Primary entity for a email

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  • partomas
    Active Community Member
    • Sep 2018
    • 331

    Primary entity for a email

    It would be good to have assign the primary entity for e-mail. in such case the system would know to whom assign incoming e-mails relations if it first time income. Now it assign random Accounts or Contacts if it has the same email in it.

    If it's unique account/contact there are no issues, but I need a solution to manage situations when we have to leave same email per few accounts/contacts ("support@" as example for few tech supporters-contact or "info@" for several branches-account). Ideal solution is to assign one contact/account as primary.
  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    I could not understand. From the next version email it's possible to have a custom parent finder for imported emails https://github.com/espocrm/espocrm/b...rentFinder.php.
    Last edited by yuri; 11-25-2022, 07:26 AM.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • partomas
      Active Community Member
      • Sep 2018
      • 331

      #3
      yuri to reproduce situation please try to create 10 Accounts and 5 contacts with the same email adress. Than send mail to CRM’s Account from that email and try to guess to wich exact entity The incomming email will be asigned.

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      • yuri
        Member
        • Mar 2014
        • 8440

        #4
        It's not clear the solution you suggested.
        If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

        Comment


        • partomas
          partomas commented
          Editing a comment
          My suggestion is to show all related entities at #Admin/emailAddresses and add option to set one of them as primary. In this case the first time incoming mails could be assigned to that entity by default.
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