Inbound emails
- Inbound emails can be forwarded to the Mail Manager Server Filing Address. When this happens, a new Communication record is created in Sage CRM. Attachments are saved with the communication.
- For emails received by users and then forwarded to the Mail Manager Server Filing Address, this email address must be the only address in the To field.
- The original sender's email address must be the first email address contained in the body of the email that's forwarded to the mailbox. This is because E-mail Management recognizes the first address in the body as the original sender's address.
You may need to retype the sender’s email address at the top of the forwarded email to ensure this filing takes place correctly.
Your system administrator can customize E-mail Management functionality for your specific needs. For example, incoming emails to the support@domain.com could automatically create a Case assigned to the Customer Service team.