Hello,
a customer wishes a more automatic processing/assigning of incoming E-Mails to opportnuitys.
As far as i understood, Acumatica processes incoming E-mails like this and uses tags like this:
Automatic Tagging:
When Incoming Mail Processing is enabled, Acumatica automatically adds a tag to the subject line of outgoing emails.
Tag Purpose:
The tag helps Acumatica identify and associate incoming emails with the correct record or conversation thread.
Tag Structure:
The tag is typically a unique code or identifier placed within brackets at the end of the subject line.
Tag Usage:
When an email with a tag is received, Acumatica can recognize it as a reply or a forwarded email related to the original email and its corresponding record.
Potential Issues:
If the tag is removed or altered, Acumatica might not be able to correctly associate the email, potentially leading to misrouted emails or the creation of duplicate records.
When a Opportunity is created for example “OP00001” and a Customer sends an E-Mail to an Outlook-Account associated to acumatica, is it possible, that Haufe recognizes the “OP00001” when referenced in the E-Mail-Header and automatically assign to the correct Opportnuity-activities? (without an existing Tag from acumatica).
Or is it just possible to let the system automatically assign, when already an outgoing Mail was send out of Acumatica with a tag and this tag is referenced, when an Customer writes an E-Mail to it afterwards?
Hope you understood the request.
Thanks.
Best Regards
Finn
