I want that when accounts write to sales@mycompany.com , the message goes into a queue of objects I can assign to sales user
if the sender email is in suitecrm already, relate to account automatically
I want my sales user to use only suitecrm interface to email accounts (to keep all info one the suiterm app)
I want the email communication account/sales user on the same subject to be threaded but always have a shared view of new/old email (like in a ticketing system)
Is this possible with suitecrm group mail account?
2 - Set up the incoming email address for emails to come into SuiteCRM inside AOP
3 - Edit the email templates inside AOP
Once all set up
The CRM creates a Case record when an email comes in
This case records links to a User, Account & Contact (if inside the CRM)
Auto emails can be sent to alert the user / confirm to the contact
Case records have an “Update thread” that allows users to see all emails that have come in and also add comments, each comment added by a user sends an email to the Contacts linked to the Case record
Users can tick “Internal Update” to prevent an email being sent to contacts
SuiteCRM assigns a Case No. that identifies the case for incoming emails, If the email subject has [CASE No.555] it will add the email to the updates thread
Using the Cases State /Status dropdowns you are able to create a custom ticketing system process