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Is there a way to make a map for incoming case classes?

  • 21 February 2022
  • 4 replies
  • 139 views

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! 

Best answer by yisroel39

You can break them into multiple folders in your email client and set up an email account per folder in Acumatica.

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4 replies

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  • Semi-Pro I
  • 40 replies
  • February 21, 2022

You can assign them to classes through the System Email Accounts (SM204002) setup. You can assign each email setup to another class.

 


  • Author
  • Freshman I
  • 12 replies
  • February 21, 2022

Thank you. But if we get multiple different case classes from our general “info” mailbox, is there a way to differentiate them? 


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  • Semi-Pro I
  • 40 replies
  • Answer
  • February 21, 2022

You can break them into multiple folders in your email client and set up an email account per folder in Acumatica.


  • Author
  • Freshman I
  • 12 replies
  • February 21, 2022

Thank you so much, I will do that. That was really helpful.

Jack 


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