Question about creating cases from email

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  • PavelZ
    Member
    • Jan 2023
    • 49

    #1

    Question about creating cases from email


    Hi,

    I currently have Email Account → Create Case from Email enabled. This means that when someone sends an email and our address appears in To, CC, or BCC, a case is created automatically.

    I would like to ask if it is possible to change this behavior.

    Is there a way to set a filter or rule so that a case is created only when our email address is in the “To” field? If the address appears only in CC or BCC, the case should not be created.

    Thank you in advance for your help.
  • rabii
    Active Community Member
    • Jun 2016
    • 1388

    #2
    you can achieve that using https://docs.espocrm.com/administrat...e-save-script/

    just need to check the to and check that parent is case and block creation
    Rabii
    EspoCRM Custom Development

    🔗 Portfolio & Builds

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