I want to automate step 3 in this process:
- Employee receives new mail from, or sends new mail from outlook to, an existing contact
- SuiteCRM pulls new mail using IMAP
- Employee needs to open mail in SuiteCRM and import it manually for it to show up in the contacts history
SuiteCRM should be able to do this easily, as it has all the required information available. It would just need to check the mail address for any existing contacts (or accounts, leads, etc.), and put in the association.
I understand that this functionality is already there for group mail accounts with the “Import Emails Automatically” checkbox.
I was not able to produce the wanted behavior with workflows (maybe because of lacking experience).
One approach I can think of is to set up the employee’s personal mail accounts as group mail accounts, and configure the permissions so the users can only access their own group mail account. What are the downsides to this approach?
Happy to read your thoughts about this.