Hi,
I am trying to figure out a way to make cases that are being created by incoming emails automatically be assigned to to certain case classes based on rules. I only see how to assign them to different employees in the organization, not how to create a map for case classes.
I appreciate the help!
You can assign them to classes through the System Email Accounts (SM204002) setup. You can assign each email setup to another class.
Thank you. But if we get multiple different case classes from our general “info” mailbox, is there a way to differentiate them?
You can break them into multiple folders in your email client and set up an email account per folder in Acumatica.
Thank you so much, I will do that. That was really helpful.
Jack
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