication panel (Fig. 3). Creating a new contact only requires the name and the email address of the case contact, specified in the “From” field in the email (e.g., John Best, <john.best@gmail.com>).
Fig. 3 Creating a contact from an email on the case page
The email used to create a contact will be displayed on the [Email] detail on the contact’s page. Bpm’online will prompt you to select the contact as the main contact in the case.
See also
