Top menu >> Setup >> Email integration
Email integration attaches emails to specific process forms. At RPM Software, we use Email Integration to supplement our Lead, Quote, Trouble Ticket, Commission Issue and Order process. With Email Integration, we attach emails that relate to a specific lead or client to their respective form. This keeps our email correspondence organized and provides a quick reference guide for anyone to get up to speed on a lead or client.
To use email integration, setup a dedicated imap account.
After the imap account has been setup, click Top Menu and choose Setup.
Click Email integration.
Click Edit. Enable Email Integration and enter the Account information from dedicated imap account.
Click Test connection to ensure you have configured the imap email account properly. If the settings are not correct, you will be notified.
After the Account settings have been properly tested, click OK.
Emails get attached to process forms by including a process alias and form number in the subject line of the email.
The next step is to + Add an alias.
Choose the process for Email Integration from the drop down list, and enter an alias.
Aliases must be three characters or longer.
Example aliases: TT#, ORD#, Lead etc..
Click OK when done
Repeat this process for all processes desired for Email Integration.
In order for RPM Telco to match an email to a process form, you must send the email to the dedicated email integration imap email account. You can forward all your emails to the dedicated imap account, or another way to do this is Bcc this account name when you want to attach the email to a process form.
In the subject line of the email you must include the process alias and the form number of the form you want the email to be matched to.
The subject line does not only have to include the alias and the form number but can contain other text. You do not have to worry about the "Re:" or "FW" either.
Once sent, RPM Telco will check for emails and attach them to process form based on the information provided in the subject line. The emails will be placed in the Emails box. You can click on them to view.