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 set up rules for binding emails to other Creatio objects automatically
