when receiving a new email can it auto create contact

Discussion of the "Mail" module
Post Reply
twgerber
Posts: 13
Joined: Sat Jun 16, 2018 11:49 am

when receiving a new email can it auto create contact

Post by twgerber » Wed Jun 20, 2018 5:14 pm

If it's a new email address can the contact be automatically created as an external user?

Kate
Posts: 211
Joined: Mon Feb 09, 2015 11:17 am

Re: when receiving a new email can it auto create contact

Post by Kate » Mon Jun 25, 2018 9:39 am

Hello,

You can create a new contact for your CRM database directly from ONLYOFFICE Mail module:

1) Open the email message and do the right click on the field with details "From", "To", "Date".
2) In the drop-down list choose one of two options, which fits your needs: "Create new CRM person" or "Create new CRM company".

Please, take a look at the screenshot attached to this message.

There is no feature to create an external portal user automatically from received email message. If you want to register a new user on your portal, please, use this guide.
Attachments
Create new CRM contact.jpg
Create new CRM contact.jpg (120.39 KiB) Viewed 653 times

Post Reply