Linking incoming emails to history panel in leads

šŸ’¬ General Discussion
1

The CRM does a great job of linking outgoing emails sent to a specific lead into the history sub panel and also when you do a manual ā€˜import to sugarā€™ from individual emails.

My questions is how do we get this done automatically?

For example each time you do a ā€˜check emailā€™ in your inbox, when it detects that an email belongs to a specific lead/ contact it will save the incoming email into the history sub panel?

Thanks!

2

I would like to know about this alsoā€¦

3

Has anyone figured this out?

4

Please read about ā€œgroup email accountsā€ in the Docs site.

It is a bit of a misnomer, these accounts are not just for Groups, they are the accounts that get automatic import treatment in SuiteCRM. SuiteCRM should be able to link them to records automatically, although I confess I donā€™t know much about that, never used it. Youā€™ll have to try it and see what works.

5

Hello lwliang1, Can you fix this issue? I have the same questionā€¦thanks