How to file selected incoming and outgoing e-mails under the correct contacts?

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  • rogoc
    Junior Member
    • Aug 2024
    • 4

    #1

    How to file selected incoming and outgoing e-mails under the correct contacts?

    Trialing again EspoCRM.

    I want to achieve something very basic: File selected incoming and outgoing e-mails (around 100 per day on average) from a handful of MS Exchange and IMAP mailboxes under the correct contacts.

    The obvious method is to forward these incoming e-mails and BCC these outgoing e-mails to the Group e-mail address. However, e-mails be so forwarded/BCC'ed do not parse the true sender/recipient correctly but instead parse the sender/recipient of the forward/BCC.

    Is there a configuration setting I'm missing? How is this very basic task otherwise accomplished?
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