Contact profile enrichment from the incoming email
The incoming emails are checked for enrichment data upon downloading. Creatio analyzes the data in individual emails and email threads (enriching profile data of all thread participants). The signatures of incoming email messages are compared with the contact records in the system. If enrichment data are found, the 
button appears next to the message header in the email message area of the communication panel.
To enrich a contact profile:
1.Click the 
button.
2.A menu with a list of all contacts to create or update records will be displayed. Select the [Enrich “contact name”] action (Fig. 1)
Fig. 1 Enrichment of contacts from the incoming email
3.In the opened window, select the data you want to add to the contact page from the email messages found in the signature (Fig. 2).
Note
If the message is included in an email thread, the contact enrichment window will contain information on both the current contact and any other contacts identified in the thread, such as contacts from a forwarded message. Check the list of enrichment data before adding them to the system.
4.Save the new data.
Note
The contact data for enrichment, that were not selected by the user will be remembered by the system and will not be offered for this contact anymore.
As a result, the information found in the emails will be added to the contact page and updated in all correspondence for the previous 7 days. The new data will also be reflected on the profile data complete indicator.
See also
•How to enrich contact profile from the contact page
•How to add a new contact from an email
