Hello,
I did configuration for automatically case creation from inbound email. And it seems ok if Contact record (Email addr) already exists in CRM.
But when Contact record (email addr) is not present in CRM, then AOP settings is not working well and we obligated to create new contact and link it to corresponding case before starting working under new case.
I’m tried to create new contact from different ways:
a) Case>History Sub-panel>Email View> Contacts sub-panel > Create new record
b) Home Page> Email Dashlet> Quick Create drop down > Contacts
In all this workflows was opened “Detailed Create” view for Contact creation and Last Name, First Name and Email wasn’t auto populated
c) Email Page > Select Need email > Quik Create Button > Contact
This is one working way to auto populate fields but “Email Page” is not stable and new incoming emails can be not shown. This works because “Quick Create” view was opened.
I’m found article from sugarcrm about Modifying Subpanel Action Buttons - how to add quik create buttons.
But i don’t know correct way to the file where i need do this code manipulations. Con you please specify the path to system files for this a) and b) examples
q1: Do you have solution for auto creation Contact record from inbound email if this email addr is not existing in CRM system?