Financial Services Creatio, customer journey edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How the fields are populated for downloaded emails

Each time an email is downloaded, Creatio 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 Creatio user records will be ignored.

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

The emails uploaded to Creatio will be populated as follows:

Creatio 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 Creatio objects automatically

How to set up a personal mailbox

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