Hi everyone,
I would appreciate your help on the following subject.
I have configured a “group email account”.
I have checked “Import Emails Automatically”.
I can see the emails but they are not flagged as imported and as consequence, they are not visible/associated on the history tab of account/contact.
I would like to make emails visible on the history tab of account/contact.
How do I do this?
Thank in advance
Alex
In SuiteCRM if you want to import emails to account/contact then you have to select emails records from the emails module and choose “Import” option from the bulk action.
Once you click on “Import” option it will open “Import into SuiteCRM’ Popup window. Now you can select a related module for importing emails and save.
After Importing Emails you can see the emails in the selected related module history tab
Although everything that @jessica1 wrote is correct, I would just add that there is some existing automated logic to relate emails when auto-importing in “Case creation from email” feature.
It checks if the sender email address belongs to an account (a single account) and if it does, it relates the new case to that account.
If the email doesn’t belong to an account, it also checks if the address belongs to a Contact, and relates the new case to the contact, and also to the account that that contact belongs to.
These things are sensitive to the number of records found when searching the email. If there is one, it will be used, but if two are found, it won’t create any relationships, since it has no way of deciding which of the two to use.
Thank you, really appreciate it.
Hello Jessica,
Thank you very much for your nice explanation.
Hello Pgr,
also, thanks for your explanation ( obrigado 
).
I was actually looking for some sort of automatism that would automatically associate incoming emails with Contact or Account. I suppose the only way to do it automatically is through “cases” , as you explained, right?
Best regards,
Alex G.
Yes, Alex. Let me know if you have any more doubts about it.
@AlexGondar I really don’t know. I happen to be quite familiar with the “Create case from email” routine because I am working on some custom extensions to it for my add-on PowerReplacer. Initially the add-on was meant for outbound email, fancy templating, variable replacements etc., but now it’s evolving to also work on inbound flows.
The idea is precisely to facilitate relating records (in an intelligent way) to incoming emails, this has tons of business value.
But the email auto-import is a different routine, I don’t know much about it (yet), maybe I will be looking at that in a few weeks or months, I don’t know.
