Handling Emails - Revision history

Claudefeistel2 at 20:41, 8 October 2009

2009-10-08T20:41:27Z

Claudefeistel2 at 16:16, 7 October 2009

2009-10-07T16:16:05Z

Sichen at 01:32, 16 November 2007

2007-11-16T01:32:35Z

Sichen: Protected "Handling Emails": Sysop page [edit=sysop:move=sysop]

2007-11-14T00:48:12Z

Protected "Handling Emails": Sysop page [edit=sysop:move=sysop]

Sichen: New page: If you use a standard email address for inquiries, such as customerservice@mycompany.com, you can use opentaps to manage the email inquiry process. You can set up one of your CRMSFA users...

2007-11-14T00:48:12Z

New page: If you use a standard email address for inquiries, such as customerservice@mycompany.com, you can use opentaps to manage the email inquiry process. You can set up one of your CRMSFA users...

New page

If you use a standard email address for inquiries, such as customerservice@mycompany.com, you can use opentaps to manage the email inquiry process. You can set up one of your CRMSFA users as the "sole recipient" for this email address and set up other users to have this email address as well. Then, you can [[Managing Emails | set up an inbound listener]] on this email address. opentaps will automatically pull in all emails sent to this address and associate them with the "sole recipient" email address.
This user can then go to [[My Pending Emails Screen] in CRMSFA and see all the emails which have been assigned to him, including those sent to the standard email address. Here, he can view the emails, respond to them, assign them to someone else, mark them as completed, or delete the emails. If the emails are assigned to another user, it will show up on their [[My Pending Emails Screen]] as well. Once an email is marked as completed, it will disappear from [[My Pending Emails Screen]] and can no longer be assigned, modified, or deleted.

← Older revision		Revision as of 20:41, 8 October 2009
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	This user can then go to [[Pending Emails Screen]] in CRMSFA and see all the emails which have been assigned to him, including those sent to the standard email address. Here, he can view the emails, respond to them, assign them to someone else, mark them as completed, or delete the emails. If the emails are assigned to another user, it will show up on their [[Pending Emails Screen]] as well. Once an email is marked as completed, it will disappear from [[Pending Emails Screen]] and can no longer be assigned, modified, or deleted.		This user can then go to [[Pending Emails Screen]] in CRMSFA and see all the emails which have been assigned to him, including those sent to the standard email address. Here, he can view the emails, respond to them, assign them to someone else, mark them as completed, or delete the emails. If the emails are assigned to another user, it will show up on their [[Pending Emails Screen]] as well. Once an email is marked as completed, it will disappear from [[Pending Emails Screen]] and can no longer be assigned, modified, or deleted.
		+
		+	User Manual page > [[Setup for opentaps email Handling]]

← Older revision		Revision as of 16:16, 7 October 2009
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	If you use a standard email address for inquiries, such as customerservice@mycompany.com, you can have all the emails coming into that address be automatically owned by one of your users. Simply go to that user's profile, add the email address to them, and add the purpose "Owner of Received Emails". Then, set the [[Managing Emails \| default CRM email listener]] on this email address, and opentaps CRMSFA will automatically pull in all emails sent to this address and associate them with the this user as the owner. If there are other recipients on the email, they will also be related to the email, but they will not be the owner. Only one user can be the "Owner of Received Emails" at any time.		If you use a standard email address for inquiries, such as customerservice@mycompany.com, you can have all the emails coming into that address be automatically owned by one of your users. Simply go to that user's profile, add the email address to them, and add the purpose "Owner of Received Emails". Then, set the [[Managing Emails \| default CRM email listener]] on this email address, and opentaps CRMSFA will automatically pull in all emails sent to this address and associate them with the this user as the owner. If there are other recipients on the email, they will also be related to the email, but they will not be the owner. Only one user can be the "Owner of Received Emails" at any time.

−	This user can then go to [[My Pending Emails Screen] in CRMSFA and see all the emails which have been assigned to him, including those sent to the standard email address. Here, he can view the emails, respond to them, assign them to someone else, mark them as completed, or delete the emails. If the emails are assigned to another user, it will show up on their [[My Pending Emails Screen]] as well. Once an email is marked as completed, it will disappear from [[My Pending Emails Screen]] and can no longer be assigned, modified, or deleted.	+	This user can then go to [[Pending Emails Screen]] in CRMSFA and see all the emails which have been assigned to him, including those sent to the standard email address. Here, he can view the emails, respond to them, assign them to someone else, mark them as completed, or delete the emails. If the emails are assigned to another user, it will show up on their [[Pending Emails Screen]] as well. Once an email is marked as completed, it will disappear from [[Pending Emails Screen]] and can no longer be assigned, modified, or deleted.

← Older revision		Revision as of 01:32, 16 November 2007
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−	If you use a standard email address for inquiries, such as customerservice@mycompany.com, you can ~~use opentaps to manage~~ the ~~email inquiry process. You can set up~~ one of your ~~CRMSFA~~ users as the ~~"sole recipient" for this~~ email address and ~~set up other users to have this email address as well~~. Then, ~~you can~~ [[Managing Emails \| ~~set up an inbound~~ listener]] on this email address. opentaps will automatically pull in all emails sent to this address and associate them with the "~~sole recipient~~" ~~email address~~.	+	By default, the opentaps CRM application will store all incoming emails and wrap the email around an activity. It will then lookup the parties, both internal and external, associated with the email addresses in the From, To, CC, and BCC (for archiving of outgoing emails) and relate them to the activity as participants. It will then look for keyword strings in the subject line to associate the email with cases and orders. By default, the strings are
		+	<pre>
		+	[Case: DemoCase1]
		+	[Order: 10000]
		+	</pre>
		+
		+	If you use a standard email address for inquiries, such as customerservice@mycompany.com, you can have all the emails coming into that address be automatically owned by one of your users. Simply go to that user's profile, add the email address to them, and add the purpose "Owner of Received Emails". Then, set the [[Managing Emails \| default CRM email listener]] on this email address, and opentaps CRMSFA will automatically pull in all emails sent to this address and associate them with the this user as the owner. If there are other recipients on the email, they will also be related to the email, but they will not be the owner. Only one user can be the "Owner of Received Emails" at any time.
		+
	This user can then go to [[My Pending Emails Screen] in CRMSFA and see all the emails which have been assigned to him, including those sent to the standard email address. Here, he can view the emails, respond to them, assign them to someone else, mark them as completed, or delete the emails. If the emails are assigned to another user, it will show up on their [[My Pending Emails Screen]] as well. Once an email is marked as completed, it will disappear from [[My Pending Emails Screen]] and can no longer be assigned, modified, or deleted.		This user can then go to [[My Pending Emails Screen] in CRMSFA and see all the emails which have been assigned to him, including those sent to the standard email address. Here, he can view the emails, respond to them, assign them to someone else, mark them as completed, or delete the emails. If the emails are assigned to another user, it will show up on their [[My Pending Emails Screen]] as well. Once an email is marked as completed, it will disappear from [[My Pending Emails Screen]] and can no longer be assigned, modified, or deleted.

← Older revision	Revision as of 00:48, 14 November 2007
(No difference)