Sales Creatio, team edition
PDF
This documentation is valid for Creatio version 7.12.0. We recommend using the newest version of Creatio documentation.

How the fields are populated for downloaded emails

Each time an email is downloaded, bpm’online automatically performs initial email processing.

1.The [From] field value is associated with the communication options of contacts and accounts registered in the system. If the match is found, the [Account] and [Contact] fields on the email page will be automatically filled in.

2.If no match is found, the system analyzes the values in the [To], [Cc] and [Bcc] fields. Then, if the match is found, the [Account] and [Contact] fields on the email page will be automatically filled in.

Note

When matching the [To], [CC] and [BCC] fields with contact communication options, any contacts connected with bpm’online user records will be ignored.

3.Bpm’online also verifies the rules for binding emails to other bpm’online objects. For example, if the email subject contains an invoice number, the email will be automatically bound to the corresponding bpm’online invoice. Read more >>> 

The emails uploaded to bpm’online will be populated as follows:

Bpm’online field name

Email message field name

From

Values of the corresponding email fields.

To

Cc

Subject

Body

Message body.

Start date

Date and time when the email was created in the mailbox.

Due

Author

User that received this email message.

Owner

Status

The “Completed” value.

Priority

It is populated depending on the email importance, for example, “Average”, “High”, or “Low”.

Email status

The “Sent” value.

See also

How to process emails

How to set up rules for binding emails to other bpm’online objects automatically

How to set up a personal mailbox

Did you find this information useful?

How can we improve it?