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 to process emails

An email is considered processed if either the [Account] or [Contact] is specified and at least one of the connection fields, for example, [Opportunity] or [Contract], is filled in.

Note

Emails in which the [Contact], [Account] and [Case] fields were automatically populated are not processed.

When uploaded, the emails are processed automatically according to the email binding rules. For example, if the subject of the email contains an invoice number, this email will be automatically connected to the corresponding invoice. Read more >>> 

Note

An email is considered processed if the [Needs processing] checkbox on the email page is cleared. The checkbox is selected/cleared automatically.

The emails that were not processed automatically require manual processing. To process an email:

1.Display the unprocessed emails by selecting the [Not processed] filter (Fig. 1).

Fig. 1 Filtering emails

scr_emails_act_uncultivated_email.png 

2.Select the email to process (Fig. 2).

Fig. 2 Selecting an unprocessed email

chapter_emails_connect_existing_2.png 

3.Bind an email to Creatio records. More information about binding emails is available in a separate article.

4.Click the [Mark as processed] button.

As a result, this email will no longer be displayed in the list of unprocessed emails and the [Needs processing] checkbox on its page will be cleared. To view the list of processed emails, select the [Processed] filter in the filter area.

See also

How to upload emails to Creatio

How the fields are populated for downloaded emails

How to set up rules for binding emails to other Creatio objects automatically

How to bind emails to Creatio records manually

How to create a new record in a section based on an email message.

How to set up a personal mailbox

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