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.
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.
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?
@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.